Senior Financial Analyst - Accounting & Finance

Catholic Social Services; Edmonton; On-site; CAD 90,000 - 108,000; Full time

Benefits offered by this job

Comprehensive benefits

Flexible work environment

Growth opportunities

Job summary

Catholic Social Services in Edmonton is seeking two (2) Senior Financial Analysts to join our Finance department. The role reports to the Controller and focuses on budgeting, reporting, and internal controls within service areas.

Responsibilities include preparing financial statements, contract reporting, and collaboration with auditors, with a strong emphasis on accuracy, compliance, and process improvement.

Qualifications

• Bachelor’s Degree in Accounting/Business Administration or equivalent.
• CPA designation is an asset.
• Minimum 5 years related accounting/finance experience, preferably not-for-profit.
• Experience preparing working papers for external audits (5 years).
• Experience with ERP financial systems preferred.

Responsibilities

• Prepare internal/external financial reporting on contract status.
• Coordinate disbursements and financial reporting for funding agreements.
• Interpret contract provisions and respond to inquiries about obligations.
• Assist in development of monthly forecasts, budgets, and strategic plans.
• Support in annual audits and financial planning activities.
• Maintain accounting records and provide audit trails for compliance.

Skills

Financial analysis

Budgeting

Internal controls

Auditing support

Contract management

Education

Bachelor’s Degree in Accounting/Business Administration

Tools

ERP software

Microsoft Excel

Job description

Are you looking for an inviting and exciting career opportunity? Do you have a passion for working collaboratively and making a difference? If the answer is “Yes”, this is the job for you!

Catholic Social Services is currently seeking two (2) full-time 40 hours per week, Senior Financial Analysts in EDMONTON to join our Finance department. Providing excellent client-centered care, you are confident, thoughtful, and motivated to achieve success when supporting others in your community!

Job Summary:

Reporting to the Controller, theSeniorFinancial Analystisresponsible forthe finance function inone or more of our service areas. The role includes assisting Management with negotiating funding agreements; cost allocations among programs; preparingand monitoring of budgets; monitoring, testing,and strengthening of internal controls; preparingmonthly financial statements; contractual financial reporting; liaising with internal and external auditors; analyzingcurrent systems/processes and recommending improvements;andmentoring service area staff on financial matters.

Collaboration

• Understands, supports, promotes, and adheres to the Agency’s vision, mission, values, and organizational ethics, and treat all persons with humility, compassion, and respect
• Presents as a positive and professional role model and ambassador for the Agency in interactions with internal and external stakeholders.Maintains respectful personal boundaries
• Communicates effectively and respectfully in a professional and confidential manner with all employees and external stakeholders; both verbally and in writing
• Establishes andmaintainsrespectful, collaborative working relationships with employees and external stakeholders, as applicable

Financial

• Prepares internal/external financial reporting on the status of contracts
• Coordinates the preparation andmaintainingof disbursements and financial reporting for funding agreements
• Interprets contract provisions and responds to inquiriesregardingcontractual obligations
• Analyzes, problem solves, and recommends solutions to contract related issues
• Assists/participatesin contract negotiations with government and other funders
• Provides support in the development of Agency business proposals
• Assistsin development of monthly forecasts, annual budgets, and strategic plans
• Managesreceipt and initiation of stakeholder concerns by resolving/diffusing issuesin a timely manner
• Developseffective strategies and processes to ensureappropriate allocationof funding to multiple programs
• Participates in financial planning activities and annual audits
• Liaiseswith multiple levels ofinternal/external stakeholders
• Maintainsa wide variety of accounting information, files,and records in written and electronic formats for the purpose of providing an up-to-date reference and audit trail for compliance
• Identifiesgaps in processes, practices,and guidelines anddevelops/recommends improvements and best practices
• Identifiesrisks and issues, suggesting alternatives that lead to the best solution
• Contributes to implementation of policies, procedures, and internal controls; ensuring policies and procedures are documented and communicated appropriately

