Financial Planning and Analysis Lead

1 week ago


Biloxi, Mississippi, United States Keesler Federal Credit Union Full time
About the Role

Keesler Federal Credit Union is seeking a highly skilled Senior Financial Planning and Analysis Analyst to play a critical role in supporting the management of our profitability system, budgeting and forecasting process, expense control, and key metrics trends and scorecards.

Key Responsibilities
  • Lead and support the management of our profitability/budget system, including updating, balancing, and troubleshooting data input processes.
  • Develop and maintain a solid understanding of profitability concepts at the organization, product, channel, and member level, including Funds Transfer Pricing (FTP) calculation for loans and deposits.
  • Assist in the preparation of annual budgets, including drivers of balance sheet and income statement items and compilation of budget information from various departments.
  • Provide reporting and analysis to departments as needed, including variance reports, forecasting reports, and various ad-hoc reports.
  • Work with external third parties involved in the Asset Liability Management (ALM) process and assumptions to ensure accurate and timely results.
  • Monitor the reporting schedule and ensure timely report preparation.
  • Act as an expert in understanding data for software programs used to produce management reports for Profitability (Axiom) and ALM.
  • Understand the credit union's assets, liabilities, and financial objectives and ensure that reporting requirements are met.
Requirements
  • Bachelor's Degree in Finance, Accounting, Statistics, Economics, Engineering, or a related field from a 4-year college or university.
  • Master's Degree in the above-mentioned field and/or a certification preferred (Chartered Financial Analyst (CFA) or Financial Risk Management (FRM) designation).
  • 5+ years of experience in financial planning and analysis, balance sheet management, pricing, and/or profitability functions within a financial institution.
  • Strong financial systems knowledge, preferably with previous experience using profitability systems such as Axiom.
  • Demonstrated ability to take initiative and self-motivated; strong organizational, analytical, and problem-solving skills with ability to make sound decisions.
Preferred Qualifications
  • Experience in or knowledge of financial institution products, services, and records.
  • Extensive use of personal PC required with advanced proficiency in Microsoft applications, including Word, Excel, and PowerPoint.
About Keesler Federal Credit Union

Keesler Federal Credit Union is a not-for-profit financial cooperative owned and controlled by its members. We are committed to providing exceptional service and value to our members, while promoting financial education and stability in our community.



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