Senior Financial Analyst

4 weeks ago


Kelowna, British Columbia, Canada G&F Financial Group Full time

About Beem Credit Union

Beem Credit Union, a leading financial institution in BC, is seeking a skilled Senior Financial Analyst to support its Financial Planning & Analysis (FP&A) function. The ideal candidate will have a strong background in financial analysis, budgeting, and forecasting, with the ability to provide accurate and timely financial information to support strategic organizational objectives.

Key Responsibilities:

  • Budget and Forecasting: Support the annual budget process, collaborate with finance teams to collect and synthesize budget data, and contribute to the ongoing improvement of budgeting and forecasting tools and processes.
  • Financial Reporting and Analysis: Conduct regular and ad-hoc financial reporting and analyses, provide recommendations to leadership, and monitor profitability on multiple dimensions of the business.
  • Financial Modeling: Assist in the development and maintenance of financial models to support Beem's strategic goals.

Requirements:

  • Post-secondary degree in accounting or finance.
  • CPA or CFA accreditation, or approaching completion.
  • Years of experience in a similar role, with experience in a credit union or financial institution a strong asset.
  • Solid experience with financial modeling, budgeting, and forecasting.
  • Strong technical, analytical, and communication skills.

What We Offer:

  • Competitive base salary, reviewed annually.
  • An incentive bonus plan.
  • Flexible, hybrid work environment.
  • Extended health care, dental coverage, and disability coverage.
  • Favorable vacation benefits.
  • RRSP with employer contributions.
  • Special banking perks.

At Beem, we value:

  • Build Together: Collaboration, inclusivity, and teamwork.
  • Own It: Leadership, drive, and results.
  • Lead with Agility: Adaptability, innovation, and challenge.
  • Driven by Curiosity: Exploration, learning, and shaping the future.


  • Kelowna, British Columbia, Canada G&F Financial Group Full time

    About Beem Credit UnionBeem Credit Union, a leading financial institution in BC, is seeking a skilled Senior Financial Analyst to support its Financial Planning & Analysis (FP&A) function. As a key member of the team, you will be responsible for performing financial analysis, budgeting, and forecasting tasks to ensure accurate and effective monitoring of...


  • Kelowna, British Columbia, Canada G&F Financial Group Full time

    About Beem Credit UnionBeem Credit Union, a leading financial institution in BC, is seeking a skilled Senior Financial Analyst to support its Financial Planning & Analysis (FP&A) function. As a key member of the team, you will be responsible for performing financial analysis, budgeting, and forecasting tasks to ensure accurate and effective monitoring of...


  • Kelowna, British Columbia, Canada Envision Financial Full time

    We are seeking a Senior Financial Advisor to provide exceptional customer service to a portfolio of members by offering a full range of investment, deposit, and complex lending services.The Senior Financial Advisor identifies member life stage cycles and provides solutions to financial needs, referring members to appropriate advisors when necessary.Key...


  • Kelowna, British Columbia, Canada Envision Financial Full time

    About Envision FinancialEnvision Financial is a leading financial institution in Kelowna, offering a range of investment, deposit, and complex lending services to its valued members.Job Title: Senior Financial AdvisorWe are seeking an experienced Senior Financial Advisor to join our team in Kelowna within our Valley First division. As a Senior Financial...


  • Kelowna, British Columbia, Canada MD Financial Management Full time

    {"title": "Senior Financial Advisor", "description": "Job SummaryAs a Senior Financial Advisor at MD Financial Management, you will play a key role in providing expert financial guidance to our clients. Your primary responsibility will be to champion a customer-focused culture, deepening client relationships and leveraging broader Bank relationships,...


  • Kelowna, British Columbia, Canada Envision Financial Full time

    We are seeking a Senior Financial Advisor to provide exceptional customer service to a portfolio of members by offering a full range of investment, deposit, and complex lending services.The ideal candidate will identify member life stage cycles and provide solutions to financial needs, referring members to appropriate advisors as needed.Key...


  • Kelowna, British Columbia, Canada Envision Financial Full time

    We are seeking a highly skilled Senior Financial Advisor to provide exceptional customer service to a portfolio of members by offering a full range of investment, deposit, and complex lending services.The ideal candidate will identify member life stage cycles and provide solutions to financial needs, referring members to appropriate advisors as needed.Key...


  • Kelowna, British Columbia, Canada Envision Financial Full time

    We are seeking a skilled Senior Financial Advisor to provide exceptional customer service to a portfolio of members by offering a full range of investment, deposit, and complex lending services.The ideal candidate will identify member life stage cycles and provide solutions to financial needs, referring members to appropriate advisors when necessary.Key...


