Customer Finance Reporting & Analytics Analyst

UFA; Calgary; On-site; CAD 85,000 - 110,000; Full time

Benefits offered by this job

Purpose-driven work

Performance rewards

Work-life flexibility

Growth opportunities

Job summary

UFA is seeking a Reporting Analyst in Customer Finance to become the data and process expert for the department. You will identify opportunities, analyze information, and implement improvements in reporting, processes, and controls.

The role collaborates with internal clients to improve efficiency and deliver timely insights. You will prepare ad hoc and ongoing reports, validate accruals, and support audits while mentoring staff and developing robust documentation.

Qualifications

• Post-secondary diploma in Business Administration and/or a minimum of 5+ years of experience in a reporting analyst role.
• Strong knowledge of Microsoft Access database creation, implementation and maintenance, including understanding of SQL.
• Extensive computer skills & systems experience – MS Office, Financial (including POS) & informational systems, data modeling, VBA.
• Experience in report designing, implementation & support through Excel, Power BI.
• Experience in an ERP environment (SAP and D365 experience will be considered a strong asset).
• Ability to work independently with strong leadership, planning, communication and organizational skills.
• Complex problem solving & critical thinking skills.

Responsibilities

• Researching, testing, planning, facilitating meetings, documenting, and implementing new or improved processes.
• Training and mentoring staff to ensure new processes are understood and adhered to.
• Ensuring periodic accounting accruals related to customer finance are posted and accurate.
• Develop clear testing scripts for customer finance addressing potential risks during system implementations.
• Assist in training and supporting testing staff during test cycles and coordinate defect resolution.
• Develop and maintain a portfolio of reporting for customer finance used daily and for senior management monthly.
• Maintain documentation for processes, control areas, and reporting.
• Support internal and external audits with efficient and reliable information.
• Provide analysis to other departments related to customer finance processes, controls, and reporting.

Skills

Leadership

Planning

Communication

Organizational skills

Problem solving

Critical thinking

Education

Post-secondary diploma in Business Administration

Tools

Microsoft Access

SQL

MS Office

VBA

Power BI

Excel

SAP

D365

Job description

UFA is seeking a Reporting Analyst in Customer Finance to become the data and process expert for the department. You will identify opportunities, analyze information, and implement improvements in reporting, processes, and controls.

The role collaborates with internal clients to improve efficiency and deliver timely insights. You will prepare ad hoc and ongoing reports, validate accruals, and support audits while mentoring staff and developing robust documentation.