Senior Financial Analyst

Columbia Credit Union

• $87K — $93K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in Finance, Accounting, Economics, Business, or a related field
  • Minimum three (3) years' experience in financial data analytics and data accuracy/trend/forecasting
  • Minimum three (3) years' experience with enterprise-wide budget creation and quality control
  • Advanced Microsoft Excel skills including Pivot Tables and financial modeling
  • Experience in analyzing financial data and presenting actionable insights
  • Strong analytical, problem-solving, and communication skills
  • Ability to work independently and manage multiple priorities

Responsibilities

  • Lead and maintain the credit union's Asset/Liability Management (ALM) program
  • Manage profitability analysis, funds transfer pricing, and budgeting systems
  • Develop financial forecasts and performance reports for informed decision-making
  • Present insights and recommendations to senior leadership
  • Support mortgage lock desk operations and investment reporting
  • Conduct variance analysis and special financial research projects
  • Collaborate with Business Intelligence teams to enhance data quality and profitability metrics

Benefits

  • Work in an award-winning credit union environment
  • Engage in impactful financial analysis that supports member success
  • Opportunities for professional development in financial management
  • Collaborative team atmosphere with access to senior leadership
  • Work independently while managing diverse financial projects
Full Job Description
Put your financial analysis skills to work helping drive informed decisions and support member success at an award-winning credit union.

What You'll Do

  • Help lead and maintain the credit union's Asset/Liability Management (ALM) program and financial models
  • Manage profitability analysis, funds transfer pricing, and budgeting systems
  • Develop financial forecasts, trend analyses, and performance reporting
  • Present insights and recommendations to senior leadership
  • Support mortgage lock desk operations, derivative accounting, and investment reporting
  • Conduct variance analysis, financial research, and special projects
  • Partner with Business Intelligence teams to improve data quality, reporting, and profitability metrics
  • Maintain and optimize Axiom Planning & Profitability systems
  • Check out the full Job Description Here!


Must-Have Qualifications

  • Bachelor's degree in Finance, Accounting, Economics, Business, or a related field
  • Minimum three (3) years' experience infinancial data analytics: producing, parsing, organizing and reviewing data analytics for accuracy/trend/forecasting.
  • Minimum three (3) years' experience with budgets: creating enterprise-wide budgets including data gathering, inputs and quality control.
  • Advanced Microsoft Excel skills, including Pivot Tables, Power Pivot, VLOOKUP/XLOOKUP, and financial modeling
  • Experience analyzing financial data, identifying trends, and presenting recommendations
  • Strong analytical, problem-solving, and communication skills
  • Ability to work independently and manage multiple priorities


Applicants must be authorized to work for ANY employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.

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