  • Kelowna, British Columbia, Canada Sussex Insurance Company Full time

    Job SummaryWe are seeking a highly skilled Chief Financial Analyst to join our team at Sussex Insurance Company.About the RoleThis is a challenging and rewarding opportunity for an experienced accounting professional to lead financial analysis and planning efforts within our organization.Key ResponsibilitiesManage and analyze financial data, including...


  • Kelowna, British Columbia, Canada beBee Professionals Full time

    Senior Business AnalystbeBee Professionals is seeking a Senior Business Analyst to join our team in Kelowna. The successful candidate will be responsible for providing advanced analytical support to the business operations team, including data analysis, process improvement, and reporting.The ideal candidate should have a Bachelor's degree in Business...


  • Kelowna, British Columbia, Canada Interior Health Authority Full time

    About the RoleInterior Health Authority is seeking an experienced Senior Physician Compensation Analyst to join our team on a full-time permanent basis. This position offers a flexible work location within the Interior Health region.What We OfferEmployee & Family Assistance ProgramEmployer-paid training/education opportunitiesEmployer-paid vacationMedical...

  • Financial Analyst

    4 weeks ago


    Kelowna, British Columbia, Canada Sussex Insurance Company Full time

    Sussex Insurance Company is seeking a skilled Financial Analyst to join our team. The ideal candidate will have a strong background in accounting and financial management, with experience in managing balance sheets and profit/loss statements. The successful candidate will be responsible for planning, setting up and administering accounting systems, ensuring...

  • Financial Analyst

    4 weeks ago


    Kelowna, British Columbia, Canada Sussex Insurance Company Full time

    Job DescriptionWe are seeking a highly skilled Financial Analyst to join our team at Sussex Insurance Company. The successful candidate will be responsible for managing balance sheets and profit/loss statements, planning and administering accounting systems, and ensuring accuracy and compliance to accounting standards and procedures.Key...

  • Financial Analyst

    3 weeks ago


    Kelowna, British Columbia, Canada Sussex Insurance Company Full time

    About the Role:We are seeking a highly skilled Financial Analyst to join our team at Sussex Insurance Company. As a key member of our finance department, you will be responsible for managing balance sheets and profit/loss statements, planning and setting up accounting systems, and ensuring accuracy and compliance to accounting standards and procedures.Key...

  • Financial Analyst

    3 weeks ago


    Kelowna, British Columbia, Canada Sussex Insurance Company Full time

    Sussex Insurance Company is seeking a skilled Financial Analyst to join our team. As a key member of our accounting department, you will be responsible for managing balance sheets and profit/loss statements, planning and setting up accounting systems, and ensuring accuracy and compliance to accounting standards and procedures.Key Responsibilities:Manage...


  • Kelowna, British Columbia, Canada FortisBC Full time

    At FortisBC, we're seeking a skilled Financial Accounting Analyst to contribute to our month-end close process and ensure accurate financial results. As a key member of our financial accounting management team, you'll analyze various types of financial data and identify areas for process improvements.Key Responsibilities:Conduct monthly financial analyses to...


  • Kelowna, British Columbia, Canada TSE Chartered Professional Accountants Full time

    Job OverviewTSE Chartered Professional Accountants is seeking a skilled Financial Bookkeeper and Analyst to join our team.Estimated Salary Range$45,000 - $65,000 per year, depending on experience.Job DescriptionWe are looking for an individual who can maintain accurate and up-to-date financial records, using both manual and computerized bookkeeping...


  • Kelowna, British Columbia, Canada FortisBC Full time

    Transforming B.C.'s Energy LandscapeFortisBC, the province's largest energy provider, is seeking a skilled Financial Accounting Analyst to join our mission of delivering renewable energy, natural gas, electricity, and propane to 1.3 million customers.As one of BC's Top Employers, we are committed to a safe and inclusive culture where each of us can connect,...


  • Kelowna, British Columbia, Canada G&F Financial Group Full time

    About G&F Financial GroupG&F Financial Group is a leading financial institution with a strong presence in BC, serving over , members who live and work across the province. Our credit union offers a wide range of personal and commercial banking services, as well as insurance and wealth management solutions.Our MissionWe strive to create a future where...


  • Kelowna, British Columbia, Canada FortisBC Full time

    Company OverviewFortisBC is a leading energy provider in British Columbia, delivering renewable energy, natural gas, electricity, and propane to 1.3 million customers. With over 100 years of experience, we are committed to transforming the province's energy landscape.SalaryThe estimated salary for this position is $2,759.00 bi-weekly, offering a competitive...