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Financial Planning Analyst

2 months ago

Kalamazoo, Michigan, United States Advia Credit Union Full time
Job Overview

Position Type: Full-Time, Hybrid #LI-HYBRID

This Financial Planning Analyst role offers a starting wage of $28.69 per hour, complemented by an annual performance-based bonus opportunity. Employees are entitled to a comprehensive benefits package, including 401k, Paid Holidays, Paid Time Off, Paid Volunteer Hours, and participation in the Advia Sponsored Wellness Program.

Key Responsibilities

The Financial Planning Analyst is responsible for the administration and enhancement of financial evaluations to facilitate strategic decision-making and risk management in various domains such as Asset and Liability Management (ALM), Budgeting and Forecasting, Current Expected Credit Loss (CECL) Methodology, Liquidity, Financial Performance Assessment, Interest Rate Risk Oversight, and Profitability Analysis. The ideal candidate will possess a strong motivation and organizational skills, with a background in finance and/or accounting, preferably within the credit union or banking sector. This role emphasizes exceptional service delivery to both internal and external stakeholders, embodying the core values of the Credit Union: Integrity, Progress, Relationship Building, and People-Centricity.

About Advia Credit Union

Advia is a rapidly expanding Credit Union, ranking in the top 3% of credit unions nationwide. We proudly serve nearly 200,000 members with assets exceeding $3 billion. Our offerings mirror those of major banks, focusing on cost savings for our members while delivering financial benefits. We are deeply embedded in our communities, believing in our duty to contribute beyond our branches through volunteer work and charitable initiatives. The workplace culture at Advia is dynamic, performance-oriented, and infused with enjoyment. We uphold the principle of "work hard, play hard," ensuring employees receive regular, constructive feedback, growth opportunities, excellent benefits, and a supportive team environment.

Primary Duties

  • Generate precise monthly financial reports and quarterly NCUA call reports.
  • Support the analysis of existing and new products and services, providing insights and assisting in strategic recommendations to management. Collaborate with internal departments on revenue forecasts and cost analysis to ensure compliance with internal and external standards.
  • Conduct analyses to support key business metrics and objectives, including competitive assessments focusing on differentiation and the Credit Union's value proposition.
  • Assist in the development and management of profitability analyses, interpreting data, reporting findings, and offering recommendations to management.
  • Contribute to liquidity management by monitoring and forecasting cash needs, deposit availability, and funding requirements. Prepare and review liquidity reports, ensuring compliance with policy limits and monitoring liquidity risk indicators.
  • Proactively identify data trends and financial metrics that aid management in decision-making. Maintain a comprehensive understanding of Credit Union operations, industry standards, and economic trends, alerting management to potential financial risks.
  • Oversee ALM (Asset Liability Management) monitoring processes and analytical tools to ensure effective implementation of ALM strategies.
  • Manage budget analysis tools and assist in the annual budgeting process, along with ongoing budget oversight.
  • Support the maintenance of CECL (Current Expected Credit Loss) accounting tools to ensure compliance with generally accepted accounting principles (GAAP).
  • Adhere to all applicable laws and regulations, including the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control. Employees must follow policies and procedures to mitigate risk, exercise sound judgment, and raise concerns to management as necessary.

Qualifications

Experience: A minimum of three to five years of relevant experience, including preparatory roles.

Education/Certifications: A bachelor's degree in accounting, finance, or a related discipline is required. CPA or CMA certification is preferred but not mandatory.

Interpersonal Skills: This role requires a high level of trust, credibility, and diplomacy. Engaging in in-depth discussions with customers, colleagues, and external vendors may involve sensitive and confidential information. Effective communication skills are essential for motivating, influencing, and advising others on significant matters.

Physical Requirements: The role involves primarily sedentary work with occasional lifting of up to 10 lbs. Must be capable of climbing or descending stairs in emergencies and operating standard office equipment.

Working Conditions: Work is typically performed indoors in a climate-controlled office environment with minimal noise.

Mental and Emotional Requirements: The candidate must be able to work independently or as part of a team, follow written and oral instructions, and perform basic mathematical calculations. The ability to communicate clearly and manage diverse personalities professionally is crucial, as is maintaining composure under pressure and managing multiple priorities effectively.