Sr. Financial Analyst

4 weeks ago


Lancaster, United States Direct Federal Credit Union Full time
Relax... Join Our Team

Founders Federal Credit Union helps our members attain their financial goals. Our innovative services, convenient locations, and friendly employees are dedicated to our members and their financial future. Founders Federal Credit Union is strongly committed to providing the highest level of quality service to our members. We realize our outstanding, dedicated employees make it all happen.

We are seeking a talented and motivated individual to join our strong organization and growing team as a Sr. Financial Analyst located at our Corporate Headquarters in Lancaster, SC. The Sr. Financial Analyst assists in the preparation and maintenance of profitability analysis, including but not limited to specific products, delivery channels, and members/households. This employee will assist in the annual budget process including working with leaders of key business units to develop departmental projections based on strategic initiatives, general trends, and economic forecasts. The job functions will include financial analysis and information services.

Responsibilities and Duties

The Sr. Financial Analyst will work directly with members of Senior and Executive Management to provide financial analysis needed to make strategic business decisions.

Additional responsibilities include, but are not limited to:
  1. Assist in developing product pricing, including but not limited to making deposit rate and loan rate recommendations in conjunction with market rates and balance sheet metrics.
  2. Work directly with various departments and managers to provide research and analysis for various pricing and profitability analysis requests.
  3. Aid in preparing and reporting required regulatory documents and analysis as required by NCUA regulations, including but not limited to measuring liquidity, interest rate, and credit risks.
  4. Effectively support the annual regulatory examination cycle by assimilating requested reports and analysis.
  5. Effectively support the annual financial statement audit and any periodic internal audits.
  6. Provide business intelligence through translating risk analysis into impactful balance sheet strategies while also achieving regulatory requirements.
  7. Assist in compiling and analyzing various presentations for Senior Management, the Asset & Liability Management Committee (ALCO) and the Board of Directors to include ALM and Balance Sheet modeling, liquidity oversight, variance reporting, ratios and other analysis.
  8. Facilitate meetings with business units to identify data needed to make strategic business decisions.
  9. Collaborate with Information Technology to extract raw data from Corelation KeyStone.
  10. Analyze raw data to identify trends and insights, resulting in actionable and digestible information to share with Executive and Senior Management to optimize Credit Union performance.
  11. Review quarterly ALM reports for reasonableness.
  12. Perform special projects or initiatives as assigned.
  13. Comply with Founders' policies and procedures, as well applicable laws, regulations, and statutes issued by federal agencies such as NCUA and FFIEC, including, but not limited to, GLB and BSA; employees have legal and regulatory obligations to respect and protect the privacy of information and its integrity and confidentiality.
  14. Perform all other duties as assigned.

Qualifications and Skills
  • Bachelor's degree in Accounting, Finance, Management, Analytics, or related business field
  • Certified Public Accountant (preferred)
  • Three to five years relevant work experience
  • Proficiency in all Microsoft Office products
  • Experience using data visualization tools, such as Power BI or Tableau (preferred)
  • Previous financial institution experience (preferred)
Benefits

As the Sr. Financial Analyst, you will receive a competitive income and comprehensive benefits package.

Benefits provided include the following:
  • Paid Time Off
  • Paid Holidays
  • Family-oriented culture that values work/life balance
  • Retirement Plan (with employer contributions)
  • Health and Dental Insurance - with eligibility on date of hire
  • Short-Term and Long Term Disability Insurance
  • Life and Accidental Death and Dismemberment Insurance (at no cost to employee)
  • Long Term Care Insurance Plan with guarantee issue within 31 days of hire
  • Voluntary Supplemental Life Insurance coverage for employee and family
  • Health Care and Dependent Care Flexible spending accounts
  • Tuition reimbursement
  • Career development training
  • Fit Founders Wellness Program


A pre-employment criminal background check, drug screen, consumer credit investigation, and previous employer reference check will be required.

EOE

  • Lancaster, United States Founders Federal Credit Union Full time

    Job DescriptionJob DescriptionRelax... Join Our Team!Founders Federal Credit Union helps our members attain their financial goals. Our innovative services, convenient locations, and friendly employees are dedicated to our members and their financial future. Founders Federal Credit Union is strongly committed to providing the highest level of quality service...


  • Lancaster, United States Founders Federal Credit Union Full time

    Job DescriptionJob DescriptionRelax... Join Our Team!Founders Federal Credit Union helps our members attain their financial goals. Our innovative services, convenient locations, and friendly employees are dedicated to our members and their financial future. Founders Federal Credit Union is strongly committed to providing the highest level of quality service...


  • Lancaster, United States Founders Federal Credit Union Full time

    Job DescriptionJob DescriptionRelax... Join Our Team!Founders Federal Credit Union helps our members attain their financial goals. Our innovative services, convenient locations, and friendly employees are dedicated to our members and their financial future. Founders Federal Credit Union is strongly committed to providing the highest level of quality service...


  • Lancaster, United States Founders Federal Credit Union Full time

    Job DescriptionJob DescriptionRelax... Join Our Team!Founders Federal Credit Union helps our members attain their financial goals. Our innovative services, convenient locations, and friendly employees are dedicated to our members and their financial future. Founders Federal Credit Union is strongly committed to providing the highest level of quality service...

  • Sr. Financial Analyst

    2 months ago


    Lancaster, United States The Wenger Group Full time

    We're a leading Northeast family-owned food, agricultural products, and agricultural services organization headquartered in Pennsylvania. We provide animal nutrition and feeds; specialty protein production, processing, and marketing; on-farm protein production services; and grain, fertilizer, and ingredient procurement. We're a stable company with strong...

