Role Summary:

The Financial Analyst will provide administrative support for day-to-day finance and accounting activities, including accounts payable and monthly financial reporting. The Financial Analyst may support other activities, such as budgeting/forecasting, data analysis, and process improvements.

Key Responsibilities:

    1.    Accounts Payable

• Support the end-to-end accounts payable process, including activities such as invoice verification, coding, and following up for timely payments to suppliers.

• Collaborate with vendors and internal stakeholders to resolve discrepancies and ensure accurate processing.

• Support analysis of accounts payable data to identify trends, discrepancies, and areas for improvement.

• Maintain records within the accounts payable database.
  
  2. Financial Analysis and Reporting

• Create and maintain financial reports for management, projects, and/or operating units.

• Utilize tools/technology, including advanced Excel and Power Query, to develop timely reports.

• Support monthly variance analysis.

• Provide ad-hoc reporting and analysis of financial information.
  
  3. Process Improvement & Documentation

• Work with department staff at improving processes & procedures - including the analysis of processes, identification of issues, and recommendations for improvement.

• Support documentation of processes within the department.

Experience and Skills:

• Completion of a degree or diploma in Finance, Accounting, Business Administration, or a related field.

• Minimum of 1 year of relevant accounting and/or finance experience.

• Advanced knowledge of Excel is required (advanced formulas, pivot tables, power query).

• Detail-oriented with a high level of accuracy in data entry and analysis.

• Analytical and problem-solving skills, knowing how to troubleshoot and resolve situations efficiently.
• Ability to communicate clearly and build cross-functional relationships.

• Ability to work effectively in a complex environment and excel in ambiguity.

• Ability to manage multiple and changing priorities.
• Internal: Primary contact with immediate department and other organization contacts as required.
• External: Contact with credit unions, other financial institutions, other affiliates, vendors and suppliers.

• High proficiency in Microsoft Office Suite (including advanced skillset in Excel previously listed).

Relationships:

• Internal: Primary contact with immediate department and other organization contacts as required.
• External: Contact with credit unions, other financial institutions, other affiliates, vendors and suppliers.