Jobs · Finance · Massachusetts

Senior Financial Analyst

BrightBridge Credit Union · Lawrence, MA · 1 mo ago
FinanceFull-time

Your Responsibilities

  • Provides financial analysis, forecasting, financial reporting, variance analysis and other decision support services to executive management.
  • Affords assistance in preparation of annual budget including balance sheet, income statement, cash flows, and depreciation/amortization forecasts.
  • Collaborates with external third parties involved in the ALM process as applicable to ensure accurate and timely results, document assumptions, coordinate what-if scenarios and recommend improvements.
  • Coordinates the reporting package for the monthly management ALCO package and quarterly BOD ALCO meetings.
  • Maintains oversight of the credit union’s daily cash and liquidity position.
  • Develops and produces investment and liquidity forecasting reports.
  • Affords assistance in the implementation of new financial programs.
  • Proposes recommendations on process improvements and quality controls.
  • Affords assistance in the development and maintenance of the credit union’s product and branch profitability models.
  • Supports the CFO and assists on projects as assigned.

Your Qualifications

  • Bachelor’s degree in accounting / finance or economics or equivalent experience required.
  • Minimum of four years similar or related experience.
  • Prior asset liability modeling experience preferred.
  • Proficiency in spreadsheets, databases, MS Office (Excel, Word, etc) and financial software applications is required.

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