Financial Analyst
WSECU · Olympia, WA · 1 mo ago
Hybrid$40.38–$60.57/hrFull-time
We need to output HTML fragment with sections for headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections that have real specific content. Must not repeat job title. Must not include boilerplate like EEO, etc. Must preserve all substantive info.
We need to parse the posting.
Let's extract sections:
- About the role: The initial paragraph(s) describing role: "Are you an experienced Financial Analyst with a passion for service? In this role, you’ll support and maintain the enterprise product profitability system and communicate ongoing data issues and future enhancements with the application provider. You will run the preparation of profitability report materials for committee reviews and participate in financial analysis and system processes to support corporate financial management decision-making, Asset/Liability Management Committee activities and regulatory compliance. You will support the business plan development and the loan pricing development process in coordination with the business units and support the execution of Treasury functions, which include deposit pricing, interest rate risk, liquidity, and cash management. This is a unique opportunity to put your head for numbers and your heart for people together to make members’ lives easier. You’ll join an established team with momentum and opportunity for growth."
That's about the role.
- Responsibilities: The "Your Day May Include" bullet list (actually sentences). We need to list each duty as
. The list includes many items: Maintaining WSECU’s profitability reporting system, including ownership of the system framework and communication with the external application provider; Owning the ongoing profitability analytical framework maintenance to achieve report timeliness and accuracy as well as the enhanced reporting and analytical capabilities; Preparing routine profitability report materials for review and supporting Committee presentations; Coordinating with business units and branches for ongoing management reporting needs for decision-making processes; Participating in the interest rate risk operations that develop and maintain the risk management tools and maintaining risk modeling processes and operating procedures; Preparing quarterly performance updates on internal and external investment portfolios to ALM committee; Assisting senior team members to assess report results and performing the analysis to identify corporate balance sheet interest rate risks, potential revenues and recommends management actions and strategies; Assisting in the preparation of ALM report materials and supporting Committee presentations; Assisting with research and annual & business plan forecast updates in coordination with the business units for balance sheet and income statement projections; Providing financial analytical support to the business units for new and existing products and projects; Participating in competitive research for strategic and business planning for major products; Performing cash flow forecasts and providing analytical support for liquidity and cash management Treasury functions that meet regulatory expectations and in compliance with Board Policy; Supporting the development and maintenance of the financial contingency plans that include the Contingency Funding Plan and the Recession playbook; Coordinating with the Business Units to develop and execute holistic enterprise product pricing strategies for consumer loans, mortgages, deposits, etc.; Coordinating the execution of the pricing strategies with the Secondary Market unit to ensure the mortgage sales processes are consistent with WSECU balance sheet and profitability strategies; Collecting key project intakes from the Business Units and preparing financial assessments and recommendations to the Business Units through scenario analysis; Coordinating to ensure accountability among the stakeholders, and a balanced approach between business growth and best use of capital for WSECU; Serving as a resource to the organization for project financial analysis, statistical analysis and quantitative problem solving.
We need to ensure we keep all.
- Requirements: The "What You Bring To The Team" bullet list: BA in finance, economics, business administration, accounting, or a related quantitative science; Minimum of Three (3) years of work experience in finance, analytics, banking, accounting or quantitative analysis or an advanced educational degree in a related field and Two (2) years of related work experience; Provide prompt and efficient service demonstrating strong interpersonal communication skills; Ability to perform complex financial, statistical and quantitative analysis; Proficient in modeling techniques and data management software such as Tableau, SQL and Snowflake. Financial modeling software experience, ALM required; Knowledge of derivative instruments and bond investments; Proficient in modeling techniques and data management software (duplicate? maybe keep once); Effective interpersonal and communication skills, both written and verbal; Strong problem-solving capabilities.
We need to avoid duplicate lines. There's duplicate "Proficient in modeling techniques and data management software". We'll keep one.
- Qualifications: Might be same as Requirements? The posting lumps them under "What You Bring To The Team". Could treat as Requirements. But we need separate sections only if content distinct. There's also "Bonus Points If You Have Experience with financial systems such as FIS; Knowledge of derivative instruments and bond investments; Project Management Skills". That could be Qualifications or Skills? Actually "Bonus Points If You Have" could be "Preferred Qualifications". We'll treat as Qualifications (preferred). But we need to decide.
- Skills: Could be the technical skills: Tableau, SQL, Snowflake, financial modeling software, ALM, derivative instruments, bond investments, etc. But we already have those in Requirements. Might be better to have Skills section for technical proficiencies. However we must not create thin sections. Let's see if we can combine.
The instruction: Prefer a few substantive sections over many thin ones. So we could have About the role, Responsibilities, Requirements (including qualifications and skills), Benefits, Pay, Schedule.
But we need to include Benefits section only if posting states them. It does: "Perks: Here are a few benefits and perks we offer: Medical, Dental, Vision, and Life Insurance with Premium options covered by WSECU; Full-Time Regular employees accrue general leave and sick leave, on a monthly basis; Part-Time employees accrue general leave, on a monthly basis; 11 Paid Holidays; Employer paid Long Term Disability & Long-Term Care plan for Full-Time employees; Employer paid Long Term Care plan for Part-Time employees; 401(K) with 8.5% Contribution by WSECU to begin 1st quarter after 1 year of service; Paid Volunteer Leave; Tuition Assistance; Employee Assistance Program & Employee Discounts; And, you get to work with some awesome people! WSECU was named to the Forbes Best-In-State Credit Union list in 2026, making us the only credit union in Washington to earn this recognition six years in a row!"
