Sr. Financial Analyst

Description:

Under the general supervision of the Finance Manager/Team Leader, the Sr. Financial Analyst is responsible for providing analytical and data-driven support for departments across the Credit Union. In this role, the Sr. Financial Analyst strengthens organizational decision quality by transforming complex financial information into insights that guide strategic choices and operational priorities. The position develops, maintains, and enhances recurring analytical processes while also contributing to ad hoc projects and cross‑functional teams as dictated by the evolving needs of the Credit Union. As a key member of the Accounting & Finance department, the Sr. Financial Analyst plays a significant role in the Credit Union’s strategic planning, forecasting, and performance monitoring efforts, ensuring leadership has the financial intelligence required to make informed, forward‑looking decisions.

What You Will Be Doing: 

Function as a team leader within the Accounting & Finance department. Represent them in projects and committees as assigned. Provide coaching on an as needed basis to support team members
Develop, maintain, and support accurate analytical models for evaluating, benchmarking, and monitoring the efficiency, operations, and profitably of various products, services, and lines of business
Design and maintain regular and ad hoc reports for various business units
Develop metrics and processes to ensure accuracy when creating and/or maintaining analysis reports
Lead the preparation of the annual Credit Union-wide budget and semi-annual forecasting processes by accumulating and assembling information, reviewing/analyzing the budget, and providing recommendations regarding the budget
Serve as a budget support contact for credit union management
Lead the monthly ALM (Asset-Liability Management) model update processes. Maintain ALM modeling assumptions and recommend changes to improve model accuracy. Review and analyze results. Prepare and present reports for the credit union’s ALCO (Asset-Liability Management Committee)
Lead the monthly processes related to managing and measuring the profitability of all aspects of the credit union including strategic business units, members, products, and officers. Prepare reports to support teams within the credit union and the credit union’s ALCO. Make strategic recommendations to drive increased profitability and performance of products and member relationships
Develop and maintain an expert level of knowledge regarding the credit union’s investment portfolio and credit union approved investments
Lead the credit union’s liquidity management processes with regards to liquidity forecasting, stress-testing, and reporting. Make strategic balance sheet management recommendations to improve liquidity positioning as needed
Support the needs of the Credit Risk Management Team regarding credit risk monitoring, program profitability, and credit risk analysis
Analyze trends in finance, investments, economics, and general credit union business conditions. Provide reporting to senior management to aid in strategic decision making for the credit union
Develop and maintain an expert level of knowledge regarding Gesa’s core operating systems, Axiom software, Empyrean, and other business analysis software tools
Display strong core values such as trust and dignity, respect and acting in the best interest of the credit union. Lead by example by always displaying solid ethics and integrity. Control risk and operate in a safe and sound manner
Maintain and protect all sensitive data utilizing the highest standard of confidentiality and professionalism. Consistently display respect for all areas of diversity and levels of knowledge
Attend credit union training sessions, conferences, and seminars as approved by the Team Leader
Maintain awareness of policies and regulations related to duties and responsibilities
Serve on committees as assigned

About You:

Ability to maintain thorough knowledge of credit union business lines, processes, and products
Demonstrated strong analytical, quantitative, and modeling skills
Demonstrated strong financial modeling and analysis skills
Ability to quickly grasp and adapt to changes in business models and innovative technologies
Strong knowledge of troubleshooting skills, techniques, and tools
Excellent interpersonal and listening skills
Contribute to process improvement efforts
Effectively communicate ideas and information, verbally and in writing
Ability to work jointly and successfully in a team environment
Ability to display excellent member service attributes

Qualifications

What You Will Need:

Bachelor’s Degree in a business-related field. Degree in Finance or Accounting preferred
A minimum of five (5) years of experience in finance or a closely related industry. Credit union or bank experience required
Strong working knowledge of Excel with the ability to quickly parse large volumes of data
Efficiency with standard office equipment and computer software programs utilized in required duties
Some travel is required to complete credit union training, attend employee meetings/events, and to fulfill duties and responsibilities