Analyst, Financial Planning & Analysis

Vancity View all jobs

  • Vancouver, BC
  • $69,700-82,000 per year
  • Permanent
  • Full-time
  • 28 days ago
Description :Our Story & Purpose:We’re 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. We’ve made bold commitments to become net-zero by 2040 across all mortgages and loans, and we’re actively pursuing strategies in Indigenous banking and financial resilience for our members.As the largest private sector Living Wage Employer in Canada, we’re proud to be consistently recognized as one of the country’s Top Employers. If you’re ready to join our team of 2,300 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 Vancity’s business priorities. We’re 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 on-site for events and business demands.How You'll Make an Impact:
  • Identifying and investigating monthly and quarterly variances to budget and forecast
  • Supporting the preparation of month- and quarter-end 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 cross-functional 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 You’ll 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 expert-level Excel skills
  • Experience with Power BI considered an asset
  • Strong analytical, modeling, and problem-solving 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 enterprise-wide 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
You’ll Thrive Here If You Are:
  • An excellent communicator – Skilled at conveying complex information clearly and collaborating across diverse functions.
  • Detail-oriented 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.
  • Results-oriented – A self-starter who delivers high-quality 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 don't perfectly align with those listed.What You’ll Earn:This role offers a salary range of $69,700 to $82,000 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 You’ll Love Working Here:A career at Vancity is more than just a job, you’re 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: We’re the largest private-sector Living Wage Employer in Canada and consistently ranked among Canada’s 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 BC’s 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 we’re 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 recruitment@vancity.com. We’re 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.

Vancity