Senior Financial Analyst
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Job Description
Senior Financial Analyst supporting FP&A, treasury, risk, and profitability analysis. Modernizing financial reporting and forecasting with automation, BI, and AI at a U.S. credit union.
Responsibilities:
- Partner with the Finance Manager to support the credit union’s financial management activities
- Facilitate the development and consolidation of forecasts and long-range financial plans
- Analyze variances and provide actionable recommendations to business leaders
- Partner with department leaders to evaluate assumptions and improve financial predictability
- Develop financial models, management reporting packages, dashboards, and forecasting tools
- Leverage financial systems, business intelligence tools, automation solutions, and emerging AI technologies
- Identify opportunities for workflow optimization, dashboard development, and enhanced data analytics
- Support adoption of modern finance technologies, including Power BI, SQL, Power Platform, AI-assisted analytics tools, and related solutions
- Support balance sheet management, liquidity monitoring, cash flow analysis, investment portfolio reporting, and financial forecasting
- Assist with interest rate risk analysis, scenario modeling, and asset/liability management initiatives
- Provide recurring and ad hoc analysis to guide financial performance and capital allocation
- Support enterprise risk management through financial analysis, risk reporting, and periodic risk assessments
- Evaluate business investments through ROI modeling, cost-benefit analysis, and performance tracking
- Deliver product-level profitability insights for pricing, growth, and strategic decision-making
- Perform general ledger analysis and reconciliation, ensuring financial data integrity
- Maintain and update financial policies, procedures, and internal controls
- Ensure compliance with GAAP, regulatory requirements, internal standards, and banking/credit union regulations
- Partner with organizational leaders to deliver financial insights and recommendations
- Communicate complex financial concepts to non-financial stakeholders
- Monitor industry trends, regulatory changes, and emerging technologies
- Identify opportunities to improve processes, reporting capabilities, and financial performance
- Perform additional duties as required
Requirements:
- Bachelor’s degree in Finance, Accounting, or related field
- 4+ years of experience within a bank or credit union finance organization, including exposure to FP&A, treasury, ALM, liquidity management, profitability analysis, financial reporting, or related disciplines
- Demonstrated experience developing financial models, forecasts, budgets, management reporting, and business performance analysis
- Strong analytical, critical thinking, problem-solving, and financial modeling skills
- Ability to manage multiple priorities independently, adapt to changing business needs, and consistently meet deadlines in a fast-paced environment
- High level of integrity, professionalism, accountability, and attention to detail
- Advanced proficiency in Excel, including financial modeling and data analysis
- Working knowledge of financial systems, data management tools, and reporting platforms
- Experience leveraging technology to improve financial analysis, reporting, forecasting, or process efficiency
- Experience with business intelligence, analytics, automation, or reporting tools such as Power BI, Tableau, SQL, Python, Power Platform, Copilot, or similar technologies
- Demonstrated curiosity and willingness to adopt emerging technologies, automation solutions, and AI-assisted tools
- Strong communication and relationship-building skills
- Candidates must reside within the United States
- U.S. work authorization is required
- No current or future sponsorship available
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 (after 6 months of service)
- 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 (after 6 months of service)
- 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, out-come oriented remote work environment for most roles
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