General

• Ensuresappropriateand confidential handling and storage of client/Agency information and documentation in accordancetoAgency policies, procedures, and standards
• Initiates ongoing process improvements within;assistswith the implementation of approved proposals, processes, procedures, and reports as assigned
• Assistsin training and supporting new employees and colleagues with AP and AR procedures and processes
• Reports incidents to manager or designatein a timely manner
• Follows health and safety protocols while adhering to Agency policies and procedures
• Maintains a pleasant and safe work environment, ensuringhigh levelsof cleanliness, comfort, and safety
• Completes andsubmitsregular and ad hoc reports and documentation as per standard procedures on or before assigned due dates
• Attends and activelyparticipatesin scheduled meetings. Supports team initiatives and helps toidentifyproblems and suggest solutions
• Performs other related duties asrequired

What This Job Requires:

• Minimum of aBachelor’s Degreein Accounting/Business Administrationor equivalentfrom a recognizededucational institution
• Having a Chartered Professional Accountant (CPA) designation is an asset
• Additionalrelevant certifications or designationsconsidered an asset
• Minimum offive (5)related accounting and finance experience, preferably in a not-for profit environment
• Minimum offive (5)years’ experience preparing working papers for external audits
• Prior financial analysis,analysistechniques,budgeting,and some strategic planning experience is an asset
• Prior leadership/supervisory experience is preferred
• Experience working within an ERP financial system is preferred
• Equivalent combinations of educationand experience may be considered
• A reliable Vehicle, Valid Driver’s License, Vehicle Registration and Third Party Liability Insurance (amount of two million)
• Driver's Abstract with less than six (6) demerit points current within one (1) year
• Police Information Check current within six (6) months

Police Information Check within the last 6 months and an Drivers Abstract within the last 6 months are conditions of employment and the financial responsibility of the candidate.

Knowledge, Skills, and Abilities

• Advanced knowledge andproficiencyin using applicable Microsoft(MS)suite programs, especially Exceland Word
• Proficient in use of other Agency-assigned computer applications, systems, and databases
• Thorough understanding ofGenerally Accepted Accounting Principles(GAAP),accounting principles, practices,and applications
• Forward thinking, analytical, with strong planning and technical accounting abilities
• Strongcustomer-relation skills, client-service attitude, and commitment to providing exceptional service and quality results with empathy and compassion
• StrongEnglish-language communication skills, both verbal and written, to communicate using activelistening,tounderstand, comprehend, andcomply withall job requirements
• Awareness of and sensitivity towards individuals with diverse needs
• Ability and willingness to work in and contribute to a diverse and inclusive team environment that may include a wide range of beliefs, lifestyles, languages, cultures, and ethnic backgrounds
• Comfortable working in a Catholicenvironment, being respectful ofrelevant Catholic teachings and practices
• Strong interpersonal and conflict management skills tofacilitateworking effectivelywith wide range and number of people, includingemployeesand external stakeholders
• Strongnegotiation, persuasion, and listening skills tofacilitatesuccessful resolution of funder, vendor, and Agency requests and concerns
• Knowledge of and effective collaboration with diverse groups of people including internal and external stakeholders, funders, and vendors
• Collaborative skills: willingness to work as a team member, consulting and sharing information with colleagues and stakeholders, and contributing to the development and evaluation of services provided
• Ability to work collaboratively as a member of a team as well as independently with minimal supervision
• Attentiveness to details and ability to process high volumes of transactions whilemaintaininga culture of strong internal control and a high standard of client service levels within a fast-paced environment with frequent interruptions
• Applies systematic, logical reasoning,problem solving, critical thinking,andsound judgmenttoaddress problems or situationsto arrive atan appropriate solutionoroutcomewhile recognizing the sensitive nature of issues
• High levelof professionalism,confidentialityand diplomacy; with ability to manage sensitive and confidential information andcomply withall regulatory requirements and Agency Privacy and Confidentiality policies and procedures
• Up-to-date knowledge of Agency policies, procedures,and standards; as well as relevant legislation, regulations, practicestandardsand practice guidelines
• Resourcefulness and flexibility to adapt to changing needsof vendors, funders, circumstances, and Agency
• Advanced time management, planning, and organizing skills to achievegoals andmeet deadlines
• Strong ability to multi-task,establishpriorities, and take initiative
• Ability and willingness to work outside of regularbusinesshours asrequiredto meetAgency needs.Advance notice will be provided when possible
• Ability and willingnesstofrequentlytravel, asrequired, to different offices, programs, and other sites towork,attendand/or conductmeetings, presentations, and/or training

