Client Finance Analyst managing budgets, billing, revenue recognition, and reporting for Marketbridge’s B2B clients. Supporting project profitability across client portfolios.
About the role
- Senior Financial Analyst partnering with leaders on budgeting, forecasting, financial models, and profitability reporting. Supporting informed decisions and profitable growth at Canada’s largest credit union.
Responsibilities
- Provide financial planning, analysis, and decision support to leaders across the organization
- Build strong partnerships with stakeholders to improve business performance and support strategic priorities
- Evaluate financial impact, risks, and trade-offs of business decisions
- Support business cases and investment decisions
- Partner with business leaders to develop budgets and forecasts aligned with organizational goals
- Analyze financial performance, revenue and expense drivers, and variances
- Provide insights and recommendations to improve results
- Deliver data-driven insights supporting profitable growth and informed decision-making
- Support development and use of profitability reporting
- Identify business performance improvement opportunities
- Develop financial models, forecasts, and projections
- Leverage data, analytics, and reporting tools to generate insights and improve efficiency
- Communicate financial performance effectively
- Report to the Director, Business Finance
Requirements
- 5+ years’ experience working in finance or a related analytical field
- Experience with financial institution operations is a valuable asset
- Advanced Excel skills
- Experience with data analytics and reporting tools such as Power BI, Power Query, SQL, IBM Profit Analytics, or similar
- Strong analytical, financial modelling, and reporting capabilities
- Ability to turn data into actionable insights
- Excellent communication and relationship-building skills
- Proven ability to influence stakeholders
- Ability to manage competing priorities and multiple initiatives in a fast-paced environment
- Ability to work independently and take initiative
- Self-motivated and entrepreneurial
- CPA or CFA designation preferred
- Bachelor’s degree in Commerce, Finance, or a related field, or an equivalent combination of education and relevant experience
- Selected candidate must successfully pass a criminal background check, reference check, and credit check
- Candidates currently residing in Alberta are preferred; candidates in Western Canadian provinces are also eligible
Benefits
- Competitive compensation including performance-based incentive pay and profit share
- Health and wellness benefits
- Vacation program
- Retirement savings program
- Training & Development Opportunities
- Career Advancement Potential
- Flexible work options
- Meaningful work towards individual and corporate goals
- Employee volunteer program and opportunities to give back
- Credit union membership benefits including profit sharing, voting for the board of directors, and access to all financial services
- Inclusive, equitable, and accessible workplace
- Workplace accommodations available during every stage of the hiring process
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