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

Posting closes: Employment Status: Full time, remote. At Servus Credit Union , we do things differently—because we’re a credit union, not a bank. 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.

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 .

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.

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.

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.

Leverage data, analytics, and reporting tools to generate insights, improve efficiency, and communicate financial performance effectively.

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

Bachelor’s degree in Commerce, Finance, or a related field, or an equivalent combination of education and relevant experience.

In addition to standard benefits like health and wellness, vacation and retirement savings programs, we also provide other important benefits such as:

Competitive compensation including performance-based incentive pay and profit share

Meaningful work towards individual and corporate goals

This means you'll have all the benefits of being a member of the credit union including profit sharing, voting for the board of directors, and all of the financial services we provide ... with a few additional perks!

The selected candidate(s) must successfully pass a criminal background check, reference check and credit check to qualify for hire by Servus Credit Union.

At Servus Credit Union, we believe in being purposefully cooperative and working together to create a culture of Belonging for everyone. We encourage applications from individuals of all backgrounds, and accommodations are available during every stage of the hiring process upon request.

📌 Financial Analyst, Senior - Full Time - Remote - ON (Ottawa)
🏢 Servus Credit Union
📍 Ottawa