Senior Financial Analyst-Hybrid

What You’ll Do (Key Responsibilities)

• Partner with business units to develop forecasts, budgets, and long-range financial plans
• Conduct scenario analysis, financial modeling, and sensitivity analysis to evaluate business initiatives and investment opportunities
• Provide actionable insights and recommendations to improve financial performance, efficiency, and member value
• Prepare and present financial analysis to senior management and support strategic planning initiatives
• Advocate for change and recommend improvements that benefit employees and members
• Develop, monitor, and report on key financial metrics, trends, and variances to support decisions
• Support the annual budgeting process, including data gathering, analysis, and presentation of budget vs. actual results
• Demonstrate a proactive, can-do attitude and commitment to accuracy and timeliness in reporting
• Audit, Compliance & Risk Management (15%): Assist with internal and external audits by preparing and submitting requested materials; Support exam and audit preparation, including resolution of regulatory and audit findings; Support compliance with Credit Union policies, procedures, and applicable state and federal regulations through accurate reporting, analysis, and documentation; Identify and mitigate financial risks through proactive analysis and process improvements; Make sound decisions aligned with organizational priorities and the highest standards of ethics and integrity

Training, Mentorship & Team Collaboration

• Mentor and train accounting staff; provide guidance and support as needed
• Foster cooperation and collaboration within the accounting team to achieve department goals
• Establish and maintain effective relationships internally, with members, and with community partners
• Communicate clearly and concisely, tailoring messages to the audience and building rapport at all levels
• Support a culture of continuous learning, open dialogue, and shared achievement

Other Duties

• Attend training sessions and stay updated on policies and regulatory requirements
• Perform additional responsibilities as assigned, ensuring alignment with CWCU values and continuous improvement