Financial Operations Analyst, Processing

Benevity, Inc.; Calgary; Hybrid; CAD 60,000 - 100,000; Full time

Job summary

Join a forward-thinking company dedicated to social good as a Financial Operations Analyst. This engaging role involves enhancing process reliability and efficiency, collaborating across teams, and leading projects that implement scalable solutions. With a strong emphasis on client engagement and operational excellence, you will play a crucial role in driving improvements while ensuring compliance with regulatory standards. The dynamic work environment encourages innovation and growth, making it an exciting opportunity for those passionate about making a difference through technology. If you thrive in a collaborative setting and are ready to contribute to meaningful change, this is the perfect role for you.

Benefits

Flexible work arrangement

Growth opportunities

Community-focused culture

Diversity and inclusion initiatives

Qualifications

• Bachelor’s degree required with 2-3 years of experience in financial operations.
• Strong skills in process optimization and client engagement are essential.

Responsibilities

• Collaborate with teams to enhance process reliability and implement solutions.
• Review financial processes for efficiency and develop comprehensive documentation.

Skills

Process Optimization

Interpersonal Skills

Analytical Skills

Microsoft Office Suite

Communication Skills

Project Management

Client Engagement

VBA

ETL

Education

Bachelor’s degree in Accounting, Finance, Engineering, or related field

Tools

Financial Systems

Job description

Financial Operations Analyst, Processing

Meet Benevity
Benevity is the way the world does good, providing companies (and their employees) with technology to take social action on the issues they care about. Through giving, volunteering, grantmaking, employee resource groups and micro-actions, we help most of the Fortune 100 brands build better cultures and use their power for good. We’re also one of the first B Corporations in Canada, meaning we’re as committed to purpose as we are to profits. We have people working all over the world, including Canada, Spain, Switzerland, the United Kingdom, the United States and more!

Our Operations team in Calgary is looking for a Financial Operations Analyst who is passionate about enhancing process reliability and efficiency. In this role, you will collaborate across teams to drive improvements and ensure operational excellence. We encourage candidates with a strong skill set in process optimization and execution to apply.

This position is based in our Calgary office, offering a flexible work arrangement with a requirement to be in the office at least 50% of the time.

What you’ll do:

1. Collaborate with various Benevity teams to enhance process reliability and foster interdepartmental cooperation
2. Lead significant cross-functional projects to create and implement scalable, reliable protocols and processes
3. Engage regularly with clients to understand their needs and refine processes, minimizing error risks
4. Review current financial processes, identify inefficiencies, and propose solutions to improve accuracy and efficiency using no/low-code solutions like VBA and ETLs
5. Work closely with stakeholders, including finance and IT teams, to gather requirements and develop functional specifications
6. Create comprehensive process documentation, workflows, and standard operating procedures to streamline financial operations
7. Develop and enforce controls to comply with regulatory standards and internal guidelines
8. Perform rigorous testing of financial systems and processes to preemptively solve issues and enhance security
9. Track key performance indicators to evaluate process effectiveness and promote ongoing enhancement
10. Train and support finance teams in adopting new processes and technologies

What you’ll bring:

1. Bachelor’s degree in Accounting, Finance, Engineering, or a related field required with 2-3 years of experience
2. Results-driven, resourceful, and proactive approach
3. Strong interpersonal skills to effectively engage with clients and various internal stakeholder levels, communicating goals, requirements, and solutions clearly
4. Experienced in linking business challenges to sophisticated technical solutions
5. Committed to client success and operational excellence
6. Excellent communication skills, both written and verbal
7. Analytical and adept at managing multiple issues to resolution
8. Capable of working independently with sound judgment
9. Resilient and adaptable, excels in a dynamic, multi-tasking startup environment, and skilled at adjusting priorities swiftly
10. Proficient in Microsoft Office suite
11. Team player with a positive attitude and a good sense of humor

Discover your purpose at work

We’re not employees, we’re Benevity-ites. From all locations, backgrounds and walks of life, who deserve more …

Innovative work. Growth opportunities. Caring co-workers. And a chance to do work that fills us with a sense of purpose.

If the idea of working on tech that helps people do good in the world lights you up ... If you want a career where you’re valued for who you are and challenged to see who you can become …

It’s time to join Benevity. We’re so excited to meet you.

Where we work

At Benevity, we have developed a Community First approach that we design our people's experience around with goals to build a strong community and culture, achieve stellar execution of our business goals and social mandate, and ensure Benevity-ites thrive. For those who live within a reasonable commuting distance to an office, we can split our time working in the office and from home to optimize the opportunities of both, with the requirement that we spend at least 50% of the time in the office.

Join a company where DEIB isn’t a buzzword
Diversity, equity, inclusion and belonging are part of Benevity’s DNA. You’ll see the impact of our massive investment in DEIB daily — from our well-supported employee resources groups to the exceptional diversity on our leadership and tech teams.

We know that diverse backgrounds, experiences, skills and passions are what move our business and our people forward, so we're committed to creating a culture of belonging with equal opportunities for everyone to shine.

That starts with a fair and accessible hiring process. If you want to feel seen, heard and celebrated, you belong at Benevity.

Candidates with disabilities who may require accommodations throughout the hiring or assessment process are encouraged to reach out to [e-mail].

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