Jobs · Sales · Minnesota

Senior Financial Analyst

Meridian Trust Federal Credit Union · Wyoming, MN · 1 mo ago
Sales$65k–$85k/yrFull-time
We need to output HTML fragment with sections: About the role? The posting includes description. We need to identify sections: About the role (intro), Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We must only include sections when there is real specific content. Let's parse the posting: - Intro: "Join The Meridian Trust Team! At Meridian Trust, We Believe In Helping Our Members—and Our Employees—Pursue Their Possible. We’re More Than Just a Financial Institution; We’re a Team Driven By Curiosity, Optimism, And a Commitment To Making a Difference. As Part Of Our Team, You’ll Enjoy Requirements: Pay Information: Starting Range: $65,062.76 to $85,000.00 Annually. A dynamic and supportive work environment - Competitive pay and comprehensive benefits including medical, dental, vision, 401k with employer match, employer-paid life insurance, paid holidays and paid time off, and flexible spending accounts. - Opportunities for growth and career development A culture that values innovation, teamwork, and service The chance to make a real impact in the communities we serve We take pride in being an active part of the community, supporting local events, charities, and initiatives that help people thrive. If you're looking for a career where you can grow, contribute, and be inspired every day, we’d love to meet you!" This is a bit jumbled. Then: "At Meridian Trust Federal Credit Union, we're looking for a talented Senior Financial Analyst to play a key role in shaping the financial future of our organization. As the primary finance analyst and a trusted partner to our chief financial officer and executive leadership team, you will provide meaningful insights that influence strategic decision-making, financial performance, and long-term growth. In this highly visible role, you will analyze financial trends, evaluate balance sheet strategies, assess capital adequacy, and contribute to major organizational initiatives. You'll develop sophisticated financial models, forecasts, dashboards, and executive reporting that help leaders navigate opportunities and make informed business decisions. If you enjoy turning complex financial data into actionable insights and want to make a measurable impact within a growing, member-focused credit union, we invite you to join our team and help strengthen the financial success of Meridian Trust for years to come. This position is an in-person position in Cheyenne, Wyoming." Then: "This position is for you if:You enjoy turning complex financial data into strategic business insights and influencing decisions at the executive level.You thrive in a highly visible role where your analysis directly impacts financial performance, growth strategies, and organizational success.You are a critical thinker who enjoys solving problems, identifying trends, and providing actionable recommendations.You excel at building financial models, forecasts, dashboards, and reports that help leaders make informed decisions.You want to be part of a collaborative, member-focused organization where your expertise contributes to the long-term financial strength and success of the credit union.Bachelor's degree in Finance, Accounting, Economics, Business Administration, or related field.Minimum 4 years of experience in banking, credit union, or other financial services analysis.Advanced Microsoft Excel Skills.Experience developing financial models and forecasts.Strong written and verbal communication skills." We need to extract sections: - About the role: maybe the description of role and responsibilities. Could be combined. - Responsibilities: list of duties: analyze financial trends, evaluate balance sheet strategies, assess capital adequacy, contribute to major organizational initiatives, develop sophisticated financial models, forecasts, dashboards, executive reporting, provide insights influencing strategic decision-making, financial performance, long-term growth. - Requirements: maybe the bullet list after "This position is for you if:" includes personal traits and qualifications. - Qualifications: Bachelor's degree, 4 years experience, advanced Excel, experience developing models, strong communication. - Skills: maybe advanced Excel, financial modeling, communication. - Benefits: "Competitive pay and comprehensive benefits including medical, dental, vision, 401k with employer match, employer-paid life insurance, paid holidays and paid time off, and flexible spending accounts." Also "Opportunities for growth and career development", "A culture that values innovation, teamwork, and service", "The chance to make a real impact in the communities we serve", "We take pride in being an active part of the community..." - Pay: "Starting Range: $65,062.76 to $85,000.00 Annually." - Schedule: Not mentioned besides "in-person position in Cheyenne, Wyoming." No schedule details like full-time, hours. So we should not create Schedule section. We must not repeat job title as heading. Also not include Job ID etc. We must remove boilerplate: cookie/navigation/legal/EEO etc. Not present. We must not include duplicated lines. We must preserve all substantive information. We need to output HTML fragment only, with

