In order to achieve this state of success, this position conducts financial, statistical, analytical and asset/liability management functions and performs complex budgetary functions.
Specific Accountabilities- Deliver outstanding service to both internal and external service that meets or exceeds our Service Promises.
- Analyze financial information and make recommendations based on best practices that are consistent with short/long term goals of the company
- Provide specialized subject matter expertise in most complex budgetary and accounting functions
- Perform trend analysis, modeling and what-if scenarios to assist in reaching strategic goals
- Assist cost center owners with developing budgets for the organization, including assisting with share and loan projections, revenue targets, and operating expense analysis
- Partner with managers of the credit union on budgetary variance analysis and profitability analysis to ensure financial solvency and accountability
- Provide information to management by assembling and summarizing data; preparing reports; making presentations of findings, analyses, and recommendations
- Build strong alliances with cost center owners, assisting them in gaining a full understanding of financial positions of their respective areas
- Prepare and analyze departmental income statements utilizing cost accounting process/methodologies
- Analyze performance and profitability of deposit and loan products
- Apply data mining techniques to unstructured data as needed
- Monitor and track key performance metrics/indicators and report to management, including proactively highlighting success while identifying areas of improvement with possible alternatives
- Conduct financial, statistical, and analytical studies
- Prepare financial reports for management and board
- Manage special project assignments as requested
Knowledge, Skills and Abilities - Demonstrate analytical and financial modeling skills with ability to prepare materials and presentations that communicate meaningful data and analysis
- Demonstrate strong knowledge of budget planning, expense monitoring, cash flow and financial management operations
- Strong analytical skills; must possess the ability to make quick decisions, strong attention to detail and commitment to tight deadlines
- Must be a self-starter who can work with minimal supervision, with the expectation of working as a motivated and cooperative team member
- Must possess a high sense of urgency, judgment and work ethic
- Must be able to manage multiple tasks concurrently, in a dynamic environment with tight deadlines
- Excellent PC skills with a thorough knowledge of MS Excel (including macros), MS PowerPoint and MS Word with the ability to learn new software products
- Experience with MS SQL and MS Access a plus
- Willingness and ability to learn new skills and take on additional responsibilities
- Ability to work overtime, as needed
- Eligibility to be bonded
