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Sr. Analyst, Reporting & Planning

Location: 

Calgary, AB, CA, T3E 6L1

 

Department: Finance
Employment Type: Full-Time
Requisition ID: 1229
Date Posted: September 16, 2025
Closing Date: September 30, 2025 or until filled

 

Job Summary:

Reporting to the Manager, Planning & Treasury Operations, the Sr. Analyst, Reporting and Planning, is an important professional role within UFA’s Finance team.

 

The position holder is responsible for budgeting, financial planning and maintaining accurate and timely internal and external reporting efforts. This includes a crucial role in compliance and capital spend reporting, preparing strategic insights through MD&A narratives supporting executive decision-making. The position holder is also responsible for preparing ad hoc and ongoing reports for the wider department and continually evaluating and implementing efficiency opportunities.

 

Responsibilities:

  • Strategic reporting duties, including (but not limited to):
    • Preparing strategic reports, including comprehensive analysis, forecasts and insightful narrative for executive leadership and board review.
    • Financial Forecasting and contributing to decision making
    • Facilitate credit position forecasting through communication with business units, Accounts Payable, Accounts Receivable and highlight risks to management.
  • Budgeting and Financial Planning duties, including (but not limited to):
    • Contributes to the preparation of the annual Business Plan, including the financial and non-financial discussion points.  
    • Cash flow forecasting activities, including working with the Treasury team to maintain and report on long-term debt position.
    • Prepare consolidated financial statements for budgets and forecasts.
  • Lender Compliance and other required reporting:
    • Prepare daily, monthly, and annual compliance reports and recommend a course of action to maintain good standing with banking syndicate.
    • Coordinate compulsory field examination and inventory appraisal with business units and follow through on audit outcomes.
    • Coordinate internal and external activities and recommend a course of action to ensure PCI compliance.
  • Maintain banking related documents such as authorized signatories.
  • Complete other financial ad-hoc requests on timely basis.

 

Qualifications:

  • Previous Financial Reporting, or Investor Relations experience, with some combination of:
    • Experience drafting MD&A, financial communications, or working with investor relations.
    • Risk mitigation, hedging, or cash forecasting
    • Financial modelling and forecasting
  • Analytical and problem-solving skills.
  • Strong forecasting, technical, and interpersonal skills.
  • More than 5 years’ work experience with a minimum of 3 years in a senior analytical position.
  • University degree in Finance/Accounting/Commerce/Business, or equivalent. Professional Designation: CPA, CA, CMA, CGA or CFA is preferred.
  • Experience and familiarity with SAP, BI and Power BI is an asset.

 

#IND1

 

You and UFA. Let’s Grow Together.

UFA is one of Canada’s largest and most progressive agricultural co-operatives. We’re a multi-billion-dollar organization that offers the products, services, and support our 127,000+ members need to build, grow and succeed. While our roots will always be in agriculture, we’re proud to support the industries and communities that drive Western Canada’s economy. We need your skills, expertise and ideas to help us keep growing.

  • A Business with a Purpose - Join a member-owned co-operative with a mission that matters: improving the well-being of our members, helping them feed the world, and enabling investment in local communities.
  • Recognized and Rewarded for Your Performance - At UFA, success is shared. You’ll own your work and be recognized for both individual and organizational results.
  • Work-Life Success - We prioritize safety, respect your time, and offer flexible options and comprehensive benefits to support your life inside and outside of work.
  • We Help Each Other Grow - Our collaborative culture fosters growth through hands-on experience, mentorship, training, educational support, and diverse career paths.

Diversity Equity, and Belonging

At UFA, we care about our employees and what makes them unique. We strive to create an inclusive environment that welcomes employees from diverse backgrounds, where everyone can do their best work. If you require accommodation during the application or selection process, please contact careers@ufa.com.

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We thank all applicants for their interest. Only those selected for an interview will be contacted.

 

 

 

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