Position SummaryThis position makes a high level of impact on a rapidly growing organization and has proven technical skills in financial planning and analysis, strong accounting background, and the ability to work cross-functionally in a dynamic and fast paced environment.
Salary range for this position is $90,593.36 - $105,914.12 with a progressive benefit package.
Essential Duties and ResponsibilitiesPerforms essential duties and responsibilities in the following areas which may include but are not limited to those listed and are subject to change.
- Adheres to the Credit Union's core values and Service Standards in conducting GreenState's mission and vision.
- Demonstrates a positive member service (internal and external) focus at all times.
- Demonstrates teamwork in all interactions with coworkers and in the completion of all duties and responsibilities.
- Ensures confidentiality of member information.
- Supports a diverse and inclusive work environment.
- Assists in the preparation of the annual budgeting process, including the preparation of detailed financial forecasts and variance analysis.
- Monitors budget-to-actual performance and identify significant variances.
- Performs profitability modeling to analyze the risk adjusted return of differing products, lending channels, departments, and branches.
- Compiles and analyzes profitability reporting and summarizes results for stakeholders across the organization.
- Helps support the funds transfer pricing and credit risk analysis that is included within the profitability modeling.
- Creates and maintains procedures and documentation supporting the budgeting and profitability modeling process.
- Collaborates with departments to gather input and ensure data accuracy
- Maintains and improves financial models, tools and databases to support analysis.
- Prepares financial reports and analyzes key performance metrics to identify trends and variances.
- Supports monthly, quarterly, and annual financial reporting processes.
- Serves as financial liaison, providing guidance on metrics and interpretation of financial reports.
- Provides insights into profitability, cost management and operational efficiencies.
- Collaborates with Finance and Accounting to deliver financial reports and key metrics to Company Leadership and Board of Directors on a regular basis using Power BI platform.
- Prepares peer analysis reporting.
- Conducts special analyses and projects to support strategic initiatives.
Job Requirements/Expectations- Bachelor's degree in finance, accounting, economics, or related field. Progress towards CPA, CFA or other relevant certifications a plus.
- Minimum three years of progressive experience in financial planning and analysis, preferably within the financial services or credit union industry.
- Hands on experience developing annual operating budgets.
- Must be able to manage multiple assignments with changing deadlines in a high-pressure environment.
- Ability to coordinate and prioritize assignments and organize work efficiently for timely completion.
- Experience with financial modeling, planning, forecasting, and analysis skills; solid foundation in finance and GAAP accounting.
- Experience with Empyrean Solution or other financial institution budgeting and profitability software (ProfitStars, Axiom/Syntellis, etc.) a plus.
- Ability to draw important insights from analysis; understand and communicate the "story behind the numbers".
- Strong analytical and problem-solving skills.
- Proficiency in Microsoft Office, including Excel and Word.
- Power BI and SQL experience a plus.
- Ability, availability, and willingness to work flexible hours to accomplish workload. During periods of peak demand, job will require a non-traditional workweek with extra hours including evening and/or weekend duties.
- Interpersonal skills to diplomatically deal with employees of all levels, and to represent the credit union in a positive way during member contact.
- Ability to prioritize assignments and organize work efficiently, to handle large volumes of detail.
- Ability to deal tactfully and efficiently with members and co-workers on a professional level.
- Must be bondable.
Reporting RelationshipThis position reports to the Finance Manager.
Supervisory ResponsibilitiesThis position is not responsible for the supervision of others.
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