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Senior Financial Analyst
2 weeks ago
The Senior Financial Analyst is an integral member of the Finance team that helps in the decision making process through data analytics and reporting. Responsible for providing accurate and data based information on the Credit Union's branch profit, cost control, stability and liquidity. Collects and monitors data and is able to develop financial models for decision making in improving the Credit Union's financial status through analyzing results, monitoring variances, identifying trends and recommending actions to management. This position will have an active role in monthly reporting and analysis, ad hoc reporting, budgeting, forecasting and projections. Reasonable accommodations may be made to enable individuals with disabilities.
- Asset Liability Management:
o Collaborate with finance management on Interest Rate Risk, net interest margin, capital adequacy, liquidity, earnings, and risk.
o Create, analyze and interpret complex quantitative and statistical reports and share your insights with senior management.
- Budget
o Maintain budget and reforecast information in the financial planning system
o Evaluate cost efficiencies in various areas of the Credit Union through the budget maintenance and development.
o Assist with preparation of annual budget and mid-year forecasts.
- Database Analysis:
o Responsible for monitoring the data warehouse to ensure it is up to date and performs data validation from time to time
o Interfaces with various areas of the organization to constantly improve the volume and integrity of the data warehouse
o Perform financial analysis of capital projects, products and services. Post-audit projects to measure projection performance and other financial analysis as needed.
- Investment Portfolio Management:
o Prepare monthly investment reports for the ALCO and board of directors.
o Keep current with economic and investment market conditions to provide recommendations for the investment portfolio, balancing yield and acceptable risk.
- Cash Management:
o Liaison with key areas of the company's business development functions to obtain trend information and predict cash needs and cash inflows.
- Credit Analysis:
o Liaison with key areas of the company's business development functions to determine potential opportunities for loan growth.
o Prepare periodic credit analysis reports such as credit score migration analysis, allowance for loan losses and static pool analysis.
- Reporting
o Partners with Accounting to prepare and submit the quarterly 5300 Call Report
o Interfaces with auditors and examiners to provide information as needed
Perform other duties, as assigned
Requirements
- Bachelors Degree in Finance or Business
- Minimum 5 years experience performing financial and or credit risk analysis for a financial institution
- Proficient in Excel and PowerPoint
- Expertise in financial reporting, forecasting, and profitability tools (e.g., ProfitStar)
- Strong communication, problem-solving, and strategic thinking abilities
- Proficient in SQL
- Bilingual a plus
Salary Description
$103,542.40 - $111,862.40 DOE
