Financial Analyst III

Our Business

FISPAN is an Enterprise SaaS FinTech start-up that allows for banks to deploy embedded financial products and services to create a seamless banking connection for their corporate clients. Our product aims to provide instant scale and reach for banks who want to remove friction and add value by enabling their commercial banking clients to access banking services through their preferred operational software. Founded in 2016 by respected and renowned entrepreneur Lisa Shields, FISPAN is on a mission to create the best product in the FinTech industry, and fundamentally change the way that companies bank. Being the market leader in ERP-banking, we work with the world’s Tier 1 banks with assets exceeding up to $3T, including J.P. Morgan Chase.With our rapid growth and global expansion, we are looking for dynamic and passionate individuals to join our team and inclusive culture. FISPAN recognizes that the differences in each of us is what makes FISPAN a different kind of business. Being a Vancouver based start-up, our modern and scenic office is located in downtown’s historic Marine Building.

We are searching for a skilled and motivated Financial Analyst III to join our growing finance team. In this role, you will be an integral part of our financial planning and analysis operations. You will be responsible for analyzing financial data, working with budgets and forecasts to provide insightful financial reporting and scenario analyses’ to support strategic decision-making. If you have a strong analytical mindset, a keen eye for detail, and a passion for driving financial excellence, we encourage you to apply.

Key Responsibilities:

• Financial Planning and Analysis:
  • Prepare and analyze financial information related to costs, prices, expenses, and revenues.
  • Develop and maintain complex financial models for budgeting, forecasting, and scenario planning, to story tell financial performance with minimal direction required.
  • Creation of data visualizations and dashboards to monitor KPIs.
  • Conduct variance analysis and provide insights into financial performance.
  • Monitor and analyze the company's short-term financial position.

• Reporting and Communication:
  • Assist in the production of monthly, quarterly, and annual financial reports.
    • *There are a couple of month end tasks required or ad-hoc as needed
  • Prepare and present financial data to department heads and management.
  • Communicate financial insights and recommendations effectively.

• Process Improvement and Administration:
  • Develop and maintain policies and procedures related to budgeting, forecasting, and financial reporting.
  • Document processes and ensure compliance with internal controls.

Qualifications:

• Education and Experience:
  • Bachelor's degree in a relevant area such as: finance, data analysis, quantitative analysis, economics, business administration, statistics
  • 4+ years of relevant financial analysis and reporting experience with fast-paced business environments
  • Progress towards a professional designation like CFA or MBA may be an asset but not a deciding factor

• Skills:
  • Technical Skills:
    • Advanced knowledge of Excel/Google Sheets.
      • QUERY
      • INDEX
      • Scripts (Google Scripts, can be learned)
      • Nested IF functions (at least 3 deep)
      • XLOOKUP
      • TEXTJOIN
      • FILTER
      • SUMPRODUCT
      • SORT
      • UNIQUE
    • Ability to quickly learn and use various financial systems (e.g., ERPs, FP&A planning software, etc).
  • Analytical and Problem-Solving Skills:
    • Strong analytical and problem-solving abilities.
    • Ability to gather, analyze, and interpret complex financial data.
    • Capable of identifying trends, risks, and opportunities.
  • Communication and Collaboration:
    • Excellent oral and written communication skills.
    • Ability to effectively present financial information to various audiences.
    • Strong interpersonal skills and ability to collaborate effectively within a team.
  • Other Essential Skills:
    • Statistical knowledge.
    • Detail-oriented with a high level of accuracy.
    • Ability to meet deadlines and manage multiple priorities.
    • Possesses a solid understanding of core financial principles and concepts.
    • Ability to work independently with minimal supervision.
    • Takes responsibility for their actions and understands the impact of their work.

Competencies:

In addition to the above skills, the ideal candidate will demonstrate the following competencies:

• Analytical Thinking: Collects and analyzes information effectively to solve problems and make informed decisions.
• Accountability: Takes responsibility for their actions and their impact on the organization.
• Independent Work: Can work autonomously with minimal supervision.
• Relationships - Internal and External: Identify key stakeholders and the nature of the relationships this role will have (e.g., Executive Team, Department Heads, Sales, HR).

Why Work With Us?

• Experienced team

Our CEO’s previous venture, Hyperwallet, was purchased by Paypal and ranks as one of the largest Canadian acquisitions! All of our Co-Founders are seasoned professionals within their field. Join our team to build your network and engage in mentorship opportunities.

• Start-Up Environment

FISPAN’s start-up nature implies autonomy and leadership over projects. Our employees hold a higher level of responsibility and are presented with various hands-on opportunities from the get-go. We want our team to reach their full potential and career aspirations.

• Rich Culture

We understand that personal growth happens on multiple levels, which is why we encourage a work-life balance to have family time, explore new ideas and develop hobbies. At FISPAN, you can also expect various (virtual) company-wide events and clubs to drive engagement.

• Perks

Our prime downtown Vancouver office is close to a Skytrain, prestige shopping, and coastal views. FISPAN employees have access to our building fitness centre and amenities, fully stocked cupboards, weekly team lunches, and daily coffee runs. We also set our employees up for success by providing the most modern MacBook and Apple equipment.

Compensation and Benefits Package

FISPAN believes in an atmosphere and culture when innovation can flourish, collaboration and teamwork are valued and transparency is at the core of it all. We want our employees to see how the ideas they help generate today have an impact on how we do business tomorrow.With that, the hiring salary range for this position is $93,170 - 109,470 annually; the base pay offered is based on comparable market data from companies of similar employee size, revenue and location.As part of our total rewards offering, permanent employees in this position may be eligible for our competitive semi-annual bonus program, subject to program eligibility requirements. 

At FISPAN, we reward employees for achieving their objectives, going beyond the requirements of their job, demonstrating leadership, fostering innovation and advancing the organization as a whole. We value talented people of all backgrounds and characteristics that share our vision of being the number one platform for the business banking ecosystem. 

Other components of our towards rewards offerings include support of career development, wellbeing, and personal growth. 

• Extended health and dental benefits
• Paid time off 
• Savings and retirement plan matching
• Parenthood top-up
• Mentorship programs, and leadership series (to name a few) 

Note: The incentive programs, benefits, and perks have certain eligibility requirements and may vary, only be partially or not at all available based on criteria such as location, employment status, etc. We’ll be happy to clarify eligibility for interviewing candidates. 

Diversity, Equity & Inclusion

As FISPAN continues to grow, we are committed to celebrating diversity, endorsing equity, and encouraging inclusion. This starts in the recruitment process. All job postings are first evaluated in a gender decoding platform to ensure fair candidate pools. Human Resources and hiring managers also engage in blind-hiring and resume review practices to ensure we are being objective and mitigating any potential biases. FISPAN’S underrepresented groups stand at over 50% with an equal gender balance in our upper manager team, as well. Notably, this position is within the Product department which has our most underrepresented groups representation at over 50% of the department. We aim to make FISPAN the best place to start, explore, and grow a career for everyone.