At CGI, you will become part of one of the world's largest independent IT and business consulting services firms. You'll have the opportunity to work alongside talented professionals, partner directly with business leaders, and contribute to meaningful business outcomes. We offer a collaborative and inclusive culture that supports professional development, career growth, and continuous learning.
CGI is seeking an experienced, business-focused Senior Financial Analyst to serve as the dedicated Partner for our Credit Union Services portfolio within the Atlantic Business Unit, based in Halifax, Nova Scotia.
This is a boundary-spanning role that sits between the business and the Business Unit Controller's organization. You will act as the primary financial advisor to the Credit Union Services leadership team, providing financial leadership across the entire opportunity-to-cash lifecycle—from the moment an opportunity enters the CRM pipeline, through project setup and financial governance, delivery, billing, revenue recognition support, cash collection, and backlog reporting.
You will operate alongside our delivery and account directors as a trusted finance partner, senior enough to challenge assumptions, own the numbers independently, and give leadership a clear, reconciled, forward-looking view of portfolio performance. The ideal candidate combines strong analytical and project-accounting depth with excellent communication and relationship-building skills and is comfortable translating complex financial information into meaningful business insights for both financial and non-financial stakeholders.
Your future duties and responsibilities
Reporting & Positioning
- Serve as the primary finance business partner for the Credit Union Services portfolio, acting as the bridge between delivery leadership and the Business Unit Controller's organization.
- Provide directors and the P&L lead with a consolidated, reconciled financial picture of the entire portfolio.
- Partner with the Controller's organization to ensure operational information, project data, and financial reporting remain aligned through timely reconciliations and issue resolution.
Opportunity-to-Cash & Project Code Governance
- Own the financial thread across the full opportunity-to-cash lifecycle: from opportunities funneling through the CRM/sales pipeline, through win/conversion, engagement and project code setup, delivery, billing, and cash collection.
- Partner with sales/business development to understand the pipeline and manage the financial handoff when an opportunity converts into a funded engagement.
- Set up, govern, and maintain the integrity of project/engagement codes; ensure codes are correctly structured, funded, and mapped for accurate revenue, cost, and margin capture.
- Perform ongoing operational-to-financial reconciliations to ensure project structures, contract values, and operational activities remain aligned with financial reporting across the portfolio.
Backlog & Book-to-Bill Management
- Own backlog as a core managed metric — including signed/contracted backlog, pipeline coverage, book-to-bill, and backlog burn — and tie it back to the CRM pipeline and forecast.
- Provide leadership with regular visibility into backlog health, coverage against forecast, and revenue runway across the portfolio.
Financial Planning, Budgeting and Forecasting
- Lead and support annual budgeting, quarterly forecasting, and long-range financial planning for the credit union services portfolio.
- Develop detailed financial models and analytical tools to support revenue, margin, utilization, backlog, and expense forecasting.
- Monitor financial performance against budget and forecast targets, identifying risks and opportunities and recommending corrective actions.
- Ensure forecasts are well-supported, accurately documented, and aligned with business objectives.
Project & Contract Financial Management
- Provide financial oversight for all client projects and contracts across the credit union space throughout their full lifecycle.
- Manage the distinct financial mechanics of each engagement type in the portfolio, including:
o Fixed-price engagements (milestone-based / percentage-of-completion revenue recognition and margin tracking);
o Time & materials engagements (as-incurred revenue, rate realization, and utilization);
o Service requests and smaller recurring work packages.
- Review and interpret contract terms to assess commercial and financial implications, profitability impacts, contractual risks, and support the appropriate application of revenue recognition requirements (IFRS 15) in partnership with the Business Unit Controller's organization.
- Monitor project financial performance, including revenue, costs, margins, backlog, WIP, and cash flow.
- Partner with project managers to ensure financial performance aligns with expectations and contractual obligations.
- Partner with the Business Unit Controller's organization and operational leaders to support compliance with internal policies, accounting standards, and contractual requirements.
Billing, Invoicing & Revenue
- Own the billing and invoicing cycle for the portfolio, ensuring accurate and timely invoicing across all engagement types.
- Monitor unbilled revenue (WIP), accounts receivable, and Days Sales Outstanding (DSO), partnering with billing, collections, and operational teams to resolve issues, improve cash flow, and reduce working capital exposure.
- Support accurate revenue recognition by ensuring operational information, contract terms and project status are appropriately reflected and communicated to the Controller's organization.
Financial Analysis and Reporting
- Prepare and deliver timely, accurate, and meaningful financial reporting and variance analysis for the portfolio.
