Senior Financial Planning Specialist

3 days ago


Lancaster, Pennsylvania, United States Everence Full time
Job Summary

We are seeking a highly skilled Senior Financial Analyst to join our team at Everence Federal Credit Union. As a key member of our credit union's financial strategy team, you will be responsible for providing expert-level financial analysis and forecasting, ensuring regulatory compliance, and driving business growth through data-driven insights.

About You

To succeed in this role, you'll need:

  • A bachelor's degree in Finance, Accounting, Business Administration, or a related field (Master's degree or MBA a plus)
  • At least 5 years of experience in financial analysis or a related field, preferably within a credit union, banking, or regulated financial services environment
  • Proven expertise in financial modeling, risk management, and asset-liability management


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