Senior Financial Analyst - Budget & Reporting

Servus Credit Union · Calgary, Alberta, Canada · 2 months ago

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Seniority: Senior
Employment: Contract
Category: Finance
Experience: 5+ years

analytics data-visualization elt general-ledger power-query powerbi

Join Servus Credit Union - Canada’s Largest Credit Union!

We are hiring for a Senior Financial Analyst to join our Budgeting & Reporting team!

This is a temporary 12 month contact.

Posting closes: August 31st, 2026

At Servus Credit Union, we do things differently—because we’re a credit union, not a bank. And that difference matters.

We believe in putting people before profits, which is why our members are also our owners. Every dollar we earn is reinvested into the things that matter most: our members, our employees, and our communities. Whether it’s through profit sharing, competitive rates, or local initiatives that make a real impact, we’re here to help Albertans feel good about their money.

We’re looking for passionate, values-driven people to join our team. We welcome individuals from all backgrounds who are aligned with our values and are eager to contribute in meaningful ways. If you're excited to grow your career with a team that’s innovative, hardworking, collaborative and deeply rooted in community, we want to meet you.

Join Servus and discover a better way to work.

The Senior Financial Analyst (Budget & Reporting) plays a key role in supporting the organization's financial planning, budgeting, forecasting, and performance reporting activities. This position is responsible for developing and maintaining financial models, delivering insightful analysis and reporting, preparing executive and Board-level materials, and providing strategic financial insights to support decision-making. The ideal candidate combines strong financial acumen, advanced analytical and modelling skills, and the ability to communicate complex financial information to a variety of stakeholders.

What you'll be doing:

Budget

Support the annual budgeting process by developing assumptions, communicating timelines and expectations, and ensuring adherence to key deadlines.
Coordinate and administer the annual budget and quarterly forecasting cycles, including the development of templates, reports, and supporting processes.
Maintain and enhance budgeting models by incorporating stakeholder inputs, managing calculations, and ensuring model integrity and performance.
Lead complex financial modelling activities, including payroll, benefits, and depreciation forecasting.

Reporting

Deliver standard reporting to support actual versus budget analysis.
Provide detailed variance analysis and insights to FP&A leadership
Manage and maintain the centralized reporting environment, including general ledger, cost centre, project hierarchies, and supporting data structures.
Develop and deliver KPI reporting and performance analysis for senior leaders and business stakeholders.
Prepare quarterly Board of Directors reporting packages, including financial results, key trends, and supporting commentary.
Create executive-level presentations, visualizations, and briefing materials to support FP&A discussions with SLT, ELT, and the Board.
Monitor the financial performance of peer and competitor financial institutions and provide comparative analysis and industry insights.

What you bring:

Education and Skills

Bachelor's degree in Finance, Accounting, Commerce or a related field.
CPA or CFA designation is strongly preferred.
Advanced proficiency in Microsoft Excel, including Power Query
Minimum of 5 years of experience in finance, FP&A, accounting, audit, or a related analytical role.
Demonstrated ability to manage multiple priorities and deliver results in a fast-paced environment.
Strong analytical, problem-solving, interpersonal, and communication skills with a high degree of attention to detail.
Experience with IBM Planning Analytics (TM1) is considered an asset.
Experience within a financial institution or banking environment is considered an asset.
Experience with Power BI and data visualization tools is considered an asset

At Servus, our employees are also members. This means you'll have 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 we provide…with a few additional perks!

What happens next?

We thank all applicants for their interest. Please note applications will only be accepted online and only those applicants under consideration will be contacted.

At Servus Credit Union, we believe in being purposefully cooperative and working together to create a culture of Belonging for everyone. We are committed to an inclusive, equitable, and accessible workplace where everyone is valued, respected, and supported. We encourage applications from individuals of all backgrounds, and accommodations are available during every stage of the hiring process upon request. Your skills, passion and curiosity may find they belong at Servus, so even if you don't check every box, we encourage you to apply!

Qualified applicants are invited to apply online.

We thank all applicants for their interest. Please note applications will only be accepted online and only those applicants under consideration will be contacted.

#indh

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