- Supports (and leads where required) the annual budget process and business plan process
- Collaborates with other Finance and relevant corporate teams to collect and synthesize budget data
- Supports and contributes to the ongoing improvement of budgeting, forecasting, planning, and modeling tools and processes.
- Conducts regular and ad-hoc financial reporting and analyses and supports leadership by providing appropriate recommendations.
- Conducts profitability analysis and monitors profitability on multiple dimensions of the business.
- Researches and analyzes financial data for regulatory or compliance reporting.
- Leads monthly financial reviews with department leaders
- Monitors performance against budget and recommends actions to improve financial performance.
- Supports financial KPIs; recommends and implements performance metrics.
- Assists with development and maintenance of financial models (eg. Budget, project, business case models) to support Beem's strategic goals
- Contributes to the ongoing improvement of practices and processes to promote operational efficiency.
- Participates in and/or leads finance projects to support best-in-class solutions for Finance and FP&A activities, performance measurement, and portfolio analysis to support Beem's organizational goals.
- Develops strong working relationships with department leaders to assist them in achieving the organizational strategic and financial priorities
- Create visually captivating PowerPoint presentations to enable clear messaging of financial data
- Supports strategic organizational projects and contributes as FP&A subject matter expert.
- Collaborates with Finance teams and other stakeholders to ensure smooth processes and trusting relationships.
- Provides mentorship/leadership to financial analysts and/or other finance staff in budget and financial analysis duties
- Post-secondary degree in accounting or finance
- CPA or CFA accreditation, or approaching completion
- years' experience in a similar role; experience in a credit union or financial institution is a strong asset
- Solid experience with financial modelling, budgeting and forecasting
- Strong technical (excel, Power Query, Power BI), analytical, and communication skills
- Equivalent combination of the above may be appropriate
- Competitive base salary; reviewed annually. The salary range for this position is $, to $,.
- An incentive bonus plan.
- Flexible, hybrid work environment. The role would be based out of Beem Credit Union corporate locations. LI-hybrid.
- Extended health care, dental coverage and disability coverage.
- Favorable vacation benefits - paid time off to recharge
- RRSP with Employer contributions, and the option to contribute yourself.
- Special banking perks - including mortgage and lending products.
- Build Together: You are a team player who thrives on collaboration, sparks ideas, and fosters inclusivity.
- Own It: You are ready to take charge, drive change, and deliver outstanding results.
- Lead with Agility: You are a dynamic, adaptable thinker who thrives on challenge and innovation.
- Driven by Curiosity: You are eager to explore, learn, and shape the future.
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Senior Financial Analyst - Kelowna, Canada - G&F Financial Group
Description
About Beem
Beem Credit Union, founded by Gulf & Fraser and Interior Savings, is the second largest provincially regulated credit union in BC with approximately $ billion in total assets under administration. , Beem employees work to serve over , members who live and work across the province. The credit union offers personal and commercial banking and a full range of insurance and wealth management services from branches that span BC from downtown Vancouver to the North Peace region.
At Beem, we strive to create a future where everyone in our communities can achieve financial wellness. We are proud to serve our members across BC by offering reliable advice, a welcoming environment, and a full range of personal and business banking, investment, and insurance solutions. We help our members find the best options to fulfill their financial potential. We believe in the power of progressive thinking and positive action to take incredible steps forward in every aspect of life.
Learn more about our journey to build Beem Credit Union at
Looking to join a team of driven, collaborative, and positive professionals, grow your career, and contribute meaningfully to your community? Sounds like this opportunity might be the perfect fit
What this role is all about:
Beem Credit Union is seeking a driven and detail-oriented Senior Financial Analyst to support Beem's overall Financial Planning & Analysis (FP&A) function by performing a variety of financial analysis, budgeting, and forecasting tasks, ensuring financial performance is accurately and effectively monitored at different levels across the credit union. If you're passionate about supporting strategic organizational objectives and making relevant recommendations to improve overall financial performance and process efficiencies, we want to hear from you Apply now to become our next Senior Financial Analyst and play a key role in shaping the future of Beem Credit Union.
This role will enjoy hybrid working arrangements which can be fulfilled primarily from the Burnaby Corporate office or at our Kelowna Corporate Office. If you are someone who likes the ability to vacation in your hometown, the beautiful Okanagan is for you – from the surrounding lakes, hiking trails and countless wineries, there is something for everyone If you prefer the hustle that a city provides, we also have locations in the Lower Mainland where there is an abundance of cultural diversity within the communities, scenic parks, and surrounding views of the Pacific Ocean. Come experience Beem and the communities we serve
What you'll do:
Budget & Forecast
Financial Reporting & Analysis
Financial Modeling
Special Projects & Collaboration
A little about your qualifications:
What you'll gain:
At Beem we are BOLD and Always Welcoming and our values are at the forefront of everything we do
Ready to join?
Visit us at and to learn more about what it's like to work for Beem Credit Union We sincerely thank all applicants for their interest; however, only shortlisted candidates will be contacted for an interview.
We at Beem Credit Union are committed to ensuring inclusive employment practices and an accessible business environment for our employees. We do not discriminate based on any protected attribute covered by the Human Rights Code and encourage all qualified candidates to apply. We are committed to a fair and equitable hiring process for all candidates.
