Senior Analyst/Associate, Corporate Financial Planning & Analysis

BCI•Victoria, BC

3d•CA$93,000 - CA$128,000•Onsite

About The Position

BCI is seeking a Senior Analyst or Associate to join its Corporate Financial Planning & Analysis (CFP&A) team. This role operates at the intersection of finance and strategy, supporting 13 internal departments with annual budgeting, forecasting, monthly reporting, and strategic analysis. The position is not routine and requires proactive relationship building, comfort with ambiguity, and the ability to translate complex data into compelling narratives. The ideal candidate will be a trusted financial voice, whether coming from a Big Four firm, a pension fund, or an asset manager. The role involves supporting senior executives in financial planning processes, providing analysis for strategic decisions, and contributing to reporting deliverables for various senior teams and the Board of Directors.

Requirements

University degree in Finance, Economics, Business, or related field
Professional finance or accounting designation (CPA or CFA)
Sound judgment and a service-oriented mindset with a commitment to high-quality work
Strong analytical and critical thinking skills, with the ability to tackle complex problems in a fast-paced environment with competing priorities
Strong capabilities with Microsoft Office including Excel, Word, and PowerPoint
Proficient with generative AI tools (e.g., Claude or ChatGPT) to accelerate and enhance analysis, modeling, and communication, including the judgment to validate outputs and recognize where AI is not appropriate
2–3 years' experience in financial planning, budgeting, and forecasting (for Senior Analyst)
Working knowledge of accounting principles, financial reporting, and budgeting practices and procedures (for Senior Analyst)
Financial modeling experience (for Senior Analyst)
Excellent written and verbal communication skills (for Senior Analyst)
5+ years' experience in financial planning, budgeting, and forecasting in an FP&A function (for Associate)
Strong understanding of accounting principles and the Finance function (for Associate)
Extensive financial modeling experience (for Associate)
Excellent written and verbal communication skills, with the ability to work confidently across a diverse range of professionals in a proactive and confidential manner (for Associate)
Proven experience engaging with senior and executive management (for Associate)

Nice To Haves

Experience with Workday Adaptive Planning or similar planning and accounting software, or other relevant business intelligence tools
Experience optimizing work processes, balancing efficiency with client service needs
Experience in asset management or financial services, preferably within a complex decentralized organization

Responsibilities

Analyzes budget-to-actual variances, identifies key drivers of change, and prepares analysis to support management reporting.
Prepares monthly cost accruals and reclassifications, and collaborates with Corporate Accounting to complete month-end close in a timely manner.
Utilizes Workday Adaptive Planning to prepare and maintain accurate forecast and budget reporting.
Liaises with budget leads and client departments across the organization to obtain, update, and verify forecast and budget information.
Contributes to the development, execution, and continuous improvement of KPI reporting processes and procedures.
Develops and maintains relationships with BCI staff to support effective delivery of CFP&A services.
Supports annual budgeting, forecasting, and quarterly forecast updates for assigned departments, collaborating with Finance teams and Client Departments to ensure accuracy and completeness.
Prepares and presents budget and forecast-related reporting to various audiences including the Board, management, and budget and project owners.
Supports Client Department budget leads by preparing and updating financial information and providing ad hoc financial analysis to assist with decision making.
May assist the Senior Manager and Director with special projects and corporate deliverables.
Prepares annual budgets, forecasts, and quarterly forecast updates for assigned departments, collaborating with Finance teams — primarily Corporate Accounting, Procurement, and Client FP&A — and Client Departments to ensure accuracy and completeness.
Develops recommendations to improve spend and budget accuracy using advanced financial modeling.
Oversees and reviews the monthly internal cost recovery process and its various reporting outputs for the Board, Clients, Senior Management Team, and department heads.
Provides invoice coding support to various client departments to ensure accurate cost allocation.
Prepares and presents monthly, quarterly, and annual financial reporting to Client Department senior leadership and budget owners.
Partners with Client Department budget leads at regular intervals to prepare, update, and present financial information, and provides ad hoc analysis, input, and recommendations to support decision making.
Supports the Senior Manager and Director with special projects and corporate deliverables for SMT, EMT, Audit Committee, Board of Directors, and Clients.