The key contributions of the Senior Financial Analyst are to develop financial models and high quality, actionable analysis and provide thought leadership in support of corporate and departmental performance and complex, strategic corporate initiatives.
This position contributes to the organization by providing critical performance, profitability, and analysis and recommendations to senior management to support strategic and tactical decisions. The analysis and insight that this position provides to the Credit Union will frequently influence decisions that involve significant strategic and operational outcomes; and may impact credit union performance by millions of dollars in improved profit and efficiency.
This position is accountable for financial modeling and analysis of financial risks in support of executive management and the Board. The position is further accountable for completing and supporting senior management in the analysis, business case preparation, and review of material initiatives and business lines; and providing insights and recommendations.
The position reports to the Manager Financial Analysis but has broad independence to develop analysis and reporting. The position requires regular interaction with senior management, operational and support department management and staff in support of understanding activities and obtaining data for analysis. This position will work at times with ELT as directed.
The analyst output and insight will have a material impact on the credit union performance and profitability through improved profitability/efficiency of support and operational departments and corporate financial results.
Minimum 5 years’ experience in senior level pre and post designation managerial accounting focused on profitability and investment analysis is required.
Senior level accounting and analytical experience in a variety of industries.
Strong proficiency in building and developing financial models.
Highly sophisticated knowledge of Excel and any other related analytic software.
Management level understanding of business operations, implications of decisions, and material considerations in initiatives.
Acquired consultation and negotiation skills.
Demonstrated ability to think critically
Education and Training:
Completion of an undergraduate business program and a post-secondary accounting or financial analysis profession program and/or an MBA.
A business undergraduate degree.
Completion of the Chartered Professional Accounting program (CPA) and/or MBA.