Senior Financial Planning and Strategy Specialist

3 weeks ago

Vancouver, British Columbia, Canada Vancity Full time
Financial Planning and Analysis Role

A typical day at Vancity involves reporting and analysis, financial modeling, relationship building, and financial risk management. In this senior financial planning and strategy specialist role, you will provide financial reporting and analysis to enable informed decision making. You will also establish and monitor key revenue and expense drivers on an ongoing basis, and provide forecasting, planning, and analytical support through the development of the aggregate financial plan.

Key Responsibilities

- Reporting and Analysis - Establishing a business partner relationship with senior leaders of the respective line of business, providing financial reporting and analysis to enable informed decision making.
- Financial Modeling- Establishing and monitoring key revenue (where applicable) and expense drivers on an ongoing basis and provide forecasting, planning, and analytical support through the development of the aggregate financial plan.
- Relationship Building - Acting in a concierge role to broker other services from the Finance division to senior leaders through identification of needs and opportunities.
- Financial Risk Management – Integrating risk management processes as they relate to achieving Vancity's long and short-term financial goals in order to ensure the ongoing identification, monitoring, and assessment of the risks of not achieving these goals.

Requirements

- Bachelor's degree in Commerce, Economics, or Business Administration from a recognized post-secondary institution (or equivalent)
- Chartered Professional Accountant (Canada) designation or equivalent
- Minimum 2 years of experience at a senior consultant level or higher, would be an asset
- Business acumen in the context of the financial industry, would be an asset.
- Communication and interpersonal skills to create clear understanding of expectations, address challenges and issues for the business unit; and represent the unit across the organization.
- Knowledge of related finance concepts, practices and techniques
- Planning and coordination skills to develop operating plans, processes, methods and standards for a unit and to coordinate delivery of programs and services.
- Problem solving and decision-making skills to diagnose challenges and issues; develop innovative business solutions; and to assess risks and opportunities that may affect the unit and or designated unit.
- Research and analytical skills to assess and recommend course of action on trends, and to identify risks and opportunities that may impact the unit.

What We're Looking For

- Customer-centric – You define and measure success through the eyes of your internal customers and anticipate, understand and respond to their evolving needs.
- Results-oriented – You have a demonstrated ability to engage stakeholders in order to conduct diagnosis, analyze findings, generate appropriate options, and build deliverables all while securing their commitment to these solutions in a timely manner.
- Analytical – You seek to facilitate data-driven decision making, including "rolling up your sleeves" to collect data, research and build models.
- A problem solver – Your skills to diagnose challenges and issues, develop innovative business solutions, and assess risks and opportunities that may affect the business have been put to good use.

We value lived experience, so if you are interested in this role, we encourage you to apply even if you feel your skills don't perfectly align with those listed. The salary range for the role is $81,200 to $101,600.

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