Financial Analyst I

Citizens Business Bank; Canada; On-site; CAD 55,000 - 76,000; Full time

Job summary

A financial institution in Canada is seeking a Financial Analyst responsible for collecting, analyzing, and reporting financial data. The ideal candidate will possess a Bachelor's Degree in Finance or related fields, with strong analytical and communication skills. Responsibilities include financial reporting, data reconciliation, and improving financial processes. This role offers a competitive salary and is eligible for an annual bonus.

Benefits

Annual bonus

Qualifications

• 0 - 2 years related experience and/or training.
• Advanced degree desired but not required.
• Strong understanding of budgeting, forecasting, and profitability models.

Responsibilities

• Collect, analyze, and report on financial data and projections.
• Prepare financial reports for the Board of Directors.
• Reconcile and validate data between various sources.

Skills

Analytical skills

Organizational skills

Problem-solving skills

Communication skills

Team player

Education

Bachelor’s Degree in Finance, Economics, Accounting, or related field

Tools

Microsoft Office Suite

SQL

Crystal report writing tools

Microsoft Excel

Microsoft Access

Microsoft PowerPoint

Microsoft Word

Job description

Salary Range: $55,169.00 To $75,857.00

Exact compensation may vary based on skills, experience and/or education, and location. This position is also eligible for an annual bonus.

Summary

The Financial Analyst is responsible for collecting, analyzing, and reporting on financial data, financial projections, and results of analysis.

Essential Duties And Responsibilities

• Complies with and stays abreast of all policies and procedures, federal and state laws applicable to the job.
• Reconciles and validates data between various sources as required.
• Identifies financial status by comparing and analyzing actual results with plans and forecasts.
• Improves financial status by analyzing results; monitoring variances; identifying trends; recommending actions to management.
• Prepares financial reporting for the Board of Directors to provide relevant and timely information in support of executive management.
• Prepares various financial reports, at the direction of the Financial Planning & Analysis Manager.
• Maintain various databases by entering, verifying, and backing up data.
• Increases productivity by developing and using automated processes and software applications; coordinating information requirements.
• Other duties as assigned.
• Provide, present and promote The Citizens Experience to all external and internal customers.

Supervisory Responsibilities

None

Qualifications

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

EDUCATION And/or EXPERIENCE

Bachelor’s Degree (B.A.) from four-year College or university in Finance, Economics, Accounting, or another related field of study; or 0 - 2 years related experience and/or training; or equivalent combination of education and experience. Advanced degree desired, but not required.

Other Qualifications/Skills

• Ability to multi task, work effectively in a high production environment, and respond quickly and productively under pressure, tight timelines, and changing priorities.
• Team player, who can operate effectively within a matrix management environment.
• Strong analytical, organizational and problem-solving skills, with demonstrated ability to provide creative solutions to real-time challenges.
• Ability to use/customize complex financial models, as well as familiarity with financial concepts, practices and procedures.
• Advanced computer skills and experience with Microsoft Office Suite.
• Internally motivated and proactive to seek out alternative ideas to improve the efficiency and effectiveness of the group through the development of new skills and generation of new ideas.

Language Skills

This position requires strong communication skills, both written and oral, with the ability to write reports, business correspondence, and procedure manuals, as well as the ability to effectively present information and respond to questions effectively. Requires the ability to read, analyze, and interpret general business periodicals, professional journals, technical literature, and government regulations.

Mathematical Skills

Ability to work with mathematical concepts such as probability and statistical inference, discounts, interest, commissions, proportions, percentages, area, circumference, and volume. Ability to apply concepts of basic algebra and geometry.

REASONING ABILITY

Strong analytical skills with the ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.

Computer Skills

To perform this job successfully, an individual should have a strong understanding of budgeting, forecasting and profitability models (SQL; Crystal report writing tools, advanced modeling skills using Microsoft Excel and/or Microsoft Access) and experience with Microsoft PowerPoint and Word.

PHYSICAL DEMANDS

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonably accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is regularly required to use hands to finger, handle, or feel; reach with hands and arms; and talk or hear. The employee frequently is required to sit. The employee is occasionally required to stand; walk; and stoop, kneed, crouch, or crawl. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this position include close vision, and ability to adjust focus.

WORK ENVIRONMENT

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

The noise level in the work environment is usually moderate.