Senior Financial Analyst

About the role

The Senior Financial Analyst at Quorum Federal Credit Union partners with the Finance Manager to support and enhance the organization’s treasury and financial management functions. This role leverages advanced data analytics, financial technology, and emerging AI tools to streamline forecasting, automate reporting, and elevate decision-making.

Responsibilities

• Facilitate the development and consolidation of forecasts and long-range financial plans.
• Analyze variances and provide clear, actionable recommendations to business leaders.
• Partner with department leaders to evaluate assumptions and improve financial predictability.
• Develop dashboards, models, and reporting tools to support decision-making.
• Leverage advanced analytics, financial technologies, and emerging AI tools to enhance forecasting, automate reporting, and improve decision-making.
• Identify opportunities to integrate automation, machine learning models, or data visualization tools to drive efficiency and deeper financial insights.
• Support balance sheet strategy, including liquidity planning, cash management, and investment portfolio.
• Aid in interest rate risk modeling and financial scenario analysis.
• Provide recurring and ad hoc analysis to guide financial performance and capital allocation.
• Facilitate enterprise risk management (ERM) program and semi-annual risk assessments.
• Collaborate with business units to identify, assess, and mitigate financial and operational risks.
• Enhance risk reporting frameworks and ensure alignment with organizational objectives.
• Evaluate and support business investments through ROI modeling, cost-benefit analysis, and ongoing performance tracking, while delivering product-level profitability insights to inform pricing, growth, and strategic decision-making.
• Perform general ledger analysis, reconciliation, and ensure integrity of financial data.
• Maintain and update financial policies, procedures, and internal controls.
• Ensure compliance with GAAP, regulatory requirements, and internal standards.
• Partner with leaders across the organization to deliver financial insights and recommendations.
• Communicate complex financial concepts clearly to non-financial stakeholders.
• Promote a collaborative, service-oriented work environment.
• Stay informed of industry trends, regulatory changes, and emerging technologies.
• Identify opportunities to improve processes, reporting capabilities, and financial performance.
• Ensures adherence to company policies and procedures and Banking/Credit Union Regulations.
• Performs additional duties as required.

Requirements

• Bachelor’s degree in Finance, Accounting, or related field.
• 3–5+ years of experience in finance, accounting, or treasury functions.
• Credit union, Banking, or risk management related experience is a plus.
• Strong analytical, problem-solving, and financial modeling skills.
• Ability to manage multiple priorities independently and meet tight deadlines.
• High level of integrity, professionalism, and attention to detail.
• Advanced proficiency in Excel; working knowledge of financial systems and reporting tools.
• Experience using data analytics, financial technology platforms, or AI-driven tools (e.g., Power BI, Tableau, Python, SQL, or similar) to support financial modeling, forecasting, and reporting.

Qualifications

• Must reside within the United States.
• Not considering applicants from Montana, Nebraska, Rhode Island, or Puerto Rico.
• Compensation range: $94,300 - $114,300 per year.
• Benefits include excellent health insurance packages, life, AD&D, short-term disability, and travel insurance; a 401(k) plan with company match; generous time-off policy; monthly stipend for wellness activities and mental health; tuition reimbursement; pet benefits; and employee perks.
• Discretionary incentive compensation based on both company and individual performance.

Skills

• Advanced proficiency in Excel.
• Working knowledge of financial systems and reporting tools.
• Experience using data analytics, financial technology platforms, or AI-driven tools (e.g., Power BI, Tableau, Python, SQL, or similar).

Benefits

• Excellent health insurance packages with a Health Reimbursement Account option.
• Life, AD&D, Short-Term Disability and Travel Insurance.
• 401k plan with company match dollar for dollar up to 6 percent.
• Generous time-off policy with paid time off (PTO), volunteer time off (VTO), birthday PTO, and company-observed holidays.
• Monthly stipend for wellness activities and mental health.
• Tuition reimbursement.
• Pet Benefits, including insurance, discounts, “pawternity” PTO day, and more.
• Bonus/commission plan for qualifying roles.
• Employee perks (including mortgage discounts!)
• PTO purchase and sell-back programs.
• Rewards and peer recognition programs.
• Trust-based, outcome-oriented remote work environment for most roles.

Pay

$94,300 - $114,300 per year with the potential for discretionary incentive compensation based on both company and individual performance.

Schedule

Remote work environment for most roles.