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Financial Analyst III

3 months ago

Portland, Oregon, United States OnPoint Community Credit Union Full time

Overview

Land at OnPoint, where you will make a difference every day Be part of an organization that cares about our members, our community, and each other. At OnPoint Community Credit Union, we live the gratifying credit union philosophy of "people helping people" every day, by helping members achieve their financial dreams and actively supporting our community and neighbors. The talents you bring to the table will add to the difference we make.

Join the Financial Planning and Analysis (FP&A) team at OnPoint Community Credit Union. The Financial Analyst position is a professional role providing support to numerous parts of the organization including the Accounting and Treasury departments. This role performs routine data – driven planning processes to improve monthly and quarterly reporting. This includes assisting with strategic approaches for gathering, maintaining and reporting data with various tools.

Responsibilities

Support the credit union's annual budgeting process, variance analysis and forecasting activities.Develops user dashboards and reports that provide actionable data to support strategic and budget planning efforts.Participates on projects teams, researching financial requirements and impacts, and recommending and developing efficient processes to best support objectives.Provides data driven insights and recommendations to various organizational partners.Assists with creating and updating processes and procedures.Implement automations and efficiencies by partnering with various teams throughout the credit union.Conduct financial analysis to assess the credit union's performance and identify areas for improvement.Support management decision-making by providing timely and insightful financial analysis and reporting to solve problems.Work with cross-functional to develop and implement new financial products and services.Reports, educates and advises various credit union stakeholders on financial results and metrics.Stay up-to-date on industry trends and best practices.Performs other such tasks as may be assigned.Knowledge, Skills and CompetenciesStrong technical expertise and proficiency with data analytics and reporting tools.Strong ability to gather, analyze and present financial, statistical and economic data in a clear and concise fashion to assist with problem solving or strategic plans.Experience extracting, collecting, organizing, analyzing and interpreting results to help provide solutions to various challenges. Excellent communication and presentation skillsProficiency in financial modeling and analysis softwareAbility to work independently and as part of a teamMinimum RequirementsFour year degree in Accounting/Finance, Statistics, Mathematics, Economics, or Business Administration.Minimum of six years of financial analysis and data analytic experience in a financial institution preferred.Technical competencies are required relating to system administration, data processing, Power BI, SQL, Excel, Access, and Word.1+ year of experience leading or supervising people.OnPoint Community Credit Union is an equal opportunity employer committed to creating a diverse workforce. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors.

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