Financial Data Analyst

Financial Data Analyst

Position Title: Financial Data Analyst

Position reports to: Director of Finance

Position status: Full Time

Position Category: Permanent, In Office

Location: Calgary, Alberta

Work hours: Monday – Friday 8am – 5pm (40 hours/week)

Calvert Home Mortgage (CHMIC) is a full-service alternative mortgage investment firm that supports homeowners, investors, and brokers to achieve their goals by seeing the person behind every mortgage. We are on a mission to be the most trusted lending solution in Canada by putting people first, focusing on their success, and always doing the right thing.

Simply put, our team is the best in the business. Our expertise and experience are unrivalled -but it’s our caring approach that really sets us apart.







Calvert’s longevity and continued success is due to our shared sense of purpose and the understanding that relationships are far more important than transactions. We were founded on the principle of “kitchen table lending” -taking the time to build trust by listening to our customers, understanding their unique needs and goals, educating them on their options, and finding a solution that’s right for them. That might sound obvious but, in our experience, it’s not the norm.

We are looking for a Financial Data Analyst to be a part of an exciting growth-focused company who truly cares about its employees. At Calvert Home Mortgage we are champions of a culture that creates a positive work environment, which will allow you to thrive and be a contributor to the long-term success of the company.

At Calvert Home Mortgage we offer competitive salaries, a bonus program, share ownership, extended health and dental benefits, a free on-site fitness facility, a location that avoids the downtown commute and free parking.







WHAT’S THE BIG IDEA?

As our Financial Data Analyst you will be will be responsible for gathering, analyzing, and interpreting financial data to provide actionable insights that support key business decisions. Your role will involve working closely with finance, accounting, and operations teams to create financial reports, identify trends, and assist in forecasting. You are highly analytical, detail-oriented, and able to communicate complex financial concepts clearly and concisely. This opportunity is perfect for you because you are passionate about building a thriving career in corporate finance and financial risk management!

HOW DO WE WORK?

As an organization we aim to be trusted advisors,





offering an effortless experience in providing short-term lending solutions for the personal and financial success of our clients. Offering the best solutions is highly dependent on the management of risk and compliance within our industry. This role will be a key contributor with the ability to manage and analyze risk. We value a productive, proactive, and fast-paced office environment.

HOW DO YOU FIT IN?

The successful individual will have the following experience, education, and ability to develop these demonstrated skills:

- Bachelor’s degree in finance, Accounting, Economics, Data Analytics, or a related field.
- Proven experience in financial analysis, preferably 2+ years in a similar role.
- Advanced proficiency in Excel, and data analysis tools.






- Strong analytical skills with the ability to interpret large data sets and identify actionable insights.
- Excellent verbal and written communication skills to present findings clearly to stakeholders.
- High attention to detail and accuracy in financial analysis and reporting.
- Ability to work under pressure and meet tight deadlines in a fast-paced environment.
- Knowledge of financial regulations and compliance requirements is an asset.
- Experience with financial reporting systems and data visualization tools (e.g., Power BI, Tableau), preferred.

WHAT YOU WILL BE DOING

Data Collection & Reporting (65%)

- Collect, organize, and analyze financial data from various sources to develop meaningful reports and insights.
- Prepare financial reports, including monthly Balanced scorecards, variance analysis, and ad hoc reports for senior management.
- Identify trends,





patterns, and anomalies in financial data to provide insights into the company’s performance.
- Work with cross-functional teams to understand business needs and deliver financial insights that drive process improvement and business outcomes.
- Collaborate on the development and automation of reporting processes to enhance efficiency and accuracy.
- Monitor key performance indicators (KPIs) and provide regular updates to management on financial performance.
- Support the finance team in preparing periodic management reports and presentations.
- Ensure data accuracy and consistency in reporting by regularly validating financial data and models.

Financial Planning & Analysis (25%)

- Assist in developing financial models and forecasts to support budgeting, long-term planning,





and decision-making.
- Assist the Director of Finance to perform scenario analysis and stress testing to evaluate potential financial risks and opportunities.
- Assist the Director of Finance on project initiatives for the company.

Other Duties (10%)

- Assist in documenting processes for the Finance team
- Assist the Director of Finance in managing banking operations for the company.
- Coverage for treasury-related function

WHY CALVERT HOME MORTGAGE?

Calvert Home Mortgage's mission is to be the most trusted mortgage lender in Canada so that our customers, investors and partners succeed and grow in thriving communities. We are a team of focused individuals who care about both our internal and external clients,





and who serve each other by delivering the most timely and competitive service.

Imagine building a career you can be proud of, where doing things right is always the right thing to do and where everyone you work with will both support and inspire you. At Calvert, you will be respected for your unique skills and experience, encouraged to show up authentically every single day, and surrounded by some of the best in the industry to help you learn and grow.

WHAT WE OFFER:

An opportunity to be a part of a culture committed to truly making a difference in the personal and financial success of others. We are an equitable employer offering a wide range of employee benefits, including a competitive salary, bonus program,





opportunity for share ownership and extended health and dental benefits. Full training and support for the individual to be successful in this role will be provided.

For more information about Calvert Home Mortgage Investment Corporation, please visit our website at www.chmic.ca.

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