Position Title: Financial Analyst – Business Intelligence Position reports to: Director, Finance Position status: Permanent Position category: Full Time Location: Calgary, Alberta (In-Office with Hybrid Options) 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 Analyst – Business Intelligence 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 Analyst , you will help turn numbers into insights that guide how our business grows and operates. You’ll dive into financial results, forecasts, and operational data to understand what’s happening in the business and why, then translate that into clear, executive-ready insights that support decision making. From analyzing pipeline conversions and operational performance to building forecasts, scenario models, and dashboards, you’ll connect what’s happening on the ground with what it means for revenue, margins, and strategy. Along the way, you’ll partner closely with Finance, Operations, and Data teams, contribute to special projects that improve how we analyze and forecast the business, and help modernize our finance tools through automation and AI. In short, you’ll be the person who helps turn data into direction for the company.

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:

Required Bachelor’s degree in Finance, Accounting, Economics, or a related field

2–5 years of experience in financial analysis, FP&A, or corporate finance

Strong analytical and problem solving skills

Advanced Excel proficiency

Familiarity with Power BI and other data analytics platforms

Ability to clearly communicate insights across finance and operations

Nice to Have Experience in financial services, lending, or asset based businesses

Interest or exposure to automation, Copilot, or AI enabled finance workflows

What You Will Be Doing Financial Analysis and Management Reporting Analyze monthly, quarterly, and year to date financial results vs budget and forecast

Translate financial results into concise, executive ready insights and recommendations.

Assist in preparing financial and performance reporting for management.

Support rolling forecasts, medium term outlooks, and annual planning cycles.

Maintain and analyze forecast assumptions across financial and operational drivers.

Perform scenario and sensitivity analysis to support leadership decision making.

Operations Decision Support Maintain and analyze operational KPIs that drive financial outcomes, including but not limited to:

• Pipeline conversion ratios (inquiries → approvals → fundings)
• Turnaround times, queue volumes, and capacity indicators
• Operational throughput, backlog, and workload metrics
• Pricing, mix, and product level performance drivers

Connect operational performance trends to revenue, margin, liquidity, capital efficiency and forecast impacts.

Partner with Finance, Operations, BI, and Data Engineering teams to ensure operational KPIs are clearly defined, consistently measured and used in financial analysis and forecasting

Support management and leadership by highlighting early operational signals that may impact future financial performance.

AdHoc Analysis & Special Projects Provide adhoc financial and operational analysis to support executive decision making.

Contribute to special projects involving unit economics, trend analysis, cost behaviour analysis, or forecasting enhancements.

Support financial process automation initiatives (reporting automation, workflow improvements).

Assist with testing, validation, and adoption of AI and Copilot enabled finance tools.

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 .

Please note that candidates applying for openings must be authorized to work in Canada. We thank all applicants in advance for their interest, however, only those selected for an interview will be contacted.