Bachelor's degree in accounting, finance, or economics, or equivalent experience.
4-5 years of relevant experience in financial analysis.
Experience with asset liability management software modeling preferred.
Strong organizational and analytical skills, capable of independent and team work.
Proficient in spreadsheets, databases, and MS Office applications.
Advanced skills in Excel, SQL, Python, and AI applications preferred.
Responsibilities
Provide financial analysis, forecasting, and reporting to executive management.
Assist in preparing the annual budget, including financial forecasts.
Collaborate with external parties for accurate ALM process results and recommendations.
Coordinate monthly management ALCO package and quarterly BOD meetings.
Monitor and report on daily cash and liquidity positions, producing relevant forecasts.
Assist in implementing new financial programs and recommend process improvements.
Support the CFO on various projects as assigned.
Benefits
Collaborative work environment that values expertise and initiative.
Opportunities for professional growth and career advancement.
Engagement with executive leadership and cross-departmental collaboration.
Full Job Description
Join Our Team as a Senior Financial Analyst Location: Lawrence, MA | Full-Time
Do you have a passion for turning complex financial data into meaningful insights? Want to put your analytical skills to work at BrightBridge? We're looking for a Senior Financial Analyst to support our finance team, with the ability to collaborate across departments and leadership levels as needed. In this role, you will drive financial forecasting, budgeting, and ALCO reporting, assist with asset/liability modeling, and help guide executive decision-making through accurate analysis and strategic recommendations. If you're looking to grow your finance career with a team that values your expertise and initiative, we'd love to meet you!
What You'll Be Doing (Your Responsibilities)
Provides financial analysis, forecasting, financial reporting, variance analysis and other decision support services to executive management.
Assists in preparation of annual budget including balance sheet, income statement, cash flows, and depreciation / amortization forecasts.
Collaborates with external third parties involved in the ALM process as applicable to ensure accurate and timely results, document assumptions, coordinate what-if scenarios and recommend improvements
Coordinate the reporting package for the monthly management ALCO package and quarterly BOD ALCO meetings.
Monitors and reports on the credit union's daily cash and liquidity position. Develops and produces investment and liquidity forecasting reports.
Assists management in the implementation of new financial programs. Provides recommendations on process improvements and quality controls.
Assists in the development and maintenance of the credit union's product and branch profitability models.
Supports the CFO and assists on projects as assigned.
What We're Looking For (Your Qualifications)
Bachelor's degree in accounting / finance or economics or equivalent experience required.
A minimum of four to five years' experience required.
