Lead Financial Analyst

2 weeks ago

Westminster, California, United States LBS Financial Credit Union Full time
Job Overview

Are you equipped with exceptional analytical abilities, meticulous attention to detail, and proficiency in financial modeling and reporting? Do you have a proven track record of extensive financial and data analysis, with over 5 years of Asset Liability Management (ALM) experience in a credit union or similar financial institution?

We are seeking a Lead Financial Analyst to undertake complex accounting responsibilities that necessitate advanced professional expertise, knowledge, and skills in accounting principles and practices. This position is tasked with creating management reports and systems that support decision-making for management and the Board.

This role requires on-site presence.

KEY RESPONSIBILITIES

Reporting directly to the Senior Vice President / Chief Financial Officer, the Lead Financial Analyst will oversee the development, implementation, and ongoing preparation of risk-based reporting frameworks for the Lending sectors of the credit union. This role will assist in the timely preparation and analysis of month-end closings and financial statements. Responsibilities include inputting Asset Liability data into the ALM model and generating reports for the monthly Asset Liability Committee (ALCO) meeting. The analyst will primarily manage Third-Party Vendor Management and the Current Expected Credit Losses software. Additionally, this position will serve as a liaison to state and federal examiners, as well as external CPA firm auditors. The Lead Financial Analyst will also support the SVP/CFO in preparing the annual budget and conduct various complex financial analyses, providing detailed reports to Senior Management and the Board.

For a comprehensive list of responsibilities, please refer to the attached Job Description.

EDUCATIONAL AND EXPERIENCE REQUIREMENTS

  • Bachelor's degree in finance, accounting, business administration, or a related field. An advanced degree or CPA designation is preferred.
  • A minimum of five years of progressive experience in accounting data analytics and ALM within a financial institution, ideally in a credit union.
  • Proven ability to lead, collaborate with others, inspire confidence, and work effectively within a management team.
  • Extensive knowledge of financial and data analysis, as well as proficiency in relevant PC applications.
  • Highly organized and efficient.

COMPENSATION AND BENEFITS

LBS Financial offers a competitive benefits package for our full-time employees, including:

  • Medical, Dental, and Vision coverage
  • Paid Holidays and Accrued Time Off: Vacation and Sick Leave
  • Fully funded Pension Plan
  • Voluntary 401(k) and Roth(k) options
  • Insurance coverage: Life, Accidental Death & Dismemberment (AD&D), and Long-Term Disability (LTD)
  • Travel Assistance
  • Rewards and Recognition Program
  • Educational Reimbursement
  • Paid Volunteer Hours
  • Loan discounts and complimentary branch services
  • SmartDollar Financial Wellness program
  • Discounts on entertainment: movie tickets, travel, car rentals, and more
  • A variety of additional voluntary benefits

PAY RANGE

In accordance with California's Pay Transparency Act (SB 1162), the anticipated salary range for this position is between:

$88,200 - $151,410

Actual compensation will be determined based on the candidate's qualifications, including knowledge, skills, education, experience, internal equity considerations, and other job-related factors permitted by law.

Note: As part of our hiring process, LBS Financial conducts background checks on candidates who receive an offer and consent to such checks. This investigation will encompass a credit report, criminal records search, Social Security verification, governmental registries search, and employment and educational verifications. Candidates must also be eligible to be bonded through a fidelity bond to cover employee loss and risk.

For further information about our Credit Union and to apply for this opportunity, please visit our website. EOE


Full-time/Exempt

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