Directeur FP&A analysant les données financières, budgets et prévisions chez Fresche Solutions, fournisseur de solutions logicielles. Soutien aux décisions stratégiques, à la tarification et aux opérations de fusions - acquisitions.
CU
Senior Financial Analyst – Budget & Reporting
Posted 4 days ago
About the role
- Senior Financial Analyst supporting budgeting, forecasting, and performance reporting at Canada’s largest credit union. Building financial models and preparing executive and Board-level insights.
Responsibilities
- Support the annual budgeting process by developing assumptions, communicating timelines and expectations, and ensuring adherence to key deadlines
- Coordinate and administer annual budget and quarterly forecasting cycles
- Develop templates, reports, and supporting budgeting processes
- Maintain and enhance budgeting models, incorporating stakeholder inputs and ensuring model integrity and performance
- Lead complex financial modelling activities, including payroll, benefits, and depreciation forecasting
- Deliver standard reporting for actual versus budget analysis
- Provide 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 with financial results, key trends, and commentary
- Create executive-level presentations, visualizations, and briefing materials for FP&A discussions with SLT, ELT, and the Board
- Monitor peer and competitor financial institutions' performance and provide comparative analysis and industry insights
Requirements
- Bachelor's degree in Finance, Accounting, Commerce or a related field
- CPA or CFA designation strongly preferred
- 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
- Ability to manage multiple priorities and deliver results in a fast-paced environment
- Strong analytical, problem-solving, interpersonal, and communication skills
- High degree of attention to detail
- Experience with IBM Planning Analytics (TM1) considered an asset
- Experience within a financial institution or banking environment considered an asset
- Experience with Power BI and data visualization tools considered an asset
Benefits
- Profit sharing
- Voting for the board of directors
- Access to all financial services provided by the credit union
- Competitive rates
- Inclusive, equitable, and accessible workplace
- Accommodations available during every stage of the hiring process upon request
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