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.