Senior Financial Analyst
Envision Financial
Langley, BC, Canada
1h ago

Job Description

We are currently seeking a Senior Financial Analyst to join our team.

The Financial Analysis group is responsible for the preparation of the annual budget and rolling forecasts, creation of financial models, providing financial analysis and insights, and maintaining financial systems.

This role is responsible for complex analytical work in areas of budgeting and forecasting and contributes to the creation of an environment that supports teamwork, collaboration and the achievement of results within the department.

We are open to filling this role remotely (you must be based in Canada), however our preference is to find talent in BC or Toronto.

Here’s what would be included as a part of your typical day

  • Financial Analysis & Reporting : Conducts regular business performance analysis and reporting, including revenue and cost analysis, business case development and financial modeling;
  • monitors actual performance against budget and provides recommendations to improve financial performance and in the implementation of business performance metrics.

  • Modeling : Assists with developing and implementing appropriate financial modeling and forecasting to support the organization’s strategic goals, enhancing the capability for internal modeling of financial outcomes, margin, balance sheet projections, capital, liquidity, operating expenses and non-interest income.
  • Assists with implementing and leading the rolling monthly budgeting and forecasting processes and systems, providing the infrastructure to the business performance team and providing support and oversight at an operational level.

  • Performance Metrics : Identifies and establishes key financial leading performance metrics to assist business managers with operational strategies using such tools as benchmarking, industry ratio analysis and performance standards.
  • Budgeting & Forecasting : Assists with the planning and managing of the annual budget and rolling forecast process for the organization and the production of summary-level reporting for the First West Leadership Team and Board of Directors;
  • partners with the Accounting team to research and understand budget or forecast variances. Contributes to internal service excellence in the production, quality and timeliness of internal reporting by assisting with inquiries from business units and seeking improvements to reporting and budgeting processes.

  • Relationship Building : Liaises and builds trusted working relationships with internal stakeholders, providing financial advisory services and analytics;
  • and serves as primary Finance resource for business units across the organization.

  • Leadership : Provides consultation and advice to the Finance Business Partners regarding budget and forecast queries; mentors Financial Analysts and advises finance staff in all areas relating to budgeting, forecasting & financial analysis.
  • Strategic Projects : Provides support and assistance with strategic projects including but not limited to, mergers, enterprise systems, business transformation, and federal continuance;
  • and acts as a subject matter expert in the areas of financial system integration, financial system implementation, and internal control design and project management.

    Required Skills, Experience & Qualifications

  • Bachelor’s degree in business administration, accounting or in a related field required
  • Professional designation (CPA) or financial designation (CFA) required
  • 5 years’ experience progressive experience
  • Working knowledge of core financial systems (preferably Oracle)
  • Strong analytical, problem solving, and time management skills
  • Takes responsibility for self-development and drives continuous improvement in current role
  • Strong attention to detail
  • Ability to be independent, self motivated, efficient and able to manage competing priorities
  • Exceptional written and communication skills
  • Ability to work collaboratively with stakeholders across Finance
  • Agile mindset to accommodate a dynamic environment
  • Knowledge of Finance theory, corporate planning processes and budgeting systems experience
  • Proficient with Microsoft Office applications, particularly Excel and PowerPoint
  • Previous experience with Oracle EPM software preferred
  • Comprehensive knowledge of all components within the budget process which includes core margin, funds transfer pricing, financial products, income & expenses, fixed assets & liquidity instruments.
  • Comprehensive knowledge of organizational structures and systems as they integrate or contribute to the budget & forecast process
  • Displays an understanding of risk and risk ownership by being able to demonstrate adherence to policies and procedures.
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