Senior Financial Analyst - Budget & Reporting

Servus Credit Union•Edmonton, AB

23h

About The Position

The Senior Financial Analyst (Budget & Reporting) plays a key role in supporting the organization's financial planning, budgeting, forecasting, and performance reporting activities. This position is responsible for developing and maintaining financial models, delivering insightful analysis and reporting, preparing executive and Board-level materials, and providing strategic financial insights to support decision-making. The ideal candidate combines strong financial acumen, advanced analytical and modelling skills, and the ability to communicate complex financial information to a variety of stakeholders.

Requirements

Bachelor's degree in Finance, Accounting, Commerce or a related field.
Advanced proficiency in Microsoft Excel, including Power Query
Minimum of 5 years of experience in finance, FP&A, accounting, audit, or a related analytical role.
Demonstrated ability to manage multiple priorities and deliver results in a fast-paced environment.
Strong analytical, problem-solving, interpersonal, and communication skills with a high degree of attention to detail.

Nice To Haves

CPA or CFA designation is strongly preferred.
Experience with IBM Planning Analytics (TM1) is considered an asset.
Experience within a financial institution or banking environment is considered an asset.
Experience with Power BI and data visualization tools is considered an asset

Responsibilities

Support the annual budgeting process by developing assumptions, communicating timelines and expectations, and ensuring adherence to key deadlines.
Coordinate and administer the annual budget and quarterly forecasting cycles, including the development of templates, reports, and supporting processes.
Maintain and enhance budgeting models by incorporating stakeholder inputs, managing calculations, and ensuring model integrity and performance.
Lead complex financial modelling activities, including payroll, benefits, and depreciation forecasting.
Deliver standard reporting to support actual versus budget analysis.
Provide detailed variance analysis and insights to FP&A leadership.
Manage and maintain the centralized reporting environment, including general ledger, cost centre, project hierarchies, and supporting data structures.
Develop and deliver KPI reporting and performance analysis for senior leaders and business stakeholders.
Prepare quarterly Board of Directors reporting packages, including financial results, key trends, and supporting commentary.
Create executive-level presentations, visualizations, and briefing materials to support FP&A discussions with SLT, ELT, and the Board.
Monitor the financial performance of peer and competitor financial institutions and provide comparative analysis and industry insights.