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Senior Financial Analyst
3 months ago
Heartland Credit Union is looking for a detail-oriented and results driven Senior Financial Analyst. The ideal candidate will have a strong background in financial analysis, financial reporting, financial planning, budgeting, all aspects of the asset/liability model, branch profitability, and product profitability. The Senior Financial Analyst will ensure all reporting requirements are accurate, complete, and timely to help mitigate risks and build credibility within the organization.
ABOUT HEARTLAND
Heartland Credit Union has been providing exceptional member service for over 75 years Our small friendly work environment allows our employees to know our customers we serve and fellow employees. As we continue to grow, we need great talent like you to be a part of our team and culture. We are community driven and are very active in the communities we serve by volunteering and supporting local events. HCU has many locations in Kansas including Wichita, Hutchinson, Newton, Haven, Hays, and Ness City. Learn more about Heartland Credit Union by going to .
SCHEDULE
Normal office hours, Monday- Friday.
LOCATION
This position is onsite and will work from our Support Center, located at 4000 North Monroe in Hutchinson, KS.
ABOUT THIS POSITION
The successful candidate will be responsible for the following activities:
- Develops financial models and projections, manages budgets, tracks allocated funds compared with actual expenditures, and makes recommendations for adjustments.
- Creates reports for a variety of profitability analysis, projects ROI, product margins, and other financial models and evaluations that supports decision making of key stakeholders and Senior Management.
- Assists with the administration and operation of the credit union's asset/liability management and liquidity management practices.
- Maintains the organizations funds transfer pricing model; performs analysis that supports pricing and capital allocation decisions.
- Analyzes market conditions and trends for opportunities and makes recommendations to improve financial results.
- Assist in the management of the investment portfolio including purchase, sales, and strategy analysis and recommendations.
- Completes miscellaneous financial analyses and reports as requested by Senior Management.
- Responsible for creation and maintenance of departmental reporting, management reporting, board reporting and other reporting as assigned. This includes meeting with various departments to determine their reporting needs and also creating processes for data collection where necessary.
- Records and reports decision making rationales, financial analyses, and corporate actions to assist in future planning.
- Attends meetings and training sessions as required.
- Provides superior service to our members.
- Pro-actively support and advance HCU's brand platform.
- Performs all other duties as assigned.
EDUCATION/CERTIFICATION:
- Bachelor's degree in accounting or equivalent experience
- CPA preferred but not required
- Minimum of three to five years of similar or related experience required.
- Excellent problem-solving skills.
- Strong technical and analytical skills.
- Able to organize, coordinate, and direct projects.
- Able to operate related computer applications and PC.
- Proficient in MS Office including Word, Excel and Outlook.
- Flexible and open to change.
- Valid driver's license.
- Complete required screenings.
PHYSICAL REQUIREMENTS:
Required to sit, stand, and walk. Standing for extended periods of time. Exerts up to 10 lbs. of force occasionally.
For immediate consideration:
To apply from our career site, go to Apply Now. If you are viewing from an outside posting board, go to , then find "Careers." You must create an account to apply and upload a resume. All inquiries are completely confidential.
Equal Opportunity Employer/Affirmative Action Employer
Heartland Credit Union is an Equal Opportunity Employer (EOE). Heartland provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, sexual orientation and gender identity, national origin, age, disability or genetics. Heartland hires and promotes individuals solely on the basis of their qualifications for the job to be filled. We encourage qualified minority, female, veteran and disabled candidates to apply and be considered for open positions. This practice applies to all areas of employment including recruitment, hiring, training and education, promotion, termination, compensation and all conditions and privileges of employment in accordance with applicable federal, state and local laws.
