Financial Planning and Analysis Analyst - Endwell, NY

Position Overview

Visions Federal Credit Union is seeking a detail-oriented Financial Planning and Analysis Analyst to support budgeting, forecasting, financial reporting, and strategic analysis. In this role, you will help provide forward-looking financial insights that support balance sheet management, liquidity planning, deposit strategy, and key organizational decisions.

What You'll Do

• Maintain and support financial budgeting models, including assumptions documentation, scenario analysis, and variance reporting
• Partner with business leaders and Finance leadership to gather budget inputs, answer budgeting questions, and support timely, accurate planning processes
• Prepare financial analysis related to income statement performance, balance sheet trends, liquidity, investments, and funding strategies
• Develop reports, analysis, and materials for ALCO, executive leadership, and internal committees
• Collaborate with Deposit Strategy and other internal partners to support deposit initiatives, pricing strategies, and growth scenarios
• Support liquidity stress testing and provide backup support for ALM modeling and reporting

What Success Looks Like

• Budget models, reports, and analysis are accurate, timely, and clearly documented
• Finance leadership and business partners have reliable insights to support planning, forecasting, and decision-making
• Analysis helps identify trends, risks, opportunities, and the financial impact of key balance sheet and liquidity decisions
• Internal partners experience responsive support, clear communication, and strong collaboration

What We're Looking For

• Associate's degree in finance, accounting, business, or a related field, plus 1-3 years of relevant experience; 3-5 years of relevant experience may be considered in lieu of a degree
• High level of proficiency in Microsoft Excel, including the ability to work with detailed financial models and data analysis
• Proficiency with Microsoft Office programs and standard office technology
• Strong analytical, organizational, time management, and communication skills

Preferred Qualifications

• Bachelor's degree
• Experience with derivative instruments
• Advanced Excel modeling experience

Pay & Location

Compensation range: $28.00/hr. - $32.00/hr. Hiring rates may be dependent on a number of factors, including years of directly related work experience, education, geographic location, or special skills. This is an on-site position at our Corporate Headquarters in Endwell, NY.

Benefits

• Retirement benefits - pension plan, 401(k) with employer match
• Excellent health benefits - medical, dental, vision, and supplemental coverage
• Flexible Paid Time Off (PTO), Volunteer Time Off (VTO), and Wellness Time Off (WTO)
• 10+ paid holidays per year
• Lifestyle Spending Account (LSA) stipend for wellness, caregiving, or personal expenses such as student loan repayment and tuition reimbursement
• Employee recognition program

Mission & Values

Our mission is to MAKE VISIONS MATTER. To our members, we will provide value and relevance. To our employees, we will be a premier organization and provide opportunities for career advancement. To our community, we will be a leader and provide a positive impact. At Visions, we're an organization with Integrity that builds Community, provides exceptional Service to all, and continually strives to earn your Trust.