- Analyze monthly, quarterly, and annual results against budgets, forecasts, and prior-year performance.
- Identify key trends, performance indicators, risks, and opportunities, communicating findings clearly to stakeholders.
- Develop and enhance management reporting packages, dashboards, and performance metrics to improve financial visibility and decision-making.
Reconciliation & Financial Integrity
- Lead operational-to-financial reconciliations across project structures, contracts, backlog, revenue, and portfolio reporting to ensure operational and financial information remains complete, accurate, and aligned.
- Investigate discrepancies and coordinate resolution with delivery, billing, and the Controller's organization.
- Support month-end, quarter-end, and year-end close activities by providing accurate operational and financial information, analyses, and reconciliations to the Business Unit Controller's organization.
- Promote adherence to financial governance, internal controls, and accounting policies by working collaboratively with operational leaders and the Business Unit Controller's organization.
Business Partnership and Strategic Support
- Act as a trusted financial advisor to delivery/account directors and the P&L lead for the credit union services business.
- Develop a deep understanding of business operations, client engagements, contractual arrangements, and key financial drivers.
- Challenge assumptions, provide objective financial insight, and support leaders in making informed business decisions.
- Participate in business reviews and financial discussions with senior management, providing recommendations grounded in financial analysis and operational trends.
Process Improvement and Operational Excellence
- Identify opportunities to improve financial processes, reporting methodologies, and analytical tools across the opportunity-to-cash lifecycle.
- Drive automation and standardization initiatives that enhance efficiency, accuracy, and decision-making.
- Leverage technology and best practices to streamline financial management and reporting.
- Participate in continuous improvement initiatives within the finance function and broader organization.
Required qualifications to be successful in this role
- Bachelor's degree in Accounting, Finance, Business Administration, Commerce, or a related discipline.
- Chartered Professional Accountant (CPA) designation required (or in the final stages of completion).
- Minimum of 7 years of progressive experience in financial analysis, FP&A, project/contract accounting, or finance business partnering, including experience operating with a high degree of independence alongside senior operational leaders.
- Demonstrated experience owning financials across an opportunity-to-cash lifecycle (pipeline through billing and collections).
- Strong working knowledge of multiple engagement/contract types — fixed-price, time & materials, and service-based work — and their revenue recognition and margin implications.
- Experience with budgeting, forecasting, backlog management, variance analysis, financial reporting, and performance management.
- Strong understanding of accounting principles, revenue recognition (IFRS 15), and financial controls.
- Advanced proficiency in Microsoft Excel, including complex formulas, financial modeling, pivot tables, and data analysis.
- Experience working with ERP systems, CRM/pipeline tools, and financial reporting tools.
- Ability to manipulate and analyze large data sets to generate actionable insights.
- Excellent communication and relationship-building skills, with the ability to translate complex financial information for non-financial stakeholders.
Asset Qualifications
- Experience in a credit union, financial services, or banking / financial services environment.
- Experience within IT services, consulting, professional services, or project-based industries.
- Familiarity with project accounting, revenue recognition, and contract management principles.
- Knowledge of PeopleSoft Financials.
- Experience using Oracle Hyperion Planning and reporting applications.
- Experience supporting large, matrixed organizations with multiple stakeholders.
- Knowledge of business intelligence and reporting tools such as Power BI.
CGI is providing a reasonable estimate of the pay range for this role. The determination of this range includes factors such as skill set level, geographic market, experience and training, and licenses and certifications. Compensation decisions depend on the facts and circumstances of each case. A reasonable estimate of the current range is $65,000–$125,000. This role is an existing vacancy.
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Life at CGI is rooted in ownership, teamwork, respect and belonging. Here, you’ll reach your full potential because…
You are invited to be an owner from day 1 as we work together to bring our Dream to life. That’s why we call ourselves CGI Partners rather than employees. We benefit from our collective success and actively shape our company’s strategy and direction.
Your work creates value. You’ll develop innovative solutions and build relationships with teammates and clients while accessing global capabilities to scale your ideas, embrace new opportunities, and benefit from expansive industry and technology expertise.
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At CGI, we value the strength that diversity brings and are committed to fostering a workplace where everyone belongs. We collaborate with our clients to build more inclusive communities and empower all CGI partners to thrive. As an equal-opportunity employer, being able to perform your best during the recruitment process is important to us. If you require an accommodation, please inform your recruiter.
That same commitment to fairness extends to how we use technology. To support our recruitment team, AI tools may be used to help assess applications though they never replace human judgement. All hiring decisions remain entirely in the hands of our recruitment professionals.
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