Senior Financial Analyst - Partnerships

Servus Credit Union; Calgary, Edmonton, Red Deer; Remote; CAD 95,000 - 125,000; Full time

Benefits offered by this job

Competitive compensation with profit‑a

Incentive pay

Meaningful work and community impact

Job summary

Servus Credit Union is hiring a Senior Financial Analyst (Partnership Focus) to join the Financial Planning and Analysis team. This full-time, remote role prefers Alberta residents and welcomes candidates from Western Canada.

Reporting to the Director, Business Finance, you will provide financial planning, analysis, and partnership-focused support to leaders across the organization. You will build strong stakeholder relationships, develop budgets and forecasts, and deliver profitability

Qualifications

• Minimum 5 years in finance or related analytical field.
• Experience with financial institution operations is a plus.
• Advanced Excel and data analytics/reporting tools experience required.

Responsibilities

• Provide financial planning, analysis, and decision support to leaders.
• Build partnerships with stakeholders to improve performance and support priorities.
• Evaluate financial impact, risks, and trade-offs for business cases.
• Develop budgets and forecasts aligned to goals.
• Analyze performance, drivers, variances, and provide insights.

Skills

Analytical thinking

Communication

Stakeholder influence

Self-motivation

Independent work

Problem solving

Education

CPA designation

CFA designation

Bachelor’s in Commerce/Finance

Tools

Excel

Power BI

Power Query

SQL

IBM Profit Analytics

Job description

We are hiring for full-time Senior Financial Analyst/Partnerships to join our Financial Planning and Analysis team!

Posting closes: November 16, 2026, 4:00 p.m.

Employment Status: Full-time, remote. Candidates currently residing in Alberta are preferred. Open to candidates in Western Canadian provinces as well.

At Servus Credit Union, we do things differently—because we’re a credit union, not a bank. And that difference matters.

We believe in putting people before profits, which is why our members are also our owners. Every dollar we earn is reinvested into the things that matter most: our members, our employees, and our communities. Whether it’s through profit sharing, competitive rates, or local initiatives that make a real impact, we’re here to help Albertans feel good about their money.

We’re looking for passionate, values-driven people to join our team. We welcome individuals from all backgrounds who are aligned with our values and are eager to contribute in meaningful ways. If you're excited to grow your career with a team that’s innovative, hardworking, collaborative and deeply rooted in community, we want to meet you.

Join Servus and discover a better way to work.

Reporting to the Director, Business Finance, the Senior Financial Analyst (Partnership Focus) provides financial planning and analysis, business advice, and decision support to leaders across the organization.

This role builds strong partnerships with key stakeholders and supports business units through budgeting, forecasting, business case development, performance analysis, and profitability reporting to drive informed decisions and profitable growth.

What You'll be Doing:

Financial planning, partnerships, and decision support

• Provide financial planning, analysis, and decision support to leaders across the organization.
• Build strong partnerships with stakeholders to improve business performance and support strategic priorities.
• Evaluate the financial impact, risks, and trade-offs of business decisions to support business cases and investment decisions.
• Partner with business leaders to develop budgets and forecasts aligned to organizational goals.
• Analyze financial performance, key revenue and expense drivers, and variances, providing insights and recommendations to improve results.

Profitability reporting and performance improvement

• Deliver data-driven insights that support profitable growth and informed decision-making.
• Support the development and use of profitability reporting to enhance business performance visibility and identify improvement opportunities.

Forecasting, modelling, and analytics

• Develop financial models, forecasts, and projections to support planning and strategic decision-making.
• Leverage data, analytics, and reporting tools to generate insights, improve efficiency, and communicate financial performance effectively.

What you Bring:

Experience:

• 5+ years’ experience working in finance or a related analytical field.
• Experience with financial institution operations is a valuable asset.
• Advanced Excel skills and experience with data analytics and reporting tools (e.g., Power BI, Power Query, SQL, IBM Profit Analytics, or similar).
• Strong analytical, financial modelling, and reporting capabilities, with the ability to turn data into actionable insights.
• Excellent communication and relationship-building skills, with a proven ability to influence stakeholders.
• Ability to thrive in a fast-paced environment, managing competing priorities and multiple initiatives.
• Self-motivated and entrepreneurial, with the ability to work independently and take initiative.

Education:

Chartered Professional Accountant (CPA) designation or Chartered Financial Analyst (CFA) designation is preferred.

Bachelor’s degree in Commerce, Finance, or a related field, or an equivalent combination of education and relevant experience.

Why Servus?

Working for Servus has outstanding benefits. In addition to standard benefits like health and wellness, vacation and retirement savings programs, we also provide other important benefits such as:

• Competitive compensation including performance-based incentive pay and profit share
• Meaningful work towards individual and corporate goals
• Opportunities to get involved and give back through an employee volunteer program

At Servus, our employees are also members. This means you'll have all the benefits of being a member of the credit union including profit sharing, voting for the board of directors, and all of the financial services we provide ... with a few additional perks!

Employment Eligibility for External Applicants:

The selected candidate(s) must successfully pass a criminal background check, reference check and credit check to qualify for hire by Servus Credit Union.

At Servus Credit Union, we believe in being purposefully cooperative and working together to create a culture of Belonging for everyone. We are committed to an inclusive, equitable, and accessible workplace where everyone is valued, respected, and supported. We encourage applications from individuals of all backgrounds, and accommodations are available during every stage of the hiring process upon request.Your skills, passion and curiosity may find they belong at Servus, so even if you don't check every box, we encourage you to apply!