Senior Analyst, Professional Development (PD) Financial Planning and Analysis

The Chartered Professional Accountants of British Columbia (CPABC) is the training, governing, and regulatory body for over 40,000 CPA members and 6,000 CPA candidates.

Position: Senior Analyst, Professional Development Financial Planning and Analysis

Reports To: Director, Professional Development

Contract Type: Indefinite, Full Time

The Chartered Professional Accountants of British Columbia (CPABC) is seeking a highly organized CPA or other financial professional with excellent attention to detail for the Senior Analyst, Professional Development (PD) Financial Planning & Analysis role. We are proud and honoured to have been recognized as one of BC’s Top Employers for a seventh consecutive year in 2026. Come join a collaborative network of like-minded professionals and take the first step towards an exciting opportunity by applying to the position.

Job Summary

The Senior Analyst, Professional Development Financial Planning & Analysis supports the Professional Development (PD) department through financial analysis, reporting, budgeting, data analytics, and ad hoc projects. Reporting to the Director, Professional Development, this role contributes to departmental strategic and operational planning, effective resource allocation, and project coordination to help deliver learning opportunities for over 40,000 CPABC members. Success in this dynamic, collaborative environment requires strong financial analysis and reporting skills, business acumen, attention to detail, initiative, and communication skills. The successful candidate will effectively translate numbers and data into insights and implications, identify opportunities to improve and streamline processes, develop departmental budgets and forecasts, and contribute to the development of relevant learning opportunities for CPABC members.

Key Responsibilities:

Departmental Financial Analysis and Reporting

• Analyze financial data and provide actionable insights that inform departmental decision-making

• Lead annual departmental budget preparation and quarterly forecasting, including analysis of past program and operating results, registration trends, and environmental factors.

• Lead the monthly reporting processes, including statistical compilation, reporting and variance analysis

• Support and enhance financial transaction processing and analysis, including process review and improvement.

• Partner with the Data Analytics team to develop and enhance reports and dashboards using Excel and Power BI to support business planning and decision making.

• Design and maintain dashboards and reporting tools to monitor key performance metrics and assess departmental data and trends.

Process Improvement and Project Delivery

• Contribute to continuous improvement across the PD department by documenting and mapping existing processes, identifying inefficiencies, leading process enhancements, and leveraging technology for efficiency gains.

• Lead and/or support financial and operational projects, ensuring timely delivery and alignment with departmental priorities.

• Collaborate with Finance and IT to review and develop financial processes, reporting capabilities, and ensure alignment departmental objectives with organizational initiatives

• Recommend, direct and lead special and emerging projects to advance strategic and operational goals of the PD department, including analysis, recommendations, implementation and KPI measurement.

• Deliver post-project evaluations and insights to assess outcomes, measure success, and inform future initiatives.

Strategic Planning and Operational Initiatives

• Collaborate with the Director, PD, and departmental managers to develop and execute strategic and operational plans, integrating new initiatives into budgeting and forecasting processes

• Stay abreast of developments impacting the CPA profession and work collaboratively to ensure PD program and strategic and operational plans reflect those developments.

• Liaise with other CPABC departments and/or external stakeholders as required to support PD departmental priorities and strategic initiatives

And other duties and responsibilities as may be assigned from time to time.

Key Requirements:

Knowledge and Experience

• CPA designation or equivalent, with three (3) to five (5) years of post-designation work experience;

• Experience with financial planning, reporting and budgeting;

• Demonstrated understanding of how financial decisions impact operations and strategic initiatives;

Demonstrated Skills and Abilities

• Advanced analytical skills with the ability to deal with sensitive and complex information;

• Experience initiating, leading and coordinating projects, and working collaboratively with multi-disciplinary teams to achieve project goals;

• Diplomatic, tactful, and comfortable dealing with senior management and external and internal partners;

• Takes initiative to solve problems and drive tasks forward independently, while also engaging with colleagues in collaborative work;

• Meticulous attention to detail, refined organizational and time management skills;

• Comfortable working in a dynamic role with changing tasks and projects and the ability to prioritize simultaneous projects and priorities under pressure;

• Exceptional verbal and written communication and interpersonal skills;

• Proficiency with MS Office, with strong Excel skills (pivot tables, lookups, and formulas); Power Query an asset;

• Data visualization experience required (Power BI an asset).

The starting annual salary for this position is between $98,400 – 116,850 per annum, based on candidates’ qualifications, experience, and internal parity. Exceptions may be considered with further review.

If this job outline describes you, we encourage you to apply through our online Careers Portal. We thank all candidates who respond; however, only those selected for an interview will be contacted.

Why join our team? CPABC offers an entrepreneurial environment with a competitive compensation package. At CPABC, our values guide how we work together and make decisions every day:

· Integrity: We do the right thing and inspire trust

· Inclusivity: We embrace differences and thrive together

· Forward-Thinking: We envision tomorrow and act with purpose today

· Social Responsibility: We protect the public interest and strengthen our communities

About CPABC

The Chartered Professional Accountants of British Columbia (CPABC) is the training, governing, and regulatory body for over 40,000 CPA members and 6,000 CPA students and candidates. CPABC carries out its primary mission to protect the public by enforcing the highest professional and ethical standards and contributing to the advancement of public policy. CPAs are recognized internationally for bringing superior financial expertise, strategic thinking, business insight, and leadership to organizations. CPABC is proud to have been presented with a seventh consecutive BC Top Employer award in 2026.