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Junior Financial Analyst

3 months ago

Philadelphia, Pennsylvania, United States American Heritage Credit Union Full time
American Heritage Credit Union, a $4.8+ billion credit union, has an immediate opening for a Full-Time Junior Financial Analyst.

This position will assist with the financial analysis of credit union operation with emphasis on financial forecasting, cost accounting, and financial performance of products, services and procedures.

Assist with the administration and utilization of software resources for financial management, including the Asset Liability Management (ALM) financial monitoring and profitability software programs.


Responsibilities Include:

  • Assist Financial Analyst in preparing files for ALM financial modeling program including: monthly update process. developing financial forecast, creating monthly financial management reports, interest rate risk assessment and maintaining supportive spreadsheet files.
  • Compile and distribute monthly ALM output from model.
  • Assist in completion of branch, product, and company profitability reports.
  • Provide financial analysis of credit union operations on a requested case by case basis. This includes researching and interpreting data, recommendations, and monitoring of assignment.
  • Assist in preparation of monthly finance/accounting reports.
  • Completes all other duties/tasks, assignments or functions as assigned.

Requirements Include:

  • One month to twelve months of similar or related experience.
  • A Bachelor's degree with a concentration in Accounting or Finance or related field.
  • Strong communications skills to effectively present jobrelated information to Financial Analyst, Controller, and CFO, if needed.
  • Must be detail oriented and selfmotivated.
  • Must have strong organizational, analytical, problemsolving, project management, verbal and written communication skills.
  • Demonstrated analytical aptitude knowing when, where, and which technique to use in conducting analyses.


Our commitment to your success is enhanced by our competitive salary commensurate with experience and an extensive benefits package including paid time off, health benefits, 401(k) with a generous company match, and future growth opportunities within the company.

We work to maintain the best possible professional and environmentally friendly atmosphere for our employees.

Come experience why American Heritage Credit Union is a award winner in the Philadelphia Business Journal Best Places to Work contest WE OFFER
_YOU_ THE
_RIGHT_ FINANCIAL SOLUTIONS BECAUSE YOU ARE **_FAMILY._