Financial Analyst, Local Services – Capital Regional District

12 July 2023

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Job Description

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Capital (Regional District)

Financial Analyst, Local Services

The Capital Regional District (CRD) is the regional government for 13 municipalities and three electoral areas on southern Vancouver Island and the surrounding Gulf Islands, serving more than 432,000 people.

Our administrative boundaries span the Traditional Territories of many First Nations, all of whom have a long standing relationship with the land and waters from time immemorial that continues to this day.

We value the diversity of the people we hire and serve. In our commitment to bring differing perspectives to our workplace, and to deliver the best possible service to our customers, we encourage and welcome applications from all people with diverse backgrounds, abilities, and lived experiences.
Job Summary
The Financial Analyst, Local Services, is responsible for work activities related to financial analysis, financial planning and budgeting, project accounting and financial reporting. This position provides assistance to internal and external clients to meet their financial requirements, including support for budgeting and reporting processes.

Typical Duties and Responsibilities
People working in this role can expect to be responsible for performing the following duties. This list is not meant to be comprehensive and other related duties similar in scope and complexity may be performed.

  • Coordinates and facilitates the complete financial planning process for designated service areas.
  • Prepares and posts financial accounting entries, including regular monthly entries, internal reserve transfer entries, quarter and year end closing activities for operating budget and capital projects.
  • Reviews, monitors and reconciles the general ledgers and capital projects.
  • Compiles and sets up variance reports with supporting details for analysis.
  • Prepares cheque requisitions, enters purchase orders and good receipts in SAP, and reviews invoice coding.
  • Assists with external grant claim process, including preparing the claim summary of detailed financial transaction list and compiling the supporting documentation.
  • Processes and validates Community Work Fund and grant in aid granting process for electoral areas.  
  • Loads allocations, labour activities, and service budgets into SAP.
  • Creates capital project structure in the system, compiles backup documentation and posts funding transfer for the capital project creation. Maintain projects through their entire life cycle including capitalization to the SAP asset module.
  • Sets up budget workbooks for designated service areas, including controls to organize supporting documents on budget changes, updates the previous year’s actual operating revenue and expenses, validates the budget report summary formulas, updates the internal reserve schedules, updates capital fund reconciliation and analysis, updates the capital project history information, and updates the statistical data including taxable folios, single family equivalent count and property value assessment.
  • Reviews, analyzes and verifies budget data and financial reports for completeness, accuracy, revenue calculation and compliance with corporate guidelines and policies. 
  • Ensures accurate processing to accounts in compliance with CRD policies and procedures and to ensure internal controls are maintained and to use judgement to identify potential issues for follow up as needed.
  • Follows all policies, procedures and standards of the CRD.
  • Performs other related duties as required.


Knowledge, Skills and Abilities
To be successful at the CRD, candidates should have a shared understanding of our Cultural Traits and Statement of Reconciliation with Indigenous peoples. Additionally, ideal candidates would possess the following role-specific knowledge, skills and abilities:

  • Excellent communication (verbal and written), interpersonal and customer service skills are required.
  • Strong knowledge and experience in Enterprise Resource Planning (ERP) System, preferably with SAP.
  • Working knowledge of financial accounting, planning, budgeting, cost allocation and accounting principles and practices.
  • Working knowledge of budget preparation and reconciliation procedures.
  • Demonstrated ability in understanding and using accounting terminology and Canadian Generally Accepted Accounting Principles (GAAP). Demonstrated skills in preparing financial reports and statements.
  • Proficiency and experience with word processing (MS Word), spreadsheets (MS Excel) and presentation (MS PowerPoint) software.
  • Ability to work with minimum direction, follow instructions, work under pressure, set and maintain ever changing priorities, meet deadlines, be flexible and work accurately with mathematical calculations, use advanced database and spreadsheet skills.
  • Strong initiative and sound judgment skills; good analytical and organization skills. 
  • Ability to pay attention to details, problem solve and perform tasks with a high level of accuracy.
  • Ability to establish and maintain effective relationships with staff and work well in a muti-disciplinary team.

To apply for this exciting opportunity, please visit and submit your application on our careers page.

We welcome all qualified applicants to apply and may consider a combination of experience, education and/or training where possible.