Financial Analyst, Treasury and FP&A

Well-established and reputable Vancouver-based company with impressive leadership. Fast-paced, high change, and entrepreneurial work environment, with a down-to-earth and values-based corporate culture. Flexible hybrid work schedule of 1, 2 or 3 days/week working from the office, depending on the week. Downtown Vancouver.

Our client is a successful and reputable mid-size privately-held Canadian organization that was founded over 20 years ago. The company is broadly speaking in the financial services sector but is not a bank or credit union. They have been recognized in the past for being a top employer. In addition to their business achievements, the organization promotes a culture of collaboration and employees are encouraged to contribute positively to the communities they live and work in through volunteering and philanthropy. Very values-based organization.

Swim Recruiting is seeking a new Financial Analyst, Treasury for this great organization. The new FA will take care of treasury including cashflow analysis, cash forecasting and projections, etc. The FA will also provide financial analysis insight, management reporting and decision support to assist the organization in making informed decisions through a collaborative business partnering approach.   This role contributes to the creation of an environment that supports teamwork and the achievement of results across all departments and business lines. Using Excel, Power BI, SQL, and an ERP.  

There are long-term growth opportunities at this company- the person in this role can develop further into financial planning & analysis (FP&A) and/or treasury in the coming years.  The Financial Analyst will contribute positively to a healthy, engaged, and solutions-oriented corporate culture. SWIM will provide interested/qualified candidates with a full job description.

Qualified candidates will be analytical and detail-oriented, as well as business savvy and able to see the big picture. Work experience with a growing, complex, and multi-entity private organization is preferred. Candidates will have hands-on experience using a mid-tier or top-tier ERP and will have advanced proficiency in Excel (ability to do financial modeling, querying, and data analysis in Excel, using pivot tables, look-ups, if and sum-if, etc). Experience using Power BI and/or SQL is an asset, but can be taught to a bright and willing learner. Designation or active pursuit of CFA, CPA, and/or MBA-Finance is highly preferred.

This is a great role for folks who thrive in a fast-paced, high-change, and entrepreneurial work environment! We are looking for people who are friendly, humble yet confident, adaptable, resilient, and who can have fun with their team while working hard.

Downtown Vancouver. Hybrid work schedule. More presence required in the HQ in the first months on the job while establishing relationships and getting to know the company. Longer term, the Financial Analyst can choose to work from home 1 or 2 days a week, depending on what is going on at the office. The company has a beautiful corporate office that encourages open communication.

Generous base salary commensurate with relevant work experience, education & qualifications, and analytical and treasury skills, likely in the range of $82,000 to $92,000. The total compensation includes an employer RRSP match, a performance-based bonus, paid health & wellness days, PD support, health & dental benefits, an annual healthcare spending account, and some great industry-based perks.

This search is moving very quickly, and SWIM is presenting the profiles of short-listed candidates directly to the hiring team for review. If you already have a Recruiter at SWIM, please reach out very soon. If you do not yet have a contact at Swim Recruiting, please hit 'APPLY NOW' to send us your resume (preferably in MS Word format as it works best with our internal systems, but PDF is also fine). Thank you!