Senior Financial Analyst – Partnerships

Job not on LinkedIn

🔥 6 minutes ago

🇨🇦 Canada – Remote

⏰ Full Time

🟠 Senior

💸 Financial Planning and Analysis (FP&A)

👻 Ghost score 10%

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connectFirst Credit Union

WebsiteLinkedInAll Job Openings

501 - 1000 employees

Founded 2014

🛡️ Insurance

🏦 Banking

💸 Finance

Insurance • Banking • Finance

connectFirst Credit Union is a Canadian credit union providing retail and business financial services, including chequing and savings accounts, credit cards, mortgages, personal and commercial loans, investment products (GICs, wealth management), and insurance. It operates branch and digital banking channels, serves personal, small business, agri-business, commercial and non-profit clients, and emphasizes community-focused programs and member rewards. The organization highlights customer service, local presence, and financial products aimed at helping members save, borrow, invest and protect their assets.

📋 Description

• 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 financial impact, risks, and trade-offs of business decisions • Support business cases and investment decisions • Partner with business leaders to develop budgets and forecasts aligned with organizational goals • Analyze financial performance, revenue and expense drivers, and variances • Provide insights and recommendations to improve results • Deliver data-driven insights supporting profitable growth and informed decision-making • Support development and use of profitability reporting • Identify business performance improvement opportunities • Develop financial models, forecasts, and projections • Leverage data, analytics, and reporting tools to generate insights and improve efficiency • Communicate financial performance effectively • Report to the Director, Business Finance

🎯 Requirements

• 5+ years’ experience working in finance or a related analytical field • Experience with financial institution operations is a valuable asset • Advanced Excel skills • Experience with data analytics and reporting tools such as Power BI, Power Query, SQL, IBM Profit Analytics, or similar • Strong analytical, financial modelling, and reporting capabilities • Ability to turn data into actionable insights • Excellent communication and relationship-building skills • Proven ability to influence stakeholders • Ability to manage competing priorities and multiple initiatives in a fast-paced environment • Ability to work independently and take initiative • Self-motivated and entrepreneurial • CPA or CFA designation preferred • Bachelor’s degree in Commerce, Finance, or a related field, or an equivalent combination of education and relevant experience • Selected candidate must successfully pass a criminal background check, reference check, and credit check • Candidates currently residing in Alberta are preferred; candidates in Western Canadian provinces are also eligible

🏖️ Benefits

• Competitive compensation including performance-based incentive pay and profit share • Health and wellness benefits • Vacation program • Retirement savings program • Training & Development Opportunities • Career Advancement Potential • Flexible work options • Meaningful work towards individual and corporate goals • Employee volunteer program and opportunities to give back • Credit union membership benefits including profit sharing, voting for the board of directors, and access to all financial services • Inclusive, equitable, and accessible workplace • Workplace accommodations available during every stage of the hiring process

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