Senior Financial Reporting Analyst

  • Full-time

Company Description

Be a part of something different

We may offer the same products and services as a big bank, but we couldn’t be more different. We’re rooted in purpose and we’re on a mission to improve lives and strengthen communities.  We support nearly 20,000 members and businesses digitally, over the telephone, and in-person across a network of six branches across Niagara and Haldimand.

At PenFinancial, our people are our greatest asset and our values speak for themselves: accountability, passion, integrity, respect, and knowledge. More than a poster on the wall, our values guide everything we do. They’re values we live every single day – where everyone has a voice and where we listen. Just ask someone who works here to see what they think, and check out our latest annual report to see what we’ve been up to.

We provide all of our employees with a generous benefits package that includes a Living Wage salary, defined contribution pension plan and performance-based success sharing. Combine that with our commitment to contributing to the wellbeing of our employees through competitive benefits programs, wellness days and allowances for education, and it’s no surprise that our employee engagement scores are consistently so strong.

Our commitment to community

We live our brand from the inside out, and our Truly Local Commitment starts with our employees. We support an inclusive, diverse, and caring internal culture. We encourage our employees to give back to the causes that are meaningful to them and their families by providing opportunities to volunteer and represent our truly local credit union through our Truly Local Ambassador program.  And, we also commit to investing a portion of our profits directly back into our local communities.

We are a proud Certified B Corporation committed to doing business for good, and we choose 100% renewable energy with Bullfrog Power to support environmental sustainability.

Job Description

As Senior Financial Reporting Analyst, you will provide support in the day-to-day operations and assist in preparation of financial statements and other related disclosures.

1.   External financial reporting

  • Responsible for all data gathering and analysis necessary for accurate and timely completion of all monthly and annual reporting for the Financial Services Regulatory Authority of Ontario (FSRA) including but not limited to the Monthly Information Return (MIR) and Annual Information Return (AMIR). Ensures that all data points are properly supported by a documented audit trail. Requires advanced Excel and problem-solving capabilities.
  • Completes the comprehensive quarterly loan reporting to Canada Mortgage Housing Corporation (CMHC). Requires demonstrated success in producing highly accurate reports in a time-sensitive environment.
  • Responsible for completion of various federal government reporting requirements including but not limited to the annual HST returns and quarterly StatsCan surveys.
  • Supports the completion of the annual external audit as required.

2.   Internal financial reporting

  • Responsible for completion of a wide variety of financial reports for the Board of Directors including but not limited to capital risk report, structural risk report, liquidity risk report and investment reports.
  • Responsible for design, completion and distribution of the monthly internal financial reporting materials for cost center leaders such as retail branch managers. Requires experience summarizing and communicating complex financial information in a meaningful way.

3.   Securitization.

  • Responsible for the accurate and timely completion of the required complex monthly securitization reporting and related journal entries. Requires a keen attention to detail and the ability to quickly and accurately investigate and resolve anomalies.

4.   Accounting administration.

  • Responds to requests to overrides for large or unusual transactions.  Requires professional judgment and a strong understanding of Credit Union transactions and control environment.
  • Performs other accounting tasks as required.

5.  Custom Reporting

  • Create custom reports and analyses data as needed to fill internal and external users needs.  Including data pulls for FSRA.
  • Perform other assigned responsibilities.


  • Post Secondary education in Finance or related field
  • Ability to work in a team environment with strong communication, time management and problem-solving skills are required
  • Practical knowledge of financial products and general ledger systems
  • Experience with advanced MS Excel Functionality and MS BI
  • High attention to detail and accuracy
  • Five years experience in complex Financial Analyst role

Additional Information

To learn more visit

While we welcome all applications, only those who are selected for an interview will be contacted.

Accessibility accommodations will be made for job candidates upon request.