FO 15R - Client Services Financial Analyst

Posting Title
FO 15R - Client Services Financial Analyst

Position Classification
Financial Officer R15

Union
GEU

Work Options
Hybrid

Location
Kelowna, BC V1Z 2S9 CA (Primary)

Salary Range
$59,015.56 - $66,749.47 annually

Close Date
10/16/2024

Job Type
Regular Full Time

Temporary End Date
1/9/2026

Ministry/Organization
BC Public Service -> Public Guardian and Trustee

Ministry Branch / Division
Public Guardian & Trustee of BC

Job Summary

The Team
The Services to Adults - Interior North Regional Office - Client Services Financial Analyst teamis an established group of five financial analysts and one team lead, dedicated to supporting integrated services for vulnerable adults who may need assistance due to mental illness, developmental disabilities, traumatic brain injuries, or degenerative conditions. This team collaborates with case managers and various departments to deliver comprehensive support for clients' personal, financial, and legal affairs. If you value teamwork and adhering to high standards of financial and ethical management, this team offers a rewarding environment, ensuring effective outcomes for those we serve.

The Role
In the role of Client Services Financial Analyst, you will focus on understanding and addressing the unique financial needs of clients, analyzing forecasts, and recommending options that align with their case management plans. Your responsibilities will include creating annual budgets tailored to each client, monitoring financial reports to ensure accuracy, and investigating spending patterns to protect against issues like fraud. By working closely with financial institutions and community partners, you will help ensure that clients receive the support they need for their daily financial management. This position plays a vital role in enhancing the well-being of vulnerable adults and offers the chance to be part of an inclusive organization committed to ethical practices and positive outcomes. If you are dedicated to making a meaningful impact in the lives of those who need assistance, this role is a perfect fit.

Qualifications:
Education and Experience Requirements

• Secondary school graduation (or equivalent);AND
• A Diploma in Business Administration with a focus on Financial Management;OR
• Two (2) years related financial experience with an emphasis on conducting financial forecasts and analysis, coordinating the assembly of financial data for financial management and budget creation purposes, developing financial statements, and analyzing reports;OR
• A combination of education and experience may be considered.

Preference may be given to applicants with:

• Experience liaising with a variety of community partners and professionals
• Experience providing a wide range of financial services within Adult Trust and Estate Services
• Experience working with and supporting vulnerable populations.

For questions regarding this position, please contact DGingera@trustee.bc.ca .

About this Position:
There is currently a temporary opportunity available until January 9, 2026, this temporary opportunity may become permanent.
Flexible work options are available; this position may be able to work from home a few days a week subject to an approved telework agreement.
An eligibility list may be established to fill future temporary and permanent vacancies.
Employees of the BC Public Service must be located in BC at the time of employment.
Kelowna is known for its spectacular selection of wineries, and it is set on the shores of Okanagan Lake, providing water activities like swimming, paddling, windsurfing and fishing. Big White, the ski mountain in Kelowna, allows for skiing and snowboarding.
An Enhanced Security Screening will be required.
Employees of the BC Public Service must be located in BC at the time of employment.

Working for the BC Public Service:
The BC Public Service is committed to creating a diverse workplace to represent the population we serve and to better meet the needs of our citizens. Consider joining our team and being part of an innovative, inclusive and rewarding workplace.

We are committed to ensuring that reasonable accommodations are available throughout the hiring process, including the assessment and selection stages. Please email the individual or contact listed on the posting if you require an accommodation to fully participate in the hiring process.

The Indigenous Applicant Advisory Service is available to Canadian Indigenous (First Nations [status or non-status], Métis, or Inuit) applicants. Indigenous applicants can contact this service for personalized guidance on the BC Public Service hiring process including job applications and interviews.

This is your opportunity to live in one of the most beautiful regions in British Columbia and work for the BC Public Service. We offer a healthy work/life balance, excellent benefits and much more .

How to Apply:
Your application must clearly demonstrate how you meet the job requirements listed above. Applicants who are selected to move forward in the hiring process may be assessed on their knowledge, skills, abilities, competencies and other position related requirements as outlined in the Job Profile at the bottom of the posting.

Cover Letter: NO - Please do not submit a cover letter as it will not be reviewed.

Resume: YES - Ensure your resume includes your educational accomplishments, employment history including start and end dates (month and year) of your employment, and any relevant information that relates to the job to which you are applying.

Questionnaire: YES - You will need to complete a basic questionnaire to demonstrate how you meet the job requirements.

Find more information on the recruitment process, including helpful tips and videos about the application process, visit the Your Job Application page of MyHR. Gain insights into the hiring journey by joining a Career Conversation . Applications will be accepted until 11:00 pm Pacific Time on the closing date of the competition. If you are experiencing technical difficulty applying, visit the Technical Assistance page of MyHR.

Job Category
Finance, Social Services