kelowna, bc financial analysis occupations Jobs – 7 Openings This Week

Commercial Analyst
Valley First, a division of First West Credit Union —Penticton, BC
- Full-time
- Microsoft Word
- Microsoft Excel
- Sales
- Paid time off
Credit Analyst
Dynamic Capital Equipment Finance Inc. —Kelowna, BC
- From $50,000 a year
- Full-time
- Microsoft Excel
- Microsoft Office
- Finance
- Dental care
- Tuition reimbursement
Quick apply
Financial Analyst - Relocate to Port Hardy, BC
K'awat'si Consulting and Management Services —Canada
- $70,000–$95,000 a year
- Full-time
- Microsoft Excel
- Engineering
- Finance
- Wellness program
- Relocation assistance
Quick apply
Underwriting Performance Manager
Groupe d'assurance South Western —Canada
- $110,000–$130,000 a year
- Remote
- Bilingual
- Management
- English
- Wellness program
- Disability insurance
Quick apply
Specialist Production Accounting
BHP —Canada
- Full-time
- Hybrid work
- Microsoft Excel
- Inventory management
- Data analysis skills
- Relocation assistance
- Work from home
1d

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Senior Procurement Technician
GRM Inc —West Kelowna, BC
Reporting to the Procurement Manager, the Senior Procurement Technician provides advanced technical and administrative support for bid coordination, procurement…
$65,000–$75,000 a year
Quick apply
Resource Strategy & Management Advisor – Supply Chain Business Intelligence Solutions Analyst
BC Hydro —British Columbia
Or a related field; graduate degree and/or relevant technical certifications (e.g., Lean Six Sigma, PMI, DAMA, CDMP, CBAP,. Experience with SAP Analytics Cloud.
$109,700–$138,700 a year
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Financial Operations Analyst
L Squared Digital Signage —North York, ON
Bachelor's degree in Accounting, Finance, Economics, or related field; a Master’s degree or relevant certifications (e.g., CFA, CPA) is a plus.
$65,000–$95,000 a year
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Trade Finance Analyst
Iovate Health Sciences International Inc. —Oakville, ON
Lead the value added post promotional analysis for the business, to understand effectiveness of spend against trade programs (ROI analysis).
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Commercial Analyst

Valley First, a division of First West Credit Union
Penticton, BC

Apply Now

Job details

Full-time

Benefits

RRSP match
Paid time off

Skills

Microsoft Word
Microsoft Excel
Sales
Microsoft Office
Finance
Bachelor's
Risk management
College diploma

Full job description

We are currently seeking a Commercial Analyst to join our team.

The Commercial Analyst is a trainee role for future commercial sales/lending roles and incumbents in this role do not have an option to remain in this role long term. An incumbent will spend approximately two (2) years in this role and once required skill and experience level is achieved will move into an available commercial sales/lending role. Responsibilities include: provides administrative and analytical support to the commercial sales team; performs a variety of tasks that support the underwriting process for new credit applications; conducts annual reviews on commercial accounts, analyzes financial statements, and completes analysis of industry and market data, as required. The incumbent will deal directly with commercial members once a sufficient level of skill and experience are achieved.

Here’s what would be included as a part of your typical day

Financial Analysis: Completes analysis of financial statements and identifies any potential issues or concerns. Researches industry reports and analyzes market data related to specific credit applications, as required.

Loan Review/Security: Reviews "offer of credits" and "loan security" generated from the application tool to ensure information is complete and accurate; reviews delinquency reports and connects with TBD and/or credit services to work on resolution.

Loans Origination Process: Completes required paperwork for new credit applications, ensuring all supporting documentation is in place and forwards to commercial expert for review and/or approval; ensures required information from financial statements is entered into loans origination system; completes letter of credit requests in loans origination system; and completes progress draw worksheets for construction loans and monitors loan disbursement requests.

Risk Management: Completes annual reviews on commercial accounts and ensures all terms and conditions are satisfied including visiting business premises when required.

