Senior Financial Analyst

Scott Credit Union

$70K — $95K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in Accounting, Finance, or a related field
  • Minimum five years of progressive experience in financial analysis, accounting, or similar roles
  • Proficient in Microsoft Office products for financial modeling and reporting
  • Experience in preparing financial reports for senior leadership and committees
  • Strong analytical skills to interpret financial trends and performance

Responsibilities

  • Prepare and distribute monthly cost and profit center reports for analysis
  • Create and maintain product profitability models to enhance revenue and reduce costs
  • Prepare materials for the Asset/Liability Committee (ALCO) to ensure balance sheet management
  • Develop and enhance financial forecasts based on historical data and KPIs
  • Compile and distribute semi-monthly Finance Committee reports for senior leadership
  • Collaborate with Accounting during month-end, quarter-end, and year-end financial close processes
  • Execute ad hoc financial analyses to support strategic projects and questions

Benefits

  • 11 paid holidays and competitive PTO
  • 401(k) with employer match
  • Medical, dental, vision, and life insurance
  • Short-Term Disability, including maternity leave
  • Tuition reimbursement program
  • 'Dress for your day' policy
  • Career advancement opportunities
  • Supportive, team-oriented culture
Full Job Description
Senior Financial Analyst - Accounting Department; Home Office Branch

Banking • Full-Time • Mortgages

Scott Credit Union is hiring a Senior Financial Analyst in Edwardsville, IL to help drive strategic decision-making through financial analysis, forecasting, and data-driven insights while strengthening our organization's financial performance. If you're passionate about analyzing complex financial data, identifying opportunities for growth and efficiency, and collaborating with leaders to support informed business decisions, we'd be excited to welcome you to our award-winning team.

Schedule: Full-time | Monday-Friday

Work Location Status: Fully on-site at the Edwardsville, IL Headquarters.

About the Role

The Senior Financial Analyst supports the Accounting and Finance department through the preparation, analysis, and delivery of accurate and timely financial reporting, forecasting, and business insights. Reporting to the Vice President of Finance, this role is responsible for performing critical financial analysis, developing and maintaining financial models, and preparing reports and presentations for Senior Leadership and Committees.

The position plays a key role in supporting strategic decision-making by analyzing financial performance, identifying trends, and providing actionable recommendations. The Senior Financial Analyst collaborates closely with stakeholders to gather, validate, and interpret financial and operational data, ensuring the accuracy and integrity of reporting deliverables.

Benefits include:
  • 11 paid holidays and competitive PTO
  • 401(k) with employer match
  • Medical, dental, vision, and life insurance
  • Short-Term Disability, including maternity leave
  • Tuition reimbursement program
  • "Dress for your day" policy
  • Career advancement opportunities
  • Supportive, team-oriented culture

What You'll Do
  • Financial Reporting & Analysis: Prepare and distribute monthly cost center and profit center reports, providing insightful analysis of results and trends to support strategic decision-making.
  • Profitability Modeling: Create, maintain, and refine product profitability models. Assist in profitability analysis projects and initiatives to identify opportunities for revenue enhancement and cost optimization.
  • ALCO Committee Support: Ensure effective balance sheet management by preparing and delivering materials for the Asset/Liability Committee (ALCO). This includes compiling asset-liability management (ALM) data, conducting preliminary report reviews, performing quarterly model back-testing, and coordinating annual scenario testing.
  • Forecasting & Trend Analysis: Develop, maintain, and enhance financial forecasts by analyzing historical data, key performance indicators, and emerging trends. Perform data analysis to support budgeting, strategic planning, and the proactive identification of financial risks and opportunities.
  • Finance Committee Reporting: Develop and distribute semi-monthly Finance Committee reports for review, ensuring clarity, accuracy, and relevance of financial information presented to senior leadership and board committees.
  • Financial Close: Collaborate with the Accounting team on month-end, quarter-end, and year-end close processes. Contribute to preparation of financial statements and management reports, ensuring timeliness and accuracy of financial results.
  • Cross-Functional Collaboration: Work closely with Business Intelligence, Operations, Collections, Lending, and other departments to ensure data quality and integrity. Implement process improvements and streamline reporting workflows, leveraging data tools to automate routine tasks and improve efficiency.
  • Ad Hoc Analysis: Pull and analyze financial data on demand to answer business questions and support special projects.

What You Bring
  • Bachelor's degree in Accounting, Finance, or related field.
  • Minimum five years of progressive experience in financial analysis, accounting, or similar roles.
  • Personal computer experience to include Microsoft Office products.

Is This You?
  • You're energized by creating meaningful connections and delivering strategic solutions
  • You stay focused under pressure and prioritize precision in your work
  • You take initiative, own your projects, and consistently aim for high-quality results
  • You're looking to build a long-term career where your skills can grow and evolve

Our Commitment

At Scott Credit Union, our purpose is to support members through every phase of their financial journey. We believe in accountability, integrity, diversity, service excellence, and continuous growth-for both our members and our employees.

Apply today to join a trusted organization that values your contribution and invests in your future. If selected, next steps may include a phone or in-person interview.

finance, accounting, analyst

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