Financial Analyst

October 23 2024
Industries Bank, Insurance, Financial services
Categories Bank, Insurance, Financial services, Financial Analysis
Surrey, BC • Full time

TEAM LOCAL is hiring

Built on nearly 80 years of service in local communities, Prospera Credit Union is a community-based, purpose-driven organization that offers a full range of financial products and services. Prospera is one of the largest credit unions in British Columbia, with approximately $9.3 billion in assets and 120,000 members. With 24 branches, Prospera is proud to serve communities throughout the Lower Mainland, Fraser Valley and Okanagan. It's our vision to help build vibrant, healthy communities, thriving local enterprises and financially empowered people.

Join our Prospera team this year as a Financial Analyst at our Surrey Corporate Office. Reporting to the Manager, Financial Planning and Analysis, the Financial Analyst, is responsible in providing Finance support services including management reporting, decision support, modelling and Key Performance Indicator (KPI) development. The Financial Analyst will also assist, as needed, in preparing the ongoing planning processes

What you'll do:

Reporting: Supports preparation of financial statements, operational, and regulatory reports, ensuring all requirements are met. Develop ad hoc reports as needed for internal and external stakeholders.

Business Relationships: Build and maintain relationships with business units to understand their impact on financial statements.

Analysis: Create financial models by to assess revenues, costs, and key drivers. Gather data to provide insightful analysis and monitor trends and KPIs.

Forecasting/Budgeting: Support business managers with annual budgets and forecasts, ensuring accuracy by incorporating key assumptions, monthly accruals, and trend analysis.

Other Duties: Act as a change agent for continuous improvement, assist with month/year-end reporting, provide audit support, and perform other tasks as assigned.

What you bring:

  • A university degree in Business or Accounting from an accredited University or College and working towards an accounting designation an asset
  • At least 2 years accounting or related analytic experience. Experience in a financial institution would be an asset.
  • Ability to develop and maintain relationships with the business units and have a deep understanding of the business issues and their impact on their financial statements.
  • Excellent analytical skills are required to succeed in this position. Problem identification and resolution skills accompanied with innovative analysis to consider and recommend potential improvements are also required.
  • Advanced knowledge of desktop analytical, database, query and spreadsheet tools to rapidly develop financial models, reports and analyses.
  • Inquisitive, motivated and efficient - able to juggle competing priorities.
  • Ability to work independently as well as in a team and cross-functional environments.
  • Excellent written and oral communication skills.

Our Values

  • Cultivate trusting relationships: We are local at heart, aligned in our purpose to help our members, communities, and team thrive.
  • Empower and enable others: We give each other the space, trust, and tools to succeed.
  • Lead with curiosity: We approach all circumstances with curiosity and a drive for continuous learning and improvement.
  • Embrace change and execute with purpose: We plan with agility, take action, and pivot to deliver results.
  • Thrive as One Team: We collaborate because it strengthens us.

What's in it for you?

  • Inclusive, equitable and accessible workplace: All team members are valued, respected, and heard. We learn from each other's differences, gaining strength through our people and our perspectives.
  • Training and Support. We set our employees up for success with training and continued support and access to resources throughout employment.
  • Career Advancement! We are committed to our employee's growth and development, and we want to see you soar.
  • Fun & Camaraderie. We care deeply about our members and our employees, and we want the hours you spend with us to be fun, rewarding and sometimes lighthearted. We like to work hard, play hard, have fun and be there for each other.
  • Show me the money! We offer competitive pay, a personalized benefits program, and a generous defined contribution pension plan.
  • Community Focused. We care about giving back to the communities we live, work and play in. We participate in many community-minded activities throughout the year.

Our commitment to Diversity, Equity and Inclusion

Diversity, equity and inclusion is part of everything we do, and we're on a continuous journey to ensure every employee and members feels like they #BelongAtProspera.

If you require accommodation during any part of the recruitment process, please let us know.

Apply now!

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