Senior Financial Analyst

Gulf and Fraser; Burnaby; Hybrid; CAD 82,000 - 94,000; Full time

Job summary

Beem Credit Union is seeking a Senior Financial Analyst to support financial planning and analysis. This role involves budgeting, forecasting, and improving financial performance. Enjoy a hybrid work environment and competitive salary while contributing to strategic objectives.

Benefits

Competitive base salary

Flexible, hybrid work environment

Extended health care

Dental coverage

RRSP with Employer contributions

Special banking perks

Qualifications

• 4-6 years' experience in a similar role.
• Experience in a credit union or financial institution is a strong asset.

Responsibilities

• Support the annual budget process and business plan.
• Conduct profitability analysis and monitor profitability.
• Lead monthly financial reviews with department leaders.

Skills

Analytical

Communication

Technical

Education

Post-secondary degree in accounting or finance

CPA or CFA accreditation

Tools

Excel

Power Query

Power BI

Job description

Beem is a new credit union with 80 years of history. Rising to the rapidly evolving challenges of the financial services industry and inspired by cooperative values, our founding credit unions recognized that we can do more together. Beem means light. It means energy. It means a brighter financial future. United as Beem, we are combining our strengths to better serve our members. As of January 1, 2025, Beem is one of BC's largest provincially regulated credit unions, supporting the financial wellness of 193,000 members from 66 branches across the province with $17 billion in assets under administration. Learn more about our journey at www.beemcreditunion.ca.

What this role is all about :

Beem Credit Union is seeking a driven and detail-oriented Senior Financial Analyst to support Beem's overall Financial Planning & Analysis (FP&A) function by performing a variety of financial analysis, budgeting, and forecasting tasks, ensuring financial performance is accurately and effectively monitored at different levels across the credit union. If you're passionate about supporting strategic organizational objectives and making relevant recommendations to improve overall financial performance and process efficiencies, we want to hear from you! Apply now to become our next Senior Financial Analyst and play a key role in shaping the future of Beem Credit Union.

This role will enjoy hybrid working arrangements which can be fulfilled primarily from the Burnaby Corporate office or at our Kelowna Corporate office. If you are someone who likes the ability to vacation in your hometown, the beautiful Okanagan is for you - from the surrounding lakes, hiking trails and countless wineries, there is something for everyone! If you prefer the hustle that a city provides, we also have locations in the Lower Mainland where there is an abundance of cultural diversity within the communities, scenic parks, and surrounding views of the Pacific Ocean. Come experience Beem and the communities we serve!

What you'll do : Budget & Forecast

• Support (and lead where required) the annual budget process and business plan process
• Collaborate with other Finance and relevant corporate teams to collect and synthesize financial data
• Support and contribute to the ongoing improvement of budgeting, forecasting, planning, and modeling tools and processes
• Provide insights into both revenue and expense areas through variance and trend analyses and recommend actions to improve financial performance
• Conduct profitability analysis and monitor profitability on multiple dimensions of the business
• Research and analyze financial data for regulatory or compliance reporting
• Lead monthly financial reviews with department leaders
• Maintain awareness of developments in the economic environment, assess the implications to Beem, and incorporate into analysis and forecasting as appropriate
• Conduct scenario planning to evaluate the financial impact of various business decisions and external factors
• Support financial KPIs; recommend and implement performance metrics
• Assist with development and maintenance of financial models (eg. Budget, project, business case models) to support Beem's strategic goals

Special Projects & Collaboration

• Contribute to the ongoing improvement of practices and processes to promote operational efficiency
• Participate in and / or lead finance projects to support best-in-class solutions for Finance and FP&A activities, performance measurement, and portfolio analysis to support Beem's organizational goals
• Develop strong working relationships with department leaders to assist them in achieving the organizational strategic and financial priorities
• Create visually captivating PowerPoint presentations to enable clear messaging of financial data
• Support strategic organizational projects and contributes as FP&A subject matter expert
• Collaborate with Finance teams and other stakeholders to ensure smooth processes and trusting relationships
• Provide mentorship / leadership to financial analysts and / or other finance staff in budget and financial analysis duties
• Post-secondary degree in accounting or finance
• CPA or CFA accreditation, or approaching completion
• 4-6 years' experience in a similar role; experience in a credit union or financial institution is a strong asset
• Solid experience with financial modelling, budgeting and forecasting
• Strong technical (excel, Power Query, Power BI), analytical, and communication skills; experience with FP&A software is a strong asset
• Understanding of IFRS is an asset
• Equivalent combination of the above may be appropriate

What you'll gain :

• Competitive base salary; reviewed annually. The salary range for this position is $82,000 - $94,000.
• Flexible, hybrid work environment. The role would be based out of Beem Credit Union corporate locations in Kelowna or Burnaby, BC #LI-hybrid
• Extended health care, dental coverage and disability coverage
• Favorable vacation benefits - paid time off to recharge!
• RRSP with Employer contributions, and the option to contribute yourself
• Special banking perks - including mortgage and lending products

At Beem we are BOLD and Always Welcoming and our values are at the forefront of everything we do!

• B uild Together : You are a team player who thrives on collaboration, sparks ideas, and fosters inclusivity.
• O wn It : You are ready to take charge, drive change, and deliver outstanding results.
• L ead with Agility : You are a dynamic, adaptable thinker who thrives on challenge and innovation.
• D riven by Curiosity : You are eager to explore, learn, and shape the future.

Ready to join?

Visit us at www.beemcreditunion.ca to learn more about what it's like to work for Beem Credit Union! We sincerely thank all applicants for their interest; however, only shortlisted candidates will be contacted for an interview.

We at Beem Credit Union are committed to ensuring inclusive employment practices and an accessible business environment for our employees. We do not discriminate based on any protected attribute covered by the Human Rights Code and encourage all qualified candidates to apply. We are committed to a fair and equitable hiring process for all candidates. All applications are reviewed by a member of our team.

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Senior Financial Analyst • Burnaby, BC, United States