Senior Financial Analyst

1 month ago

Charlotte, United States CFA Institute 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 talentedSr. Financial Analystto join our amazing organization and growing teamlocated 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.The Sr. Financial Analyst will work directly with members of Senior and Executive Management to provide financial analysis needed to make strategic business decisions. Remote work is not available.

Responsibilities and Duties

Additional responsibilities include, but are not limited to:

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.

Work directly with various departments and managers to provide research and analysis for various pricing and profitability analysis requests.

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.

Effectively support the annual regulatory examination cycle by assimilating requested reports and analysis.

Effectively support the annual financial statement audit and any periodic internal audits.

Provide business intelligence through translating risk analysis into impactful balance sheet strategies while also achieving regulatory requirements.

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.

Facilitate meetings with business units to identify data needed to make strategic business decisions.

Collaborate with Information Technology to extract raw data from Corelation KeyStone.

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.

Review quarterly ALM reports for reasonableness.

Perform special projects or initiatives as assigned.

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.

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

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