Sales and Service: Reviews files to identify cross-selling opportunities and forwards to appropriate commercial banking advisors; addresses member/client complaints or concerns to the mutual satisfaction of all parties. Establishes and maintains relationships within the branch network and the business community and follows up on incoming referrals. Promotes the organization’s image within the community through participation in community initiatives and events. Reinforces relationship management and FW sales culture through support of in-branch and company wide campaigns and recognizing employee referrals.

Required Skills, Experience & Qualifications

College, Trade or Tech School Diploma (2 years) in related field required
Bachelor’s Degree in related discipline preferred
2 years sales and financial analysis experience or equivalent required
Previous knowledge of lending policies, procedures, products, and services preferred
Working knowledge of relevant legislation and statutory requirements influencing the granting and collection of commercial credit preferred
Proven knowledge and skills in financial statement analysis and credit risk management
Proven ability to manage change and identify and act upon continuous improvement opportunities
Strong work ethic and demonstrated resourcefulness in execution of daily activities
Advanced knowledge in Microsoft Office Applications, specifically MS Excel and Word
Displays an understanding of risk and risk ownership by being able to demonstrate adherence to policies and procedures.

What’s in it for you:

First, we strive to make our team members feel genuinely rewarded. You’ll have:

Mental health coverage and resources
Customizable health benefits, as well as topped-up parental leave
Performance-based compensation, employee banking advantages and group RRSP matching
Vacation time and flexible work arrangements to support your lifestyle

We are committed to providing a fair, equitable, and competitive rewards package that reflects the value an individual brings to our organization. The compensation mentioned in this job posting should serve as a guide. The total cash compensation earned may vary based on a variety of factors including bonuses and/or incentives, an individual’s skills and experience, and may correlate with performance in the role.

We also provide and encourage opportunities for our employees to make a meaningful impact. After all, as a credit union we’re powered by giving back—in big ways and through small gestures. That's why we offer employees paid time off to volunteer, partner with thousands of local charities, build long-lasting relationships that help our members get ahead and commit to environmental, social and governance (ESG) practices.

By joining our team, you’ll be able to elevate your potential. Wherever your own purpose leads, we’re here to support you with award-winning in-house training programs, access to LinkedIn Learning, and reimbursement for external courses to help you get ahead.

Take the next step in your career as part of our team. Apply for this opportunity!

Candidates, please note: if you are being considered for this role, you will be required to complete a background check, such as employment verification, credit check and criminal record check.

Diversity, Equity, Inclusion & Belonging

At Tru Cooperative Bank, we embrace diversity regardless of gender identity or expression, sexual orientation, religion, race, ethnicity, age, diverse ability, and any aspect that makes someone unique. Inclusion is woven through our organization, from our employee-led network groups, hiring practices and education programs that address barriers and continually grow our equitable, diverse and inclusive culture.

We encourage people who are from equity-deserving groups to apply for a career with us, including women or non-binary people, persons with diverse abilities, Black, Indigenous Peoples, People of Colour and members of 2SLGBTQIA+ communities.

If an accommodation would help you during the process of applying or interviewing for a career with us, please let us know how we can assist you, whether it’s preparing materials in an alternate format, booking an accessible meeting room or other arrangement.

Your individuality is welcome here.

About Us

We’re a financial cooperative that does things differently. We provide time-tested advice that helps our members feel optimistic about their future, and we offer comprehensive banking solutions that enable people to confidently reach their goals. With the financial strength and extended branch network of a large financial institution, we maintain local connections to our communities and take a unique grassroots approach to service. Our more than 250,000 members and approximately 1,250 employees operate from 45 branches throughout the province of BC, under the Envision Financial, Valley First, Island Savings and Enderby & District Financial brands. Visit firstwestcu.ca for more information on Tru Cooperative Bank.

Please know we appreciate your interest in us but only candidates selected for an interview will be contacted.

Apply Now

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financial analysis occupations jobs in kelowna, bc

Commercial Analyst

Credit Analyst

Financial Analyst - Relocate to Port Hardy, BC

Underwriting Performance Manager

Specialist Production Accounting

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