Senior Financial Analyst
4 days ago
DCU Inc. is seeking a highly skilled Financial Analyst II to join our team. As a key member of our accounting and finance department, you will provide analytical support efforts to drive business decision making. Your expertise will be instrumental in preparing, understanding, and reviewing financial statements, profit modeling, balance sheet risk management, and mitigation planning.
Key Responsibilities
- Prepare and analyze monthly, quarterly, and annual reporting requirements.
- Ensure the accuracy and timeliness of the preparation of reporting requirements, assigned analysis, and projects.
- Deliver complex financial research and value-added business decision support, recommending or implementing solutions to key financial and operational opportunities.
- Provide robust statistical analytics to support portfolio modeling, member behavior, pricing sensitivity, and pricing studies.
- Ensure all work produced is consistent and compliant with all relevant professional and accounting standards, regulatory requirements, and best practices.
- Review financial statements and related comprehensive analyses for variances and trends.
- Demonstrate innovation in collaborating with other departments to develop effective financial data and reports from various systems.
- Enhance, improve, and maintain written procedures for the accounting/finance department.
- Initiate, develop, and maintain financial and operational accounting efficiencies.
- Provide innovative ideas to the accounting/finance department and improve efficiencies to various aspects of the department.
- Assist in the coordination and preparation of third-party audit and review materials.
- Assist in the implementation of changes in accounting/finance (for systems and reporting) as well as the implementation of new accounting standards and policies.
- Perform ad hoc projects and analyses for credit union management.
- Perform other job-related duties as assigned.
Requirements
- Minimum 3 years of banking experience, preferably in treasury, FP&A, investment management, or risk management.
- Bachelor's degree in accounting/finance or related work experience.
- 2-4 years of financial analyses experience.
- Advanced Microsoft Excel skills and/or VBA and PowerBI or Tableau; experience with R and Python also a plus.
- Expert analyst who can provide strategic insight and recommendations as well as financial understanding of the data results.
About Us
DCU Inc. is the largest credit union headquartered in New England, serving over one million members in all 50 states. We strive to make DCU a great place to work with an excellent work-life balance and a community that cares. We are an equal opportunity employer and value diversity, inclusion, and equity at our company.
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