Analyst, Financial Planning & Analysis (Entry Level)
Victoria, BC

Our Finance department is part of the Operations group and in various ways collaborates with all of the other departments within BCI. Finance is responsible for financial administration, financial reporting, tax planning and compliance for BCI and the investment funds under BCI's administration and also works with our auditors and external advisors. The department is organized into five branches: Investment Accounting (Liquid and Illiquid), Financial Reporting and Valuations, Performance Measurement, Corporate Accounting, and Tax.

The Corporate Accounting Branch is responsible for corporate financial management including accounting, budgeting, forecasting, monthly and quarterly reporting, annual audited financial statements, fair and equitable cost allocation and recovery, documentation and evaluation of internal controls, stewardship of Finance related policies and procedures, certain tax filings, expense claim administration, banking and corporate treasury functions, payables and receivables management, and other projects as needed by Management and the Board.


Reporting to Senior Analyst, Financial Planning and Analysis (FP&A) the Analyst, FP&A assists the FP&A team completing key deliverables and providing analysis to support front office, Senior Vice Presidents (SVPs) and the Executive Management Team (EMT) make strategic planning decisions. Examples include, but are not limited to: pool, asset class and client fee reporting; executing BCI’s internal cost recovery (ICR), calculating client fee estimates, and compiling the key performance indicator (KPI) program in a complex environment with challenging and competing deadlines. This Analyst, FP&A role is an entry-level role into the FP&A team; a successful incumbent may progress into a more experienced Analyst position and later into a Senior Analyst position.


Must have:
University degree in Finance, Economics, Business or related field is required
Enrollment within, and nearing completion of, a professional designation (CPA or CFA)
Sound judgment, pride in ensuring all work is high quality and a service-oriented mindset
Critical thinking skills to analyze problems and tackle challenges in innovative ways
Initiative, inquisitiveness, drive and the ability to thrive in a fast-paced environment with competing priorities and deadlines within a team environment
Excellent interpersonal communication skills – written and verbal
Strong understanding of the principles of activity-based costing
Strong capabilities with Microsoft Office including Excel, Word and PowerPoint

Some financial modeling experience
Experience with complex decentralized organizations, ideally financial institutions
Experience interacting with management
Experience with Microsoft Dynamics NAV accounting software, Jet Reports, or other relevant business intelligence tools considered an asset

Using financial modeling skills to support presentations and dashboards communicating fee analysis to various stakeholders including SVPs, portfolio managers and clients.
Assisting with the preparation of financial analysis to effectively communicate complex matters such as how a client’s fee projections change due to client’s asset allocation decisions, asset class’s implementation style or BCI’s internalization strategy.
Assisting with evaluating cost effectiveness by comparing BCI’s investment strategies to industry and our peers using 3rd party cost benchmarks such as CEM & eVestment.
Assisting the Finance team and the Client and Investor Relations department on preparation of client fee budgets.
Assisting with the maintenance and preparation of KPI materials for executive management quarterly and for clients annually to demonstrate how BCI is tracking to the business plan including various trending metrics such as asset allocation, return, risk, value added and fees.
Helping to identify and resolve data integrity issues on a timely basis, escalate as needed and contribute to finding resolutions.
Developing and maintaining relationships with BCI staff to increase the role’s effectiveness.
Working with other departments to understand deliverables, messaging and timelines.
Other tasks as required by the business.
Actively adhering to compliance and risk management policies and other tasks as required by the company.