Financial Specialist

About the Role

We are seeking a detail-oriented and analytical Financial Specialist to join our Corporate Accounting team. In this role, you will help support strategic financial decision-making, balance sheet management, forecasting, regulatory reporting, and investment analysis that contribute to the Credit Union's long-term financial success. You will work independently and collaboratively with the Financial Accounting team to perform analytical and technical financial functions, conduct research, maintain forecasting models, support budgeting efforts, and provide reporting and analysis for management and regulatory agencies.

This is an excellent opportunity for an early-career finance professional looking to expand their expertise in asset/liability management, investments, forecasting, and financial analysis within a mission-driven organization.

Responsibilities

• Analyze financial data, identify trends, and develop meaningful recommendations.
• Support budgeting, forecasting, interest rate analysis, financial modeling, and investment portfolio analysis.
• Maintain historical data and support strategic planning through analytical reporting.
• Research complex financial issues, evaluate alternatives, and develop sound solutions.
• Manage multiple priorities, work independently, and meet deadlines with exceptional attention to detail.
• Ensure compliance with financial institution regulations, reporting requirements, and internal controls.
• Maintain confidentiality and accuracy in all financial reporting and analysis.

Requirements

• Bachelor’s degree in Business Administration, Finance, Mathematics, Accounting, Economics, or a related field.
• Zero to two years of experience in a financial institution or related finance industry; experience involving lending, investments, or financial analysis preferred.
• Advanced proficiency in Microsoft Office, particularly Excel.
• Experience with financial forecasting, budgeting, reporting, or financial institution software is a plus.

Skills

• Strong analytical and problem-solving skills.
• Excellent written and verbal communication skills.
• Ability to present findings clearly and contribute positively within a team environment.
• Knowledge of financial institution regulations, including BSA/AML/OFAC requirements.
• Ability to work independently and collaboratively in a fast-paced environment.

Benefits

• Collaborative and positive workplace culture.
• Initial and ongoing support, training, and mentorship with promotion opportunities.
• Competitive wages, bonuses, paid holidays, and paid time off.
• 100% credit-union-paid employee coverage for medical, dental, vision, life, and disability insurance; dependent coverage also available.
• 401k Plan with a generous credit union match.
• Tax-saving Flexible Spending and Health Savings Plans.
• Premier membership perks, company clothing, wellness, and recognition programs.

Pay

$68,104 – $71,887/year (DOE) + Bonus

Schedule

Full-time, Exempt, Hybrid

Location: 4800 SW Research Way, Corvallis