Finance Research and Policy Specialist

Servus Credit Union; Calgary, Edmonton; Remote; CAD 90,000 - 115,000; Full time

Benefits offered by this job

Profit sharing

Volunteer program

Retirement savings

Job summary

Servus Credit Union is seeking a Finance Research and Policy Specialist to join our Accounting team. This remote role requires quarterly in-person meetings in Calgary or Edmonton; Alberta preference but nationwide candidates are considered.

The incumbent will support IFRS research, ICOFR controls, and regulatory reporting. You will analyze new transactions, draft position papers and memos, and help develop accounting policies and processes.

Qualifications

• Strong analytical thinking and problem solving in IFRS contexts.
• Clear, concise written and verbal communication with stakeholders.
• Able to adapt to evolving accounting standards and regulatory changes.

Responsibilities

• Maintain current knowledge of IFRS, regulatory requirements and emerging standards.
• Assess and communicate the financial reporting impact of changes in IFRS and regulations.
• Prepare accounting position papers, memos, and supporting documentation.

Skills

Analytical thinking

Communication

Adaptability

Self-motivation

Education

CPA designation

Job description

We are hiring for a Finance Research and Policy Specialist to join our Accounting team!

Posting closes: October 19, 2026

Employment Status: Full-time, Permanent.

Location: Remote role.While preference will be given to candidates in Alberta, qualified candidates from across Canada will be considered.The successful incumbent will be required to work/meet with the team in-person at one of our offices in Calgary or Edmonton at minimum once quarterly.

For Internal Use Only: P4/a

At Servus Credit Union, we do things differently—because we’re a credit union, not a bank. And that difference matters.

We believe in putting people before profits, which is why our members are also our owners. Every dollar we earn is reinvested into the things that matter most: our members, our employees, and our communities. Whether it’s through profit sharing, competitive rates, or local initiatives that make a real impact, we’re here to help Albertans feel good about their money.

We’re looking for passionate, values-driven people to join our team. We welcome individuals from all backgrounds who are aligned with our values and are eager to contribute in meaningful ways. If you're excited to grow your career with a team that’s innovative, hardworking, collaborative and deeply rooted in community, we want to meet you.

Join Servus and discover a better way to work.

The Finance Research and Policy Specialist provides technical accounting expertise to support accurate and compliant financial reporting. This role reviews and assesses new and complex transactions, researches IFRS and regulatory requirements, and monitors emerging accounting developments to evaluate organizational impact.

As a key resource for Internal Controls Over Financial Reporting (ICOFR), the Specialist supports control implementation, monitoring, and continuous improvement. Working closely with financial reporting teams, this position helps ensure regulatory filings and financial statements comply with IFRS standards and supports the development of accounting policies, technical guidance, and process efficiencies.

What You'll be Doing:

IFRS Research and Implementation :

• Maintain current knowledge of IFRS, regulatory requirements, and emerging accounting standards.
• Assess and communicate the financial reporting impact of new or changing IFRS and regulatory requirements.
• Conduct research and prepare clear accounting position papers, memos, and supporting documentation.
• Support quarterly and annual financial reporting, disclosures, and audit requirements.
• Develop, maintain, and improve accounting documentation, processes, and controls.
• Partner with stakeholders to interpret accounting impacts and communicate financial information effectively.
• Perform qualitative analysis and identify, escape, and resolve issues as they arise.
• Ensure compliance with documentation standards, version controls, and reporting deadlines.
• Ensure accounting policies, procedures, and the accounting manual are current and consistently applied.
• Identify and implement process and reporting efficiencies.
• Support system enhancements, including design, configuration, and testing.
• Assist with the maintenance, monitoring, documentation, and testing of internal controls (ICOFR/COSO).
• Partner with stakeholders to promote control compliance and continuous improvement.

Leadership :

Lead and influence team members with confidence, despite having no direct reports.

Build strong partnerships across teams to foster collaboration and accountability.

What you Bring:

Experience:

• This position requires between 3 – 5 years relevant post designation accounting experience.
• Experience in interpreting and making supportable accounting recommendations and decisions in accordance with IFRS.
• A dynamic self-starter, capable of working independently and within a team.
• Ability to manage and work within an environment with ongoing change.
• Experience in internal controls over financial reporting (ICOFR) and financial/regulatory reporting
• Thorough working knowledge of IFRS and has experience in researching and drafting of position papers/white papers and accounting memos.

Education:

A CPA designation is a minimum requirement for this role.

Why Servus?

Working for Servus has outstanding benefits. In addition to standard benefits like health and wellness, vacation and retirement savings programs, we also provide other important benefits such as:

• Competitive compensation including performance-based incentive pay and profit share
• Meaningful work towards individual and corporate goals
• Opportunities to get involved and give back through an employee volunteer program

At Servus, our employees are also members. This means you'll have all the benefits of being a member of the credit union including profit sharing, voting for the board of directors, and all of the financial services we provide…with a few additional perks!

What happens next?

We thank all applicants for their interest. Please note applications will only be accepted online and only those applicants under consideration will be contacted.

Employment Eligibility for External Applicants:

The selected candidate(s) must successfully pass a criminal background check, reference check and credit check to qualify for hire by Servus Credit Union.

We thank all applicants for their interest. Please note applications will only be accepted online and only those applicants under consideration will be contacted.