Financial Analyst III

2 weeks ago

Valencia, California, United States Logix Federal Credit Union Full time
Job Title: Financial Analyst III

Job Summary:

We are seeking a highly skilled Financial Analyst III to join our team at Logix Federal Credit Union. As a key member of our finance department, you will be responsible for performing financial analysis and assistance with projects, including product and branch profitability, budget variance analysis, and asset liability management (ALM) modeling and reporting.

Responsibilities:

  • Prepare financial reports, including ALCO, ALM, and ad-hoc reports.
  • Identify and analyze trends using statistical analysis and mathematical modeling.
  • Perform ad-hoc profit/loss analyses at the loan/deposit product level and organizational level.
  • Manage the monthly Funds Transfer Pricing (FTP) process.
  • Prepare studies, reports, and analyses in areas such as budgets, forecasts, financial plans, governmental requirements, statistical reports, cash flow projections, business forecasts, and variance analysis for executive and board-level decision-making.
  • Make recommendations to management regarding cost saving or profit generating opportunities and strategies.
  • Make recommendations to management regarding pricing for various products and services.
  • Perform documentation and routine maintenance of financial modeling systems, including asset-liability, forecasting, budget & planning, branch & product profitability, and channel & member profitability.
  • Reviews analysis produced by these systems and makes recommendations to management regarding data input & enhancements.
  • Creates & maintains desktop procedures for financial modeling systems and critical tasks.
  • Participates in special studies and surveys; summarize and analyze potential financial decisions and prepares recommendations for policy, pricing, profitability, process, control, and/or action.
  • Performs pro-forma analysis on new business opportunities for the Credit Union, including branch deployment strategies.
  • Calculates Credit Union/Banking key metrics and ratios.
  • Performs interest rate sensitivity analysis to forecast the impact of market interest rates and the economy on Credit Union earnings.
  • Participates and contributes in Credit Union ALCO committee meetings.
  • Provides financial implications of financial policies, governmental legislation, accounting theory, or member financial regulations.
  • May represent finance management in meetings with internal & external organizations, to find solutions, & implement new methods or processes.
  • Performs cash management and supports investment portfolio activities, including auditing cash management, investment portfolio functions, and associated reporting on the direction of these assets.
  • Works within and directly impact their own function, occasionally interacts with other departments.

Qualifications:

  • Education: Bachelor's degree in finance, economics, mathematics, or related fields from a four-year college or university.
  • Preferred: Graduate degree in a quantitative discipline, such as MBA, CFA, or a graduate degree in a related field.
  • Experience: At least 4-6 years of applicable financial/analytical experience, with a minimum of 3 years of ALM, risk management, valuation, or other applicable treasury experience at a financial institution.

Corporate Values:

  • Practice open communication with all levels.
  • Be accountable by taking ownership of customer issues and responsibility for one's actions.
  • Foster teamwork by cooperating and collaborating with other employees.
  • Seek ways to make the workplace fun for oneself and others.
  • Conduct oneself with integrity by being honest, trustworthy, and ethical in all work activities and interactions.
  • Work with a service orientation by having a genuine concern for the needs of one's customers and by being friendly, professional, and following through on commitments.
  • Demonstrate humility in all interactions and remember to leave one's ego at the door when one arrives to work.

Disclaimer:

Logix Federal Credit Union is an equal opportunity employer that does not discriminate in employment opportunities or practices on the basis of race, religion, color, sex, sexual orientation, gender identity, national origin, protected veteran or disability status, or any other status protected by law.

Pay Range:

USD $87,000 - USD $135,514.98 per year.

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