Senior Financial Analyst

Responsibilities

• Deliver outstanding service to both internal and external stakeholders that meets or exceeds our Service Promises.
• Analyze financial information and make recommendations based on best practices that are consistent with short/long-term goals of the company.
• Perform specialized subject matter expertise in most complex budgetary and accounting functions.
• Perform trend analysis, modeling, and what-if scenarios to assist in reaching strategic goals.
• Assist cost center owners with developing budgets for the organization, including assisting with share and loan projections, revenue targets, and operating expense analysis.
• Partner with managers of the credit union on budgetary variance analysis and profitability analysis to ensure financial solvency and accountability.
• Provide information to management by assembling and summarizing data; preparing reports; making presentations of findings, analyses, and recommendations.
• Build strong alliances with cost center owners, assisting them in gaining a full understanding of financial positions of their respective areas.
• Prepare and analyze departmental income statements utilizing cost accounting process/methodologies.
• Analyze performance and profitability of deposit and loan products.
• Apply data mining techniques to unstructured data as needed.
• Monitor and track key performance metrics/indicators and report to management, including proactively highlighting success while identifying areas of improvement with possible alternatives.
• Conduct financial, statistical, and analytical studies.
• Prepare financial reports for management and board.
• Manage special project assignments as requested.

  Requirements

  • Demonstrate analytical and financial modeling skills with ability to prepare materials and presentations that communicate meaningful data and analysis.
  • Show strong knowledge of budget planning, expense monitoring, cash flow and financial management operations.
  • Show strong analytical skills; must possess the ability to make quick decisions, strong attention to detail and commitment to tight deadlines.
  • Be a self-starter who can work with minimal supervision, with the expectation of working as a motivated and cooperative team member.
  • Show a high sense of urgency, judgment and work ethic.
  • Be able to manage multiple tasks concurrently, in a dynamic environment with tight deadlines.
  • Show excellent PC skills with a thorough knowledge of MS Excel (including macros), MS PowerPoint and MS Word with the ability to learn new software products.
  • Experience with MS SQL and MS Access is a plus.
  • Show willingness and ability to learn new skills and take on additional responsibilities.
  • Show ability to work overtime, as needed.

  Qualifications

  • High school diploma or equivalent.
  • Bachelor's degree in finance, accounting, economics, or a related field preferred.
  • Minimum of 5 years of relevant experience in financial analysis, budgeting, and/or asset/liability management.