for section headings,
  • for lists,

    for prose. We need to decide which sections to include. Let's extract content: About the role: Could be a paragraph summarizing role: "As the primary finance analyst and a trusted partner to our chief financial officer and executive leadership team, you will provide meaningful insights that influence strategic decision-making, financial performance, and long-term growth. In this highly visible role, you will analyze financial trends, evaluate balance sheet strategies, assess capital adequacy, and contribute to major organizational initiatives. You'll develop sophisticated financial models, forecasts, dashboards, and executive reporting that help leaders navigate opportunities and make informed business decisions. If you enjoy turning complex financial data into actionable insights and want to make a measurable impact within a growing, member-focused credit union, we invite you to join our team and help strengthen the financial success of Meridian Trust for years to come. This position is an in-person position in Cheyenne, Wyoming." That seems appropriate. Responsibilities: Could be a bullet list of duties: analyze financial trends, evaluate balance sheet strategies, assess capital adequacy, contribute to major organizational initiatives, develop sophisticated financial models, forecasts, dashboards, executive reporting, provide insights influencing strategic decision-making, financial performance, long-term growth. However many of these overlap with About the role. To avoid duplication, we could keep About the role as prose and Responsibilities as bullet list of specific duties. But we must not repeat same info? The instruction: "Preserve ALL substantive information; do NOT invent or summarize away detail." So we need to keep all info, but we can organize. Duplication is okay if it's present in original? They said remove duplicated lines. So we should avoid repeating same sentence exactly. We can split. Let's list duties from the posting: - Provide meaningful insights that influence strategic decision-making, financial performance, and long-term growth. - Analyze financial trends. - Evaluate balance sheet strategies. - Assess capital adequacy. - Contribute to major organizational initiatives. - Develop sophisticated financial models. - Develop forecasts. - Develop dashboards. - Develop executive reporting. - Help leaders navigate opportunities and make informed business decisions. - (Also from "This position is for you if:" includes similar but those are traits not duties.) We can create a Responsibilities ul with those items. Requirements: Could be the list of personal traits: "You enjoy turning complex financial data into strategic business insights and influencing decisions at the executive level.", "You thrive in a highly visible role where your analysis directly impacts financial performance, growth strategies, and organizational success.", "You are a critical thinker who enjoys solving problems, identifying trends, and providing actionable recommendations.", "You excel at building financial models, forecasts, dashboards, and reports that help leaders make informed decisions.", "You want to be part of a collaborative, member-focused organization where your expertise contributes to the long-term financial strength and success of the credit union." These are more like desired attributes, could be under Requirements or maybe under "Qualifications". But we have separate Qualifications for education/experience. Qualifications: Bachelor's degree in Finance, Accounting, Economics, Business Administration, or related field. Minimum 4 years of experience in banking, credit union, or other financial services analysis. Advanced Microsoft Excel Skills. Experience developing financial models and forecasts. Strong written and verbal communication skills. Skills: Could be advanced Microsoft Excel, financial modeling, forecasting, dashboard/report creation, communication. But we might combine Skills into Qualifications. However we need to follow instruction: Use sections only when posting has real specific content. The posting does mention "Advanced Microsoft Excel Skills." and "Experience developing financial models and forecasts." and "Strong written and verbal communication skills." That's skills. Also "Bachelor's degree..." and "Minimum 4 years experience" are qualifications. Thus we can have Qualifications section for education/experience, and Skills section for technical/soft skills. Benefits: we have bullet list: Competitive pay and comprehensive benefits including medical, dental, vision, 401k with employer match, employer-paid life insurance, paid holidays and paid time off, and flexible spending accounts. Also opportunities for growth and career development, culture values innovation, teamwork, service, chance to make real impact in communities, active part of community supporting local events, charities, initiatives. We can put those as ul. Pay: Starting Range: $65,062.76 to $85,000.00 Annually. Schedule: Not present, so omit. Now we need to ensure we don't include filler like "commensurate with experience". Not present. Now produce HTML:

    About the role

    As the primary finance analyst and a trusted partner to our chief financial officer and executive leadership team, you will provide meaningful insights that influence strategic decision-making, financial performance, and long-term growth. In this highly visible role, you will analyze financial trends, evaluate balance sheet strategies, assess capital adequacy, and contribute to major organizational initiatives. You'll develop sophisticated financial models, forecasts, dashboards, and executive reporting that help leaders navigate opportunities and make informed business decisions. If you enjoy turning complex financial data into actionable insights and want to make a measurable impact within a growing, member-focused credit union, we invite you to join our team and help strengthen the financial success of Meridian Trust for years to come. This position is an in-person position in Cheyenne, Wyoming.

    Responsibilities

    • Provide meaningful insights that influence strategic decision-making, financial performance, and long-term growth.
    • Analyze financial trends.
    • Evaluate balance sheet strategies.
    • Assess capital adequacy.
    • Contribute to major organizational initiatives.
    • Develop sophisticated financial models.
    • Develop forecasts.
    • Develop dashboards.
    • Develop executive reporting.
    • Help leaders navigate opportunities and make informed business decisions.

    Requirements

    • You enjoy turning complex financial data into strategic business insights and influencing decisions at the executive level.
    • You thrive in a highly visible role where your analysis directly impacts financial performance, growth strategies, and organizational success.
    • You are a critical thinker who enjoys solving problems, identifying trends, and providing actionable recommendations.
    • You excel at building financial models, forecasts, dashboards, and reports that help leaders make informed decisions.
    • You want to be part of a collaborative, member-focused organization where your expertise contributes to the long-term financial strength and success of the credit union.

    Qualifications

    • Bachelor's degree in Finance, Accounting, Economics, Business Administration, or related field.
    • Minimum 4 years of experience in banking, credit union, or other financial services analysis.
    • Advanced Microsoft Excel skills.
    • Experience developing financial models and forecasts.
    • Strong written and verbal communication skills.

    Skills

    • Advanced Microsoft Excel.
    • Financial modeling and forecasting.
    • Dashboard and executive reporting development.
    • Strong written and verbal communication.

    Benefits

    • Competitive pay and comprehensive benefits including medical

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