Senior Financial Analyst

G&F Financial Group; Burnaby; Hybrid; CAD 70,000 - 100,000; Full time

Job summary

Beem Credit Union is seeking a Senior Financial Analyst to enhance its Financial Planning & Analysis function. This role involves budgeting, forecasting, and financial reporting, contributing to strategic objectives and operational efficiencies. The position offers a hybrid work environment and competitive salary, making it an excellent opportunity for driven professionals looking to make an impact.

Benefits

Flexible, hybrid work environment

Extended health care and dental coverage

Favorable vacation benefits

RRSP with Employer contributions

Special banking perks

Qualifications

• 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, analytical, and communication skills.

Responsibilities

• Support the annual budget process and business plan process.
• Conduct regular and ad-hoc financial reporting and analyses.
• Lead monthly financial reviews with department leaders.

Skills

Financial Modelling

Budgeting

Forecasting

Analytical Skills

Communication Skills

Education

Post-secondary degree in accounting or finance

CPA or CFA accreditation

Tools

Excel

Power Query

Power BI

Job description

Beem Credit Union, founded by Gulf & Fraser and Interior Savings, is the second largest provincially regulated credit union in BC with approximately $ billion in total assets under administration. Beem employees work to serve over , members who live and work across the province. The credit union offers personal and commercial banking and a full range of insurance and wealth management services from branches that span BC from downtown Vancouver to the North Peace region.

At Beem, we strive to create a future where everyone in our communities can achieve financial wellness. We are proud to serve our members across BC by offering reliable advice, a welcoming environment, and a full range of personal and business banking, investment, and insurance solutions. We help our members find the best options to fulfill their financial potential. We believe in the power of progressive thinking and positive action to take incredible steps forward in every aspect of life.

Learn more about our journey to build Beem Credit Union at

Looking to join a team of driven, collaborative, and positive professionals, grow your career, and contribute meaningfully to your community? Sounds like this opportunity might be the perfect fit!

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 budget data
• Support and contribute to the ongoing improvement of budgeting, forecasting, planning, and modeling tools and processes.
• Conduct regular and ad-hoc financial reporting and analyses and support leadership by providing appropriate recommendations.
• 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
• Monitor performance against budget and recommend actions to improve financial performance.
• Support financial KPIs; recommend and implement performance metrics.
• Assist with development and maintenance of financial models (e.g., 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 organizational strategic and financial priorities
• Create visually captivating PowerPoint presentations to enable clear messaging of financial data
• Support strategic organizational projects and contribute 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

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

Equivalent combination of the above may be appropriate

What you'll gain :

• Competitive base salary; reviewed annually. The salary range for this position is $, to $,.
• Flexible, hybrid work environment. The role would be based out of Beem Credit Union corporate locations. 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!

• Build Together : You are a team player who thrives on collaboration, sparks ideas, and fosters inclusivity.
• Own It : You are ready to take charge, drive change, and deliver outstanding results.
• Lead with Agility : You are a dynamic, adaptable thinker who thrives on challenge and innovation.
• Driven by Curiosity : You are eager to explore, learn, and shape the future.

Ready to join?

Visit us at and 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.

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Senior Financial Analyst • Burnaby, BC VN, CA