Core Competencies

• Leadership:Maintainsprofessional and positivemannereven under changing or uncertain conditions. Works well with a wide range of individuals to provide support, coaching,encouragementand direction. Engages othersin order toaccomplishAgency goals and strategies
• Analytical Thinking:Appliessystematic, logical reasoning when addressing problems or situationsin order toarrive atan appropriate solutionor outcome. Considersthe various issues and components of the problem; developssequential steps to address the situation and determinesappropriatetimeframesand priorities
• Decision Making:Makes concrete, well-informed andthought outdecisions that support the overall organization.Able to makequickeffective decisions even when data and details are limited.When makingunfavorabledecisions that might have negative consequences,will examine the impacts and potential implications to ensure that decision is valid forthe situation
• Problem Solving:Demonstratesthe ability to break a situation down into smaller pieces toidentifykey issues, figuring out cause and effectrelationshipsin order toreach a resolution. Useslogic and analytical methods to come to a realistic solution
• Customer Focus:Ensures andmaintainscustomer satisfaction with the services offered.Determinescustomer needs-asks open ended and probing questions, listens, allow clients to express themselves, confirms understanding, and uses positive aptitude
• Communication: Expressesand transmits information with consistency and clarity.Usesactive listening techniquesin order toeffectively understand and provide feedback. Summarizes information according to the audiencein order topromote engagement and increase understanding
• Ethics and Integrity:Earns the trust and respect of others through consistent honesty and professionalism in all interactions. Diplomatically handles challenging ortense interpersonal situations

Working Conditions

• Works in a standard office environment with standard office equipment,or from home office with standard office equipment andreliable internet connection
• Regular, andfrequentlyprolonged, use of computer
• Primarily works regular business hours;howeverincumbent may be requiredto occasionally work outside of regular hours to meet Agency needs. Advancenotice will be provided when possible
• Regular interactions with external contacts includingvendors, funders,andkey stakeholders
• Regular interactions with internal employees
• Frequent (i.e.between 25% and 75% of time on the job),travelwithinEdmonton andCentral Alberta isrequired
• Work remotely

What We Offer:

• The annual salary for this position is$90,467.56 to $108,023 depending on qualifications and experience.
• We offer flexibility and a supportive working environment.
• Comprehensive benefit options when eligible.
• Work within a highly collaborative, team-oriented organization, where your ideas are heard, and you can see your impact daily.
• Growth Opportunities: Apply and grow your skills within a dynamic, innovative, and expanding Agency that is taking a leadership role in our industry.

About Catholic Social Services:

You will be joining an established Agency that is guided by faith to care for and bring hope to people in need with humility, compassion and respect.

With 65 years of service delivery experience, Catholic Social Services is one of the largest multi-function social services agencies in Canada, with nearly 2000 staff, and hundreds of volunteers delivering over 100 different programs to people in need throughout Central Alberta and Edmonton.

Our values are at the core of everything we do!

• Humility: We acknowledge with gratitude our human abilities and limitations. We demonstrate humility by doing the best that we can with the resources that we have.
• Compassion: We respond to people in need with love. We demonstrate our compassion by caring for people without judgment and without condition.
• Respect: We demonstrate our respect by being personally present, open and attentive to those we care for and by honouring their dignity and freedom.

We thank all applicants. Only candidates selected for an interview will be contacted.

Catholic Social Services is committed to fostering a diverse and representative workforce. In an effort to enrich our agency and reflect the communities we serve, we welcome applications from qualified individuals of all diverse groups and backgrounds.