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Financial Analyst

3 months ago

Lansing, United States LAFCU Full time

Assisting LAFCU with financial decisioning through evaluation of financial data for investment decisions, loan
portfolios and our overall financial health. This position analyzes trends, prepares reports and provides insights
to help enhance our financial performance and ensuring our compliance with all necessary regulations.

Financial Analyst duties:

  • Analyzing current and past financial data to give advice on LAFCU's financial trends. Studies industry specific business trends and researches data.
  • Create written reports using predictive financial models that enable the management team to make strategic decisions to meet business goals.
  • Work directly with CFO on various planning exercises including budgets, profitability analysis, and reporting.
  • Compiles and presents required records and reports including the Quarterly Call report.
  • Spots trends and assesses risks to predict outcomes for business decisions.
  • Working with financial software for analysis and reporting.
  • Performs other job related duties as assigned.

Experience

  • Three to five years of proven financial analyst or similar experience.
  • Proven proficiency in spreadsheets, databases, and financial software applications.

Education

  • A bachelor's degree, preferably with a major in accounting, economics, or statistics; or
  • Achievement of formal certifications recognized in the industry as equivalent to a bachelor's degree (e.g., information technology certifications in lieu of a degree).

Interpersonal Skills

  • Extensive personal contact with others, often of a personal or sensitive nature.
  • Motivating, influencing, and/or training others is key at this level.
  • Outside contacts are important; fostering sound relationships with other entities (companies and/or individuals) is necessary and often requires the ability to influence and/or sell ideas or services.

Other Skills

  • Knowledge of economic and accounting principles and practices, the financial markets, credit unions, and the analysis and reporting of financial data.
  • Demonstrates attention to detail and thoroughness in completing work tasks.
  • Ability to pivot and prioritize tasks.
  • Excellent reporting, presenting, and communication skills.

Physical Requirements

  • Sitting, reaching, reading, and speaking in a normal office setting.

Work Environment

  • Friendly, fast-paced, deadline-driven.