5-7 years of experience in financial analysis or budget management
Strong background in financial modeling and trend analysis
Proficiency in MS Excel, including macros and data management
Excellent verbal and written communication skills
Ability to work independently and as part of a team
Familiarity with SQL and Access is desirable
Responsibilities
Deliver exceptional service to internal and external clients
Analyze financial data and provide strategic recommendations
Assist cost center owners in budget development and analysis
Conduct trend analysis and modeling for strategic planning
Prepare and present financial reports to management and stakeholders
Monitor key performance metrics and identify areas for improvement
Manage special projects as assigned
Benefits
Opportunities for professional development and skill enhancement
Flexible work schedule with potential overtime
Supportive team culture that values collaboration
Exposure to cross-functional teams and projects
Access to comprehensive financial management tools
Full Job Description
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
