Sr. Financial Analyst

3 hours ago

Houston, Texas, United States PRIMEWAY FEDERAL CREDIT UNION Full time
Job Details Job Location: 290 North Retail Center - HOUSTON, TX 77040

Sr. Financial Analyst

Department: Finance

Employment Status: Full-Time

Reports to : SVP/Chief Financial Officer 

Classification: Exempt

Position Summary

Responsibilities entail the preparation of financial statements, assisting with the annual budget, Modeling of CECL reserves, and Asset Liability Management to include ALCO analytics & reporting. Maintain data in accounting and finance modeling software. Perform various "What-If" analysis for senior/executive management. Provide prompt, accurate, and courteous service to all internal members (co-workers) at all times.

Responsibilities

Prepare monthly financials, ratios, and slides for the board packet. Upload and maintain monthly financial data in financial/budget software (ProfitStar). Models and/or forecast the credit union's overall financial performance. Analyzes the forecasted results and makes recommendations to the senior/executive team regarding the credit union's ALM. Assist with the preparation of the annual budget and forecasts. Maintain budget data in budget forecasting software. Work with Controller to research monthly budget variances and provide variance explanations for the balance sheet and income statement. Perform various "What-If" scenarios within forecasting software. Analyzes the credit union's branch profitability, product profitability, and member profitability results. Prepare quarterly profitability reports to department managers and senior/executive team. Produce reports for Asset/Liability Management Committee (ALCO) meetings and Pricing Committee meetings. Serve as an advisory member to the ALCO and Pricing Committee. Provide data extract files to third-party ALM providers for quarterly reporting. Works effectively with senior/executive management to develop methods to improve department efficiencies that will ensure financial goals are met Provide audit and exam support as assigned. Stays abreast of industry and business issues and understands and applies this knowledge in current activities. Ensure the financial safety, soundness, and security of the credit union and its membership. Comply with BSA regulations when performing all job requirements and stay abreast of updates/requirements of BSA/OFAC/CIP through completion of training courses assigned annually by the supervisor and attendance at quarterly all-employee meetings discussing BSA compliance activities. Other duties as assigned.Qualifications

Knowledge


•    Knowledge of Asset/Liability Management, CECL and/or BASEL Analysis, Financial Forecasting, Branch Profitability, Product Profitability, Customer Profitability, and Generally Accepted Accounting Principles.

•    Knowledge of Jack Henry software (ProfitStar) is preferred.     

•    Experience from a Bank or Credit Union with financial analysis

Skills


•    Strong analytical skills

•    Strong organizational and time management skills.

•    Attention to detail and accuracy.

•    Superior computer skills with advanced knowledge in Excel and PowerPoint.

•    Project management skills for managing long-term projects to timely and successful completion.

•    Self-motivated individual with the willingness to learn, accept responsibility, and tackle new challenges. 



Abilities


•    Ability to analyze and interpret information involving numerical calculations.

•    Ability to effectively and professionally communicate with strong reporting skills in both small and large group settings.

•    Ability to manage multiple projects and meet firm deadlines.

•    Ability to multi-task in a fast-paced environment and adjust to changing workflows.

•    Ability to work under general supervision to accomplish goals.

Experience


•    Minimum of 5 years of finance/forecasting experience with a finance or accounting degree or 8 years of finance/forecasting experience at a bank or credit union without a degree.

•    Credit union/bank experience is preferred.  

Education

•    Bachelor's degree or equivalent in Finance/Economics, or

•    Eight (8) years of finance/forecasting experience at a bank/credit union without a degree

ADA Requirements 

•    Perform primarily sedentary work with limited physical exertion and occasional lifting of up to 5 lbs.  Must be capable of climbing/descending stairs in emergencies. Must be able to operate routine office equipment including telephone, copier, facsimile, and calculator. Must be able to routinely perform work on a computer for an average of 6-8 hours per day. Must be able to work extended hours whenever required or requested by management. Must by capable of regular, reliable and timely attendance.  

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