  • Financial Analyst

    2 months ago


    Lancaster, United States SOUTH CENTRAL POWER Full time

    Job DescriptionJob DescriptionSouth Central Power Company, Ohio’s largest electric cooperative, is seeking an individual to fill the position of Financial Analyst.The Financial Analyst is responsible for providing comprehensive financial analysis to support business decisions related to the cooperative and related entities. This includes financial...


  • Lancaster, Ohio, United States SOUTH CENTRAL POWER Full time

    Job OverviewSouth Central Power Company, recognized as Ohio's largest electric cooperative, is on the lookout for a dedicated individual to assume the role of Senior Financial Analyst.The Senior Financial Analyst will play a pivotal role in delivering thorough financial assessments to aid in strategic business decisions concerning the cooperative and its...


  • Lancaster, South Carolina, United States Direct Federal Credit Union Full time

    Join Our Dynamic Team At Direct Federal Credit Union, we are dedicated to helping our members achieve their financial aspirations. Our innovative offerings, convenient locations, and approachable staff are committed to enhancing our members' financial well-being. We believe that our exceptional team members are the cornerstone of our success. We are in...


  • Lancaster, South Carolina, United States Direct Federal Credit Union Full time

    Join Our Dynamic Team Direct Federal Credit Union is dedicated to assisting our members in achieving their financial aspirations. Our cutting-edge services, accessible locations, and approachable staff are committed to enhancing our members' financial well-being. We firmly believe that our exceptional and devoted employees are the cornerstone of our success....


  • Lancaster, United States Founders Federal Credit Union Full time

    Job OverviewFounders Federal Credit Union is dedicated to empowering our members in achieving their financial aspirations. Our innovative offerings, accessible locations, and supportive staff are committed to enhancing our members' financial well-being. We pride ourselves on delivering exceptional service, recognizing that our devoted employees are the...


  • Lancaster, United States Woodstream Full time

    Job DescriptionJob DescriptionWoodstream has a rich history of over 150 years, and we are an essential, life sustaining business.  We provide pest & animal control products that destroy disease carrying insects & rodents.  Are you motivated to join a dynamic work environment where you can grow into a leadership role? We have an immediate opportunity for a...


  • Lancaster, United States Woodstream Full time

    Job DescriptionJob DescriptionWoodstream has a rich history of over 150 years, and we are an essential, life sustaining business.  We provide pest & animal control products that destroy disease carrying insects & rodents.  Are you motivated to join a dynamic work environment where you can grow into a leadership role? We have an immediate opportunity for a...


  • Lancaster, United States Woodstream Full time

    Woodstream has a rich history of over 150 years, and we are an essential, life sustaining business. We provide pest & animal control products that destroy disease carrying insects & rodents. Are you motivated to join a dynamic work environment where you can grow into a leadership role? We have an immediate opportunity for a Sr. Commercial Finance Analyst in...

  • Financial Analyst

    3 weeks ago


    Lancaster, United States Armstrong World Industries Full time

    Primary location: Lancaster, Pennsylvania Relocation offered: No Employment status: Full-Time Travel: No Non-compete: No The estimated base salary range for this role is $75,000 to $100,000 per year. Individual pay is based upon location, skills and Financial Analyst, Fiber, Analyst, Financial, Financial Planning, Support, Manufacturing, Business Services


  • Lancaster, Pennsylvania, United States Woodstream Full time

    About the RoleWe are seeking a highly skilled Senior Financial Analyst to join our team at Woodstream. As a key member of our Commercial Finance department, you will play a critical role in supporting our financial planning process and driving business growth.Key ResponsibilitiesFinancial Planning and Analysis: Support the development of financial models,...


  • Lancaster, United States Eurofins USA PSS Insourcing Solutions Full time

    Job DescriptionJob DescriptionCompany DescriptionEurofins Scientific is an international life sciences company, providing a unique range of analytical testing services to clients across multiple industries, to make life and our environment safer, healthier and more sustainable. From the food you eat, to the water you drink, to the medicines you rely on,...


  • Lancaster, Pennsylvania, United States CAES Full time

    About Us:We are dedicated to delivering essential electronic solutions that safeguard lives. Utilize your innovative thinking and analytical skills to transform our products from initial ideas to end-users.CAES is a prominent group specializing in defense, aerospace, cybersecurity, energy, and transportation products. We manage a diverse portfolio of...


  • Lancaster, Pennsylvania, United States Burnham Holdings Inc Full time

    Job DescriptionCompany OverviewBurnham Holdings, Inc. is a leading provider of thermal and interior comfort solutions for the HVAC industry. Our company operates a group of subsidiaries that design, manufacture, and sell a wide range of products, including boilers, furnaces, radiators, and air conditioning systems.We are seeking a highly skilled Senior...


  • Lancaster, Pennsylvania, United States Burnham Holdings Inc Full time

    Job DescriptionCompany Overview:Burnham Holdings, Inc. is a leading provider of thermal and interior comfort solutions for the HVAC industry. Our company operates a group of subsidiaries that design, manufacture, and sell a wide range of products, including boilers, furnaces, radiators, and air conditioning systems.Job Summary:We are seeking a highly skilled...


  • Lancaster, Pennsylvania, United States Woodstream Full time

    Woodstream is looking for a dedicated professional to fill the role of Senior Financial Analyst in the Commercial Finance department. This position provides a chance to thrive in a stable and expanding organization with a legacy spanning over 150 years in the field. The ideal candidate will play a key role in facilitating financial planning activities,...