Financial Analyst

About the role

Elevations Credit Union is a member-owned not-for-profit financial institution serving Colorado’s Front Range. Founded in 1952, we’ve grown from 12 members and less than $100 in assets to an institution with 15 branches and more than 170,000 members that manages over $3 billion in assets and is the No. 1 credit union mortgage lender in Colorado. At Elevations, we’ve made a commitment to move away from a product-centered business model and focus instead on creating consumer solutions.

Responsibilities

• Prepares reoccurring reporting for various committees, teams, and the board of directors
• Analyzes financial data specific to FP&A, Profitability, Accounting, Credit Risk, and Enterprise Risk by generating a complex quantitative studies (statistical modeling)
• Led the monthly loan loss allowance (CECL) calculation and including periodic assumption validations and back-testing
• Performs ad-hoc reporting and analysis
• Proactively implements automation to streamline processes using SQL, Python, and Excel
• Utilizes and creates Finance and Credit Risk databases leveraging Business Intelligence best practices
• Enhances documentation of department level process and procedures
• Responsible for supplemental economic research to support internal qualitative assumptions

Requirements

• Two or more years of financial analysis experience, preferably within Financial Services
• Demonstrates working knowledge of Finance, Credit Risk, Accounting, and Business Intelligence
• FP&A, CECL, P&L, Investments, Profitability, Underwriting, Collections, GAAP, GL, and Data Modeling
• Excellent personal computer and Microsoft Office Suite skills
• Understanding of data/statistical languages: Excel, SQL, Python
• Strong written, presentation, and interpersonal skills with a drive for mentorship/ability to cascade knowledge
• Ability to work in high production environment and respond quickly and effectively under pressure, changing priorities and tight timelines/deadlines. Able to have a flexible work schedule
• Ability to work independently and within a team environment to make rational timely decisions
• High degree of accuracy, attention to detail, integrity, work ethic, and willingness to learn
• Intrinsically motivated to seek out answers, generate ideas, and develop new skills
• Ability to learn new software products and think creatively to find new solutions/efficiencies
• Ability to partner with cross-functional teams as a key contributor to their ongoing success
• Adheres to all Federal and State laws and regulations governing applicable to the Credit Union, including the Bank Secrecy Act

Qualifications

• Bachelor’s degree required with a strong preference in Finance, Economics, or Accounting

Skills

• Understanding of data/statistical languages: Excel, SQL, Python
• Strong written, presentation, and interpersonal skills
• Ability to work independently and within a team environment
• High degree of accuracy, attention to detail, integrity, work ethic, and willingness to learn
• Intrinsically motivated to seek out answers, generate ideas, and develop new skills
• Ability to learn new software products and think creatively to find new solutions/efficiencies
• Ability to partner with cross-functional teams as a key contributor to their ongoing success

Benefits

• A competitive total rewards package with 4 weeks paid time off for full-time employees, work anniversary paid time off, paid volunteer time off, and 12 paid holidays
• Comprehensive medical, dental, and vision plans with employer contributions to supercharge your Health Savings Account
• Up to a 4% match on 401(k) contributions
• Up to twelve weeks of fully paid parental leave
• An extensive Employee Assistance Program that provides personalized care options for your whole household
• Ambiguous opportunity to learn, develop and grow with access to LinkedIn Learning, career and leadership development programs, job shadowing, a mentor program, and tuition reimbursement up to $5,250/year

Pay

The person hired into this position will likely earn between $71,973 & $89,966 annual salary, plus annual bonus.

Schedule

Full time / 40 hours per week
Monday through Friday

Classification

Exempt

Job Type

Full-time

Application Instructions

Please visit our careers page to apply for this job. If you have any questions, please contact us.

About Elevations Credit Union

Elevations Credit Union is a member-owned not-for-profit financial institution serving Colorado’s Front Range. Founded in 1952, we’ve grown from 12 members and less than $100 in assets to an institution with 15 branches and more than 170,000 members that manages over $3 billion in assets and is the No. 1 credit union mortgage lender in Colorado. At Elevations, we’ve made a commitment to move away from a product-centered business model and focus instead on creating consumer solutions. Our objective is to provide our members, as well as the entire community, with unbiased consumer information.

EEO Statement

The Credit Union is dedicated to the principles of equal employment opportunity. We prohibit unlawful discrimination against applicants or employees on the basis of age 40 and over, race (including traits historically associated with race, such as hair texture and length, protective hairstyles), sex, sexual orientation, gender identity, gender expression, color, religion, creed, national origin, ancestry, disability, military status, genetic information, marital status, or any other status protected by applicable state or local law.