Reporting Analyst, Customer Finance
Role Overview
Reports to the Supervisor, Customer Finance.
Acts as the data and process expert for Customer Finance, identifying opportunities and implementing solutions for business reporting, processes, and control deficiencies.
Collaborates with internal clients to evaluate efficiency opportunities and recommend enhancements; prepares ad hoc and ongoing reports.
Key Skills for This Role
Full Job Posting
Position summary
Reports to the Supervisor, Customer Finance.
Acts as the data and process expert for Customer Finance, identifying opportunities and implementing solutions for business reporting, processes, and control deficiencies.
Collaborates with internal clients to evaluate efficiency opportunities and recommend enhancements; prepares ad hoc and ongoing reports.
Key responsibilities
- Research, test, plan, facilitate meetings, document, and implement new or improved processes.
- Train and mentor staff to support understanding and adherence to new processes.
- Ensure periodic customer finance accounting accruals are posted accurately.
- Design reliable testing scripts addressing risks during system implementations; support testing staff and coordinate defect resolution.
- Maintain reporting for daily Customer Finance use and monthly or as-needed senior management reporting.
- Maintain documentation covering Customer Finance processes, controls, and reporting.
- Support internal and external audit teams and provide other departments with analysis and support on Customer Finance processes, controls, and reporting.
- Perform other assigned Customer Finance tasks under management direction.
Qualifications
- Post-secondary diploma in Business Administration and/or at least five years of reporting analyst experience.
- Strong Microsoft Access database creation, implementation, and maintenance knowledge, including SQL.
- Computer and systems experience with MS Office, financial systems including POS, informational systems, data modeling, and VBA.
- Experience designing, implementing, and supporting reports through Excel and Power BI.
- Ability to work independently; strong leadership, planning, communication, and organizational skills; complex problem-solving and critical-thinking skills.
- ERP experience; SAP and D365 experience are strong assets.
About UFA
UFA is a member-owned agricultural co-operative serving more than 127,000 members and supporting industries and communities across Western Canada.
Benefits and culture
- UFA describes a collaborative culture with mentorship, training, educational support, career paths, safety, and flexible options.
- The posting mentions comprehensive benefits and recognition for individual and organizational results.
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