Analyst, Financial Planning & Analysis

Vancity • Vancouver, BC

78d • Hybrid

About The Position

As an Analyst, Financial Planning & Analysis, you will support the execution of financial planning and analysis activities that help drive operational and strategic decision making across the organization. You will be a key partner in budgeting, forecasting, variance reporting, and interpreting financial results to produce insights that support Vancity’s business priorities. We’re looking for a financial professional who thrives in analytical work, enjoys collaborating across teams, and can translate complex data into clear, actionable guidance for leaders. This is a Full-time, Permanent role based at the Vancity head office and will report directly to the Manager, Financial Planning & Analysis. While this position provides a hybrid work arrangement, you will be expected to be on‑site for events and business demands.

Requirements

• A CPA Designation, University degree in either Commerce, Business Administration, Finance, or related discipline
• Minimum 3-5 years of progressive experience in finance, financial analysis, or reporting
• Strong financial background with expert‑level Excel skills
• Strong analytical, modeling, and problem‑solving skills
• Excellent written and verbal communication skills with the ability to collaborate across teams
• Ability to conduct a presentation to senior management
• Ability to distill and summarize large, complex data sets clearly and concisely

Nice To Haves

• Experience with Power BI considered an asset
• Experience in Credit Union/Banking Sector
• Experience supporting enterprise‑wide planning cycles
• Exposure to dashboard development or data visualization tools
• Ability to identify process improvements in financial planning workflows
• Experience with SQL Server Management Studio & Sage

Responsibilities

• Identifying and investigating monthly and quarterly variances to budget and forecast
• Supporting the preparation of month‑ and quarter‑end reports and analysis to communicate financial results
• Providing support for strategic planning, annual operating budget, and forecasting processes
• Creating and maintaining financial models and dashboards that explain financial performance
• Participating in cross‑functional initiatives and ad hoc projects requiring financial analysis
• Proactively seeking opportunities to improve processes and forecasting accuracy
• Leveraging technology solutions to enhance efficiency and analytical capability

Benefits

• Competitive rewards and benefits
• Flexible benefit packages that can be tailored annually
• 3-4 weeks of vacation per year, with additional days earned overtime
• 2 extra stat holidays, plus care days for personal or family illness
• Immediate Health Coverage: Health and dental benefits begin on your hire date, with three levels of coverage to choose from.
• Defined Benefit Pension: Our retirement plan provides a guaranteed income for life

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level