Chief Financial Strategist

6 days ago

Lancaster, Pennsylvania, United States Everence Full time

Everence seeks a highly skilled Senior Financial Analyst to join our team. As a key member of our financial strategy group, you will play a critical role in supporting the credit union's financial objectives and decision-making processes.

About the Role

The Senior Financial Analyst will be responsible for providing advanced financial analysis, forecasting, and risk management reporting focused on supporting the credit union's financial strategy and decision-making. This includes supporting the execution of Everence Federal Credit Union's asset-liability management model, ensuring regulatory deliverables covering interest rate risk, liquidity risk, balance sheet management strategies, and stress testing are complete and accurate.

Key Responsibilities

  1. Reporting: Prepare, analyze, and present reports on asset-liability management, liquidity risk, stress-testing, and modeling. Monitor and report on key performance indicators (KPIs), providing management insights.
  2. Budgeting and Forecasting: Assist in annual budgeting and periodic re-forecasts to evaluate budget assumptions and scenarios. Develop and maintain financial models to predict future financial performance.
  3. Data Analysis: Conduct in-depth financial analysis, identifying trends, variances, and areas for improvement. Utilize data analytics tools to create actionable insights for management.
  4. Risk Management: Assist in identifying and analyzing financial and operational risks. Support the development of risk mitigation strategies. Responsible for Asset Liability Committee (ALCO) specific analysis.
  5. Strategic Planning: Contribute to the long-term strategic planning process by analyzing market trends and financial forecasts. Provide recommendations for optimizing financial performance and achieving strategic goals.
  6. Collaboration: Work closely with accounting, operations, and other departments to ensure alignment on financial objectives and compliance with regulations. Provide guidance and mentorship to junior analysts within the department.
  7. Regulatory Compliance: Ensure compliance with credit union policies, procedures, and applicable regulations. Stay updated on industry regulations and financial analysis and reporting trends.

Requirements

  • Education: Bachelor's degree in Finance, Accounting, Business Administration, or a related field (Master's degree or MBA is a plus)
  • Experience: Minimum of 5 years of experience in financial analysis or a related field, preferably within a credit union, banking, or regulated financial services environment. Experience performing Asset-Liability Management (ALM) specific analysis, using financial models preferred. Experience measuring, monitoring, and managing risks, including interest rate risk, credit risk, liquidity risk, and balance sheet strategies
  • Skills: Strong understanding of financial statements, forecasting, and financial modeling. Proficient in financial analysis software and tools (e.g., Excel, SAP, Tableau, Power BI). Excellent written and verbal communication skills to effectively interact with internal and external stakeholders. Ability to work independently and collaboratively in a fast-paced environment.

Salary Range: $80,000 - $110,000 per year, depending on experience

  • Chief Development Strategist

    6 days ago

    Lancaster, Pennsylvania, United States Community Action Partnership of Lancaster County inc Full time

    Job Summary:We are seeking a highly skilled and experienced Chief Development Strategist to lead our development efforts in Lancaster County. As a key member of our team, you will be responsible for developing and implementing strategies to drive growth and achieve our fundraising goals.About the Role:The Chief Development Strategist will work closely with...

  • Chief Financial Officer: Strategic Leadership Role

    3 days ago

    Lancaster, Pennsylvania, United States The Investment Real Estate Group of Companies Full time

    The Investment Real Estate Group of Companies (IREGC) is a dynamic and growing organization with a portfolio of over 80 self-storage properties across 13 states in the Northeast & Mid-Atlantic regions. We are seeking an experienced Chief Financial Officer to lead our accounting team and provide strategic oversight of all financial planning functions.Job...

  • Strategic Financial Director

    7 days ago

    Lancaster, Pennsylvania, United States Saxton & Stump LLC Full time

    Saxton & Stump LLC is a forward-thinking law firm seeking a highly skilled Chief Financial Officer to lead our financial strategy and operations.We offer a competitive compensation plan with bonus incentives, commensurate with experience, and a comprehensive benefits package. The estimated salary for this role is $250,000 - $350,000 per year, depending on...

  • Chief Financial Strategist

    7 days ago

    Lancaster, United States CWS LANCASTER Full time

    About the RoleCWS Lancaster is seeking a skilled Chief Financial Strategist to join our team. As a key member of our financial department, you will be responsible for developing and implementing strategic plans to drive business growth and improve financial performance.**Job Summary:**The Chief Financial Strategist will lead financial planning and analysis,...

  • Chief Financial Officer

    4 weeks ago

    Lancaster, United States New Horizons Mental Health Services Full time

    Job Type Full-time, Part-time, Contract Description For over 50 years, New Horizons Mental Health Services, a non-profit behavioral health agency, has worked to improve the health and wellbeing of individuals, families, and the community through our services. We are currently seeking a full-time Chief Financial Officer in Lancaster, Ohio. What do we offer...

  • Chief Financial Officer

    13 hours ago

    Lancaster, OH, United States New Horizons Mental Health Services Full time

    For over 50 years, New Horizons Mental Health Services, a non-profit behavioral health agency, has worked to improve the health and wellbeing of individuals, families, and the community through our services. We are currently seeking a full-time Chief Financial Officer in Lancaster, Ohio. What do we offer you? A competitive salary, and the opportunity to...

  • Chief Executive Officer

    4 weeks ago

    Lancaster, United States North Group Consultants Full time

    Global Disciples , Lancaster, PA, is a faith driven non-profit ministry with a mission to share the good news of Jesus Christ among unreached people groups. Founded in 1996, Global Disciples seeks to equip believers in their own cultural context, sending near-culture mission workers to reach the least-reached, multiply disciples, and plant locally...

  • Chief Executive Officer

    2 weeks ago

    Lancaster, United States North Group Consultants Full time

    Global Disciples , Lancaster, PA, is a faith driven non-profit ministry with a mission to share the good news of Jesus Christ among unreached people groups. Founded in 1996, Global Disciples seeks to equip believers in their own cultural context, sending near-culture mission workers to reach the least-reached, multiply disciples, and plant locally...

  • Founding Chief of Staff

    5 days ago

    Lancaster, United States UP Partners Full time

    The Company A stealth UP.Labs startup venture has just closed a round of funding to revolutionize the $4T automotive retail market with developer tools that simplify integrations across the ecosystem. As the Plaid for Automotive Retail, theyre establishing the industry standard for communication between stores, suppliers and application providers by offering...

  • Chief Executive Officer

    1 month ago

    Lancaster, PA, United States North Group Consultants Full time

    Global Disciples , Lancaster, PA, is a faith driven non-profit ministry with a mission to share the good news of Jesus Christ among unreached people groups. Founded in 1996, Global Disciples seeks to equip believers in their own cultural context, sending near-culture mission workers to reach the least-reached, multiply disciples, and plant locally...

  • Sr Dir Supply Chain Finance

    3 months ago

    Lancaster, United States Upstate Niagara Cooperative, Inc. Full time

    As employees of a farmer-owned cooperative, we come to work every day trying to honor the tireless effort and care these farming families put in every day, all day, 365 days a year. Our farmer-owners tend to think in generations, with some of our farms being run by the same families for over a century. We carry this approach into our business, knowing that...

  • Compliance Expert Leader

    3 days ago

    Lancaster, United States Founders Federal Credit Union Full time

    Job Title: Compliance Expert LeaderAbout the Company:Founders Federal Credit Union is a forward-thinking institution dedicated to providing innovative financial solutions to its members. Our mission is to empower individuals to achieve their financial goals through exceptional service and expertise.Salary:$120,000 - $150,000 per annum, depending on...