Reporting Analyst, Customer Finance

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

Department: Finance

Employment Type: Full-Time

Requisition ID: 2064

Date Posted: October 1, 2026

Closing Date: October 15, 2026 or until filled

Position Summary

Reporting to the Supervisor, Customer Finance, the Reporting Analyst, Customer Finance is responsible for identifying opportunities, analyzing and evaluating information, and implementing solutions for business reporting, processes, and control deficiencies. The role will be relied upon to be the data and process expert for Customer Finance. Collaborate with internal clients to continually evaluate efficiency opportunities and make enhancement recommendations. Prepare ad hoc and ongoing reports for the department. Perform other assigned Customer Finance tasks under the direction of management.

Key Responsibilities

• Responsible for researching, testing, planning, facilitating meetings, documenting, and implementing new or improved processes.
• Training and mentoring staff to ensure that new processes are fully understood and adhered to.
• Ensuring that periodic accounting accruals relating to customer finance are posted and accurate.
• Identify and design clear, reliable, detailed testing scripts for customer finance that addresses any potential risks during system implementations.
• Assisting in training and supporting testing staff during test cycles and coordinating resolution of any defects found.
• Developing, maintaining and updating a portfolio of reporting that provides timely, accurate, and useful information to customer finance on a daily basis and senior management monthly or as required.
• Develop/maintain a portfolio of documentation for all processes, control areas, and reporting that exists or is developed for customer finance.
• Providing support to audit teams both internal and external to meet audit concerns in an efficient and reliable manner.
• Providing support and analysis to other departments within UFA relating to customer finance processes, controls, and reporting.

Qualifications

• Post-secondary diploma in Business Administration and/or a minimum of 5 + years of experience in a reporting analyst role.
• Strong knowledge in Microsoft Access database creation, implementation and maintenance is required, 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.
• Ability to work independently with strong leadership, planning, communication and organizational skills.
• Complex problem solving & critical thinking skills.
• Experience in an ERP environment (SAP and D365 experience will be considered a strong asset).

You and UFA. Let’s Grow Together.

UFA is one of Canada’s largest and most progressive agricultural co-operatives. We’re a multi-billion-dollar organization that offers the products, services, and support our 127,000+ members need to build, grow and succeed. While our roots will always be in agriculture, we’re proud to support the industries and communities that drive Western Canada’s economy. We need your skills, expertise and ideas to help us keep growing.

• A Business with a Purpose - Join a member-owned co-operative with a mission that matters: improving the well-being of our members, helping them feed the world, and enabling investment in local communities.
• Recognized and Rewarded for Your Performance - At UFA, success is shared. You’ll own your work and be recognized for both individual and organizational results.
• Work-Life Success - We prioritize safety, respect your time, and offer flexible options and comprehensive benefits to support your life inside and outside of work.
• We Help Each Other Grow - Our collaborative culture fosters growth through hands-on experience, mentorship, training, educational support, and diverse career paths.

Diversity Equity, and Belonging

At UFA, we care about our employees and what makes them unique. We strive to create an inclusive environment that welcomes employees from diverse backgrounds, where everyone can do their best work. If you require accommodation during the application or selection process, please contact [e-mail].

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We thank all applicants for their interest. Only those selected for an interview will be contacted.