[Hiring] Senior Financial Analyst @Servus Credit Union

Role Description

Reporting to the Director, Business Finance, the Senior Financial Analyst (Partnership Focus) provides financial planning and analysis, business advice, and decision support to leaders across the organization. This role builds strong partnerships with key stakeholders and supports business units through budgeting, forecasting, business case development, performance analysis, and profitability reporting to drive informed decisions and profitable growth.

• 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 the financial impact, risks, and trade-offs of business decisions to support business cases and investment decisions.
• Partner with business leaders to develop budgets and forecasts aligned to organizational goals.
• Analyze financial performance, key revenue and expense drivers, and variances, providing insights and recommendations to improve results.
• Deliver data-driven insights that support profitable growth and informed decision-making.
• Support the development and use of profitability reporting to enhance business performance visibility and identify improvement opportunities.
• Develop financial models, forecasts, and projections to support planning and strategic decision-making.
• Leverage data, analytics, and reporting tools to generate insights, improve efficiency, and communicate financial performance effectively.

Qualifications

• 5+ years’ experience working in finance or a related analytical field.
• Experience with financial institution operations is a valuable asset.
• Advanced Excel skills and experience with data analytics and reporting tools (e.g., Power BI, Power Query, SQL, IBM Profit Analytics, or similar).
• Strong analytical, financial modelling, and reporting capabilities, with the ability to turn data into actionable insights.
• Excellent communication and relationship-building skills, with a proven ability to influence stakeholders.
• Ability to thrive in a fast-paced environment, managing competing priorities and multiple initiatives.
• Self-motivated and entrepreneurial, with the ability to work independently and take initiative.

Requirements

• Chartered Professional Accountant (CPA) designation or Chartered Financial Analyst (CFA) designation is preferred.
• Bachelor’s degree in Commerce, Finance, or a related field, or an equivalent combination of education and relevant experience.

Benefits

• Competitive compensation including performance-based incentive pay and profit share.
• Training & Development Opportunities.
• Career Advancement Potential.
• Flexible work options.
• Meaningful work towards individual and corporate goals.
• Opportunities to get involved and give back through an employee volunteer program.
• All the benefits of being a member of the credit union including profit sharing, voting for the board of directors, and all of the financial services provided.