Financial Analyst III

2 weeks ago

Valencia, United States Logix Federal Credit Union Full time

Overview:

The Financial Analyst III performs financial analysis and assistance with projects including: product & branch profitability; potential new products & services profitability analysis, budget variance analysis and budget planning; asset liability management (ALM) modeling and reporting and ad-hoc analysis supporting accounting/financial statements, records and reports.

Responsibilities:

Prepares financial reports including ALCO (Asset Liability Committee), ALM and ad-hoc reports.
Identifies and analyzes trends using statistical analysis and mathematical modeling.
Performs ad-hoc profit/loss analyses at the loan/deposit product level and organizational level.
Manages the monthly Funds Transfer Pricing (FTP) process.
Prepares studies, reports, and analyses in areas such as budgets, forecasts, financial plans,
governmental requirements, statistical reports, cash flow projections, business forecasts, and
variance analysis for executive and board-level decision-making.
Makes recommendations to the management regarding cost saving or profit generating
opportunities and strategies.
Makes recommendations to management regarding pricing for various products and services.
Performs documentation and routine maintenance of financial modeling systems, including assetliability,
forecasting, budget & planning, branch & product profitability and channel & member
profitability.
Reviews analysis produced by these systems and makes recommendations to management
regarding data input & enhancements.
Creates & maintains desktop procedures for financial modeling systems and critical tasks.
Participates in special studies and surveys; summarize and analyze potential financial decisions
and prepares recommendations for policy, pricing, profitability, process, control, and/or action.
Performs pro-forma analysis on new business opportunities for the Credit Union, including branch
deployment strategies.
Calculates Credit Union/Banking key metrics and ratios.
Performs interest rate sensitivity analysis to forecast the impact of market interest rates and the
economy on Credit Union earnings.
Participates and contributes in Credit Union ALCO committee meetings.
Provides financial implications of financial policies, governmental legislation, accounting theory or
member financial regulations.
May represent finance management in meetings with internal & external organizations, to find
solutions, & implement new methods or processes.
Performs cash management and supports investment portfolio activities, including auditing cash
management, investment portfolio functions and associated reporting on the direction of these
assets.
Works within and directly impact their own function, occasionally interacts with other departments.

Qualifications:

Education

Min/Preferred: Preferred

Education Level: 4 Year / Bachelors Degree

Preferred -Graduate Degree MBA, CFA or graduate degree in a quantitative discipline is preferred

Description: Bachelors degree in finance, economics, mathematics or related fields from four-year college or university.

Experience

Minimum Years of Experience: 4

Preferred Years of Experience: 6

Comments: At least 4-6 years of applicable financial/analytical experience. Minimum 3 years of ALM, risk management, valuation or other applicable treasury experience at a financial institution.

Knowledge, Skills & Ability


Advanced knowledge of financial and accounting theory, principles and practices as would
normally be obtained through a bachelors degree program in finance.
Ability to independently and efficiently prepare complex ad-hoc financial analyses for senior
management with a high degree of accuracy, under general supervision.
Knowledge of asset/liability management and investments, budgets, cost accounting, and other
financial analyses.
Strong presentation skills in PowerPoint, with the ability to visualize complex analyses in a
straightforward manner for Credit Union executives and board members.
Thorough working knowledge, understanding, and experience calculating & interpreting credit
union/banking key metrics, ratios, and trends.
Advanced Excel experience using SUMIFS/COUNTIFS/Index & Match formulas; usage of macros
in VBA, pivot tables & statistical functions is preferred.
Thorough working knowledge, understanding & experience with ALM software.
Ability to interpret financial & general ledger data.
Experience with big data mining and its use for bank balance sheet modeling preferred.
An equivalent combination of education and experience may be considered.
Contribute to large projects and are a force of proposition on their own scope of work towards
improvements and achievement.

Corporate Values:

Practice open Communication with all levels;

Be Accountable by taking ownership of customer issues and responsibility for ones actions;

Foster Teamwork by cooperating and collaborating with other employees;

Seek ways to make the workplace Fun for oneself & others;

Conduct oneself with Integrity by being honest, trustworthy and ethical in all work activities and interactions;

Work with a Service Orientation by having a genuine concern for the needs of ones customers and by being friendly, professional and following through on commitments; and

Demonstrate Humility in all interactions and remember to leave ones ego at the door when one arrives to work.

Disclaimer:

Logix Federal Credit Union is an equal opportunity employer that does not discriminate in employment opportunities or practices on the basis of race, religion, color, sex, sexual orientation, gender identity, national origin, protected veteran or disability status, or any other status protected by law.

Pay Range:
USD $87,429.02 - USD $135,514.98 /Yr.

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