Finance Analyst (Full Time)

Momentum Community Economic Development SocietyCalgary, AB
Hybrid

About The Position

Momentum is seeking a Finance Analyst to improve finance processes, leverage systems and technology for efficiency, strengthen reporting, and prepare for a future accounting system implementation. This role involves owning parts of the monthly accounting cycle to gain practical understanding for internal improvements. The goal is to enhance finance operations to provide reliable information, meet funder requirements, and better support programs and decisions.

Requirements

  • A relevant post-secondary degree or diploma, or equivalent experience.
  • At least three years in finance operations, accounting, or a related role.
  • Demonstrated experience improving, automating, or documenting a process, from identification through implementation and results.
  • Advanced Excel skills, including Power Query and complex formulas.
  • Experience using an ERP or accounting system to improve finance processes.
  • Sound accounting fundamentals and hands-on experience with revenue, reconciliations, and month-end.

Nice To Haves

  • Experience with Dynamics GP
  • Experience with Power BI
  • Experience with Power Automate
  • Experience with SharePoint
  • Experience with Raiser's Edge
  • Experience with funder reporting
  • Experience with non-profit accounting
  • CPA preparatory coursework

Responsibilities

  • Simplify and standardize recurring finance processes, strengthen controls, and improve documentation.
  • Optimize the use of Dynamics GP, including Integration Manager, Fixed Assets, accounts receivable, and credit card functionality.
  • Utilize Excel, SharePoint, and Microsoft Power Platform tools to reduce manual work and build efficient, sustainable processes.
  • Support the preparation for a future accounting system implementation, including requirements gathering, data cleanup, testing, and training.
  • Prepare and support financial reporting for funders, proposals, and internal users.
  • Support recurring reporting and ad hoc financial analysis.
  • Improve internal reporting and reduce the effort required to produce it.
  • Complete assigned parts of the monthly accounting cycle, including revenue processing, deferred revenue, reconciliations, recurring entries, and allocations.
  • Support investment activity and credit card processing.
  • Maintain accurate financial information across systems and supporting records.
  • Serve as a knowledgeable resource to Finance colleagues on accounting processes and tools.

Benefits

  • Competitive compensation
  • Competitive benefits within the non-profit sector
  • Hybrid work environment
  • Supportive, growth-focused workplace
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