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Senior Financial Analyst - Partnerships

Job in Calgary, Alberta, T1W 0K6, Canada
Listing for: Servus Credit Union
Full Time position
Listed on 2026-11-01
Job specializations:
  • Finance & Banking
    Financial Analyst, Financial Reporting
  • Business
    Financial Analyst
Salary/Wage Range or Industry Benchmark: 95000 - 125000 CAD Yearly CAD 95000.00 125000.00 YEAR
Job Description & How to Apply Below

We are hiring for full-time Senior Financial Analyst/Partnerships to join our Financial Planning and Analysis team!

Posting closes: November 16, 2026, 4:00 p.m.

Employment Status: Full-time, remote. Candidates currently residing in Alberta are preferred. Open to candidates in Western Canadian provinces as well.

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.

Reporting to the Director, Business Finance, the Senior Financial Analyst (Partnership Focus) provides financial planning and analysis, business advice, and decision support to leaders across the organization.

This role builds strong partnerships with key stakeholders and supports business units through budgeting, forecasting, business case development, performance analysis, and profitability reporting to drive informed decisions and profitable growth.

What You'll be Doing:
Financial planning, partnerships, and decision support
  • Provide financial planning, analysis, and decision support to leaders across the organization.
  • Build strong partnerships with stakeholders to improve business performance and support strategic priorities.
  • Evaluate the financial impact, risks, and trade-offs of business decisions to support business cases and investment decisions.
  • Partner with business leaders to develop budgets and forecasts aligned to organizational goals.
  • Analyze financial performance, key revenue and expense drivers, and variances, providing insights and recommendations to improve results.
Profitability reporting and performance improvement
  • Deliver data-driven insights that support profitable growth and informed decision-making.
  • Support the development and use of profitability reporting to enhance business performance visibility and identify improvement opportunities.
Forecasting, modelling, and analytics
  • Develop financial models, forecasts, and projections to support planning and strategic decision-making.
  • Leverage data, analytics, and reporting tools to generate insights, improve efficiency, and communicate financial performance effectively.
What you Bring:

Experience:
  • 5+ years’ experience working in finance or a related analytical field.
  • Experience with financial institution operations is a valuable asset.
  • Advanced Excel skills and experience with data analytics and reporting tools (e.g., Power BI, Power Query, SQL, IBM Profit Analytics, or similar).
  • Strong analytical, financial modelling, and reporting capabilities, with the ability to turn data into actionable insights.
  • Excellent communication and relationship-building skills, with a proven ability to influence stakeholders.
  • Ability to thrive in a fast-paced environment, managing competing priorities and multiple initiatives.
  • Self-motivated and entrepreneurial, with the ability to work independently and take initiative.
Education:

Chartered Professional Accountant (CPA) designation or Chartered Financial Analyst (CFA) designation is preferred.

Bachelor’s degree in Commerce, Finance, or a related…

Position Requirements
10+ Years work experience
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