Financial Planning & Analysis Lead

East Coast Credit Union is seeking a Full-time Financial Reporting Specialist to join our team! This permanent position is well suited for an individual with experience in a financial institution and administrative expertise seeking an opportunity in a progressive and innovative organization.

East Coast Credit Union is a community-driven financial institution committed to a better banking model. A credit union is like a bank in many ways, but with cooperative ownership and special focus on people, not profits. We redefine the definition of local and bring Nova Scotians from many regions together with honest lending, savings, and investment products. Be part of an organization committed to fostering growth and empowering individuals on our team and in our East Coast community.

The Financial Planning & Analysis Lead, reporting to the Director of Finance, drives financial planning, performance analysis, and management reporting. The role focuses on budgeting, forecasting, and analyzing financial trends to support strategic decision-making. It involves building financial models, developing KPIs, and delivering clear insights in collaboration with finance, business units, and leadership. The position also supports initiatives like mergers, new business lines, and system improvements, while ensuring compliance with policies and GAAP and promoting a more data-driven finance function.

We offer…

• Outstanding culture and opportunity to join an engaged and community-focused team.
• Competitive compensation to commensurate with experience ($81,071.48 - $95,377.84 annually) and benefits with performance-based incentives.
• Potential for flexible work arrangements including Flex Time, Telework and compressed work week.
• Generous benefit package including a Flexible Health and Dental Plan (paid 100% by employer) and up to 9% contribution with employer match in the Defined Contribution Pension Plan.
• Tuition reimbursement, training, and personal development.
• Additional employee perks include but not limited to annual wellness credit; reduced rates on employee loans/mortgages and paid volunteer time.

You would…

• Supports and coordinates the annual budgeting process in partnership with the Director of Finance and VP, Finance & Corporate Services, including development of key assumptions and drivers.
• Maintains and enhances financial models to support forecasting, scenario analysis, and strategic planning.
• Supports rolling forecasts and monitors performance against plan, identifying variances, risks, and opportunities.
• Provides financial oversight by tracking performance against budgets and forecasts and highlighting key trends.
• Partners with business units to understand performance drivers and support operational and strategic decision-making.
• Prepares and contributes to management reporting, including performance insights for ELT and Board reporting.
• Supports finance transformation initiatives, including reporting standardization, system enhancements, and data quality improvements.
• Assists with mergers, integrations, and data migration activities, including performance tracking and reporting alignment.
• Identifies opportunities to streamline processes, reduce manual effort, and improve reporting efficiency through automation.
• Participates in cross-functional projects and may represent Finance on data, systems, and business process initiatives.

You have…

• A bachelor's degree in Finance, Accounting, Business Analytics, or a related field. A graduate degree (e.g., MBA, MBAN) or professional designation (e.g., CPA, CFA) will be considered an asset; or an equivalent combination of education, training, and experience.
• 5-7 years of experience in financial analysis, FP&A, or accounting, preferably within a financial institution or similarly complex environment.

You are…

• Strong at analytical and financial modeling, with the ability to interpret data and identify key drivers
• Experienced with budgeting, forecasting, and variance analysis.
• Proficient in excel with experience in Power BI or similar tools.

Applications will be accepted until: May 13th, 2026.

Please note that all offers of employment are conditional upon the acceptance of an Individual Fidelity Bond Application which includes a criminal check and a credit check.

Don't meet every single requirement? At East Coast Credit Union, we believe everyone has potential. If you are excited about this career opportunity and your experience may not perfectly align with every qualification in this job posting, we still encourage you to apply. You may be just the right candidate for this role or other opportunities we may have.

We wish to thank applicants in advance; only candidates selected for an interview will be contacted.

Careers - About Us | East Coast Credit Union (eastcoastcu.ca)

At East Coast Credit Union, we are passionate about creating a diverse, equitable, and inclusive workplace and believe a diversity of perspectives, experiences and backgrounds benefit our employees, our members, and our communities.

East Coast Credit Union is committed to providing access, equal opportunity, and accommodation for individuals with disabilities. To request accommodation, please contact Human Resources by email at [email protected] or by phone at 902.464.7107