We need to keep all that.
Pay section: "Competitive pay: $40.38 - $60.57 per hour, dependent on relevant qualifications, plus an annual discretionary incentive plan and benefits package The target starting pay for this position is $40.38 - $50.47 per hour, typically within the first half of the range. Actual offers will be based on individual qualifications relevant to the role and will not take an applicant’s pay history into account.The range above allows our employees room for growth through annual merit and other pay increase during their tenure in the position."
We need to include Pay section.
Schedule section: "When you’d work: Monday – Friday, 8:00 am – 5:00 pm, full-time minimum 40 hours per week, with scheduling flexibility to meet service needs for this non-exempt position". Also hybrid location info: "Where we’re located: 330 Union Ave, Olympia WA or WSECU University Branch at 1121 NE 45th St. Seattle, WA. Employee must reside and perform all work in the state of Washington. This is a hybrid position that blends working in-office and from home. Works onsite minimum of one (1) occasion per week. Working From Home/hybrid Requirements Reliable, high-speed home internet connectionPrivate, confidential workspace, away from distractions and other peopleSuitable desk/surface and desk chair". This could be Schedule or maybe separate "Work Arrangement". But we only have Schedule heading allowed. We can include schedule and location under Schedule? Might be okay. The instruction: Use for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we can have Schedule section containing work hours and hybrid details.
We must not include boilerplate like EEO, visa sponsorship, contact info, etc. Remove those.
We must not repeat job title as heading.
We must not include Job ID/requisition numbers.
We must preserve all substantive information.
Now produce HTML fragment.
Structure:
About the role
... (prose)
Responsibilities
Requirements
Maybe also Qualifications
for bonus points? But we could incorporate into Requirements as "Preferred qualifications". However instruction: Prefer few substantive sections over many thin ones. So we could combine Requirements and Qualifications into one Requirements section, maybe split into "Required" and "Preferred". But we need to use only allowed headings; we could still have Requirements and Qualifications separate if we have content. But we risk thin sections. Let's see if we have enough for Qualifications: Bonus points: Experience with financial systems such as FIS; Knowledge of derivative instruments and bond investments; Project Management Skills. That's three items. Could be a thin section but maybe okay. However we could incorporate them into Requirements as "Preferred". But we need to follow instruction: "Prefer a few substantive sections over many thin ones." So better to have fewer sections. Let's combine Requirements and Qualifications into one Requirements section, with subheadings? Not allowed to add extra headings beyond the allowed list? We could still use to note "Preferred qualifications:" inside the list. That's fine.
Thus we have sections: About the role, Responsibilities, Requirements, Benefits, Pay, Schedule.
Now we need to ensure we don't include filler like "commensurate with experience". Not present.
Now craft the HTML.
We need to be careful to escape any HTML special characters? Not needed.
Let's write About the role paragraph: combine the initial sentences.
About the role paragraph: "Are you an experienced Financial Analyst with a passion for service? In this role, you’ll support and maintain the enterprise product profitability system and communicate ongoing data issues and future enhancements with the application provider. You will run the preparation of profitability report materials for committee reviews and participate in financial analysis and system processes to support corporate financial management decision-making, Asset/Liability Management Committee activities and regulatory compliance. You will support the business plan development and the loan pricing development process in coordination with the business units and support the execution of Treasury functions, which include deposit pricing, interest rate risk, liquidity, and cash management. This is a unique opportunity to put your head for numbers and your heart for people together to make members’ lives easier. You’ll join an established team with momentum and opportunity for growth."
Now Responsibilities list items as above.
We need to ensure each bullet is a complete sentence or phrase. We'll keep as given.
Now Requirements list: combine required and preferred.
Let's list:
- BA in finance, economics, business administration, accounting, or a related quantitative science
- Minimum of three (3) years of work experience in finance, analytics, banking, accounting or quantitative analysis or an advanced educational degree in a related field and two (2) years of related work experience
- Provide prompt and efficient service demonstrating strong interpersonal communication skills
- Ability to perform complex financial, statistical and quantitative analysis
- Proficient in modeling techniques and data management software such as Tableau, SQL and Snowflake; financial modeling software experience, ALM required
- Knowledge of derivative instruments and bond investments
- Effective interpersonal and communication skills, both written and verbal
- Strong problem-solving capabilities
- Preferred: Experience with financial systems such as FIS
- Preferred: Project Management Skills
We could combine knowledge of derivative instruments already listed; we have duplicate; keep one.
Now Benefits list: as per perks.
We need to list each benefit as
.
Benefits:
- Medical, Dental, Vision, and Life Insurance with Premium options covered by WSECU
- Full-Time Regular employees accrue general leave and sick leave, on a monthly basis
- Part-Time employees accrue general leave, on a monthly basis
- 11 Paid Holid