Analyst, Financial Planning & Analysis
Job Summary
Our Story & Purpose:
Were Vancity a member-owned credit union built on the principles of inclusion and social justice. Since 1946 our relentless commitment to these values has helped us challenge the status quo and break down barriers. Weve made bold commitments to become net-zero by 2040 across all mortgages and loans and were actively pursuing strategies in Indigenous banking and financial resilience for our members.
As the largest private sector Living Wage Employer in Canada were proud to be consistently recognized as one of the countrys Top Employers. If youre ready to join our team of 2300 diverse individuals access competitive rewards and benefits and be part of a greater movement - apply today!
Your Role in Supporting Our Members:
As an Analyst Financial Planning & Analysis you will support the execution of financial planning and analysis activities that help drive operational and strategic decision making across the organization. You will be a key partner in budgeting forecasting variance reporting and interpreting financial results to produce insights that support Vancitys business priorities. Were looking for a financial professional who thrives in analytical work enjoys collaborating across teams and can translate complex data into clear actionable guidance for leaders.
This is a Full-time Permanent role based at the Vancity head office and will report directly to the Manager Financial Planning & Analysis. While this position provides a hybrid work arrangement you will be expected to be onâsite for events and business demands.
How Youll Make an Impact:
- Identifying and investigating monthly and quarterly variances to budget and forecast
- Supporting the preparation of monthâ and quarterâend reports and analysis to communicate financial results
- Providing support for strategic planning annual operating budget and forecasting processes
- Creating and maintaining financial models and dashboards that explain financial performance
- Participating in crossâfunctional initiatives and ad hoc projects requiring financial analysis
- Proactively seeking opportunities to improve processes and forecasting accuracy
- Leveraging technology solutions to enhance efficiency and analytical capability
What Youll Bring to the Team:
- A CPA Designation University degree in either Commerce Business Administration Finance or related discipline
- Minimum 3-5 years of progressive experience in finance financial analysis or reporting
- Strong financial background with expertâlevel Excel skills
- Experience with Power BI considered an asset
- Strong analytical modeling and problemâsolving skills
- Excellent written and verbal communication skills with the ability to collaborate across teams
- Ability to conduct a presentation to senior management
- Ability to distill and summarize large complex data sets clearly and concisely
Extra Skills That Set You Apart:
- Experience in Credit Union/Banking Sector
- Experience supporting enterpriseâwide planning cycles
- Exposure to dashboard development or data visualization tools
- Ability to identify process improvements in financial planning workflows
- Experience with SQL Server Management Studio & Sage
Youll Thrive Here If You Are:
- An excellent communicator Skilled at conveying complex information clearly and collaborating across diverse functions.
- Detailâoriented and strategic Able to dive deep into data while keeping the broader organizational context in focus.
- Curious and innovative Interested in industry trends and motivated to find insights behind the data.
- Resultsâoriented A selfâstarter who delivers highâquality outputs on time and seeks solutions proactively.
We value lived experience so if you are interested in this role we encourage you to apply even if you feel your skills dont perfectly align with those listed.
What Youll Earn:
This role offers a salary range of$69700 to $82000 per annum. The base pay offered may vary depending on factors such as relevant qualifications skills previous experience and internal equity. As part of our total rewards package employees may also be eligible for our annual incentive program subject to program eligibility requirements.
Why Youll Love Working Here:
A career at Vancity is more than just a job youre joining a tradition of change-makers who are creating lasting change for our communities. Beyond base pay we offer a comprehensive total rewards package to ensure our employees are empowered to thrive:
- Living Wage Employer: Were the largest private-sector Living Wage Employer in Canada and consistently ranked among Canadas Top Employers.
- Customizable Benefits: Permanent employees receive flexible benefit packages that can be tailored annually to meet evolving needs.
- Generous Vacation: New employees start with 3-4 weeks of vacation per year with additional days earned overtime.
- Extra Stat Holidays: In addition to BCs 11 statutory holidays we offer 2 extra days plus care days for personal or family illness.
- Immediate Health Coverage: Health and dental benefits begin on your hire date with three levels of coverage to choose from.
- Defined Benefit Pension: Our retirement plan provides a guaranteed income for life recognizing that retirement looks different for everyone.
Vancity Talent Programs:
Vancity supports an inclusive hiring process for candidates who self-identify as Indigenous Black or Trans. With special permission from the BC Human Rights Commissioner this initiative provides access to career development opportunities prioritized job screening and feedback. Any information you choose to share will be stored securely and used only for recruitment and career development connected to this initiative in line with the BC Personal Information Protection Act (PIPA). For details please see our dedicated Talent Programs job posting.
At Vancity were committed to creating a welcoming and inclusive workplace to help our people and communities thrive and prosper. Diversity in our workforce is integral so that we can truly represent understand and respond to our community needs and deliver on our member experience.
We are also committed to an inclusive barrier-free and accessible recruitment experience for all candidates. If you require any accommodations or support at any stage of the recruitment process (including the application stage) we encourage you to let us know by contacting our Talent Acquisition team at Were here to work with you to ensure your needs are met promptly and effectively. All requests will be handled with the utmost respect and confidentiality so you can participate fully in the process.
Required Experience:
IC
About Company
Vancity is a credit union committed to a clean and fair world. Accounts, credit cards, mortgages, business banking and more.