Position Summary

Department

Finance

The Senior Financial Analyst partners with business leaders to deliver financial planning, forecasting, reporting, and business intelligence solutions that support strategic decision-making. This role combines advanced FP&A expertise with strong data extraction, analytics, and visualization capabilities to transform complex financial and operational data into actionable insights. The position plays a key role in budgeting, forecasting, profitability analysis, dashboard development, and process improvement initiatives across the organization.

Essential Duties

• Lead budgeting, forecasting, and long-range planning processes; partner with department leaders to develop and maintain financial assumptions and performance targets.

• Extract, transform, and analyze data from multiple systems and databases using business intelligence and analytics tools to support financial reporting and decision-making.

• Develop and maintain financial models, dashboards, and automated reporting solutions that improve visibility into business performance and key performance indicators.

• Perform variance analysis, profitability analysis, and trend analysis; identify key business drivers, risks, and opportunities, and provide actionable recommendations to management.

• Build and enhance forecasting, planning, and scenario models to evaluate strategic initiatives and business performance.

• Collaborate cross-functionally to understand operational drivers, support business cases, and provide data-driven insights that improve financial and operational performance.

• Prepare executive-level reporting, presentations, and financial packages that clearly communicate financial results and strategic recommendations.

• Drive automation, standardization, and continuous improvement of financial reporting and analytical processes.

• Support ad hoc analyses, strategic projects, and management requests with accurate, timely, and insightful financial analysis

• Experience in the banking or credit union industries highly preferred

• 5-8+ years of experience in FP&A, financial analysis, business intelligence, or related finance functions.

• Advanced Excel and financial modeling skills.

• Experience with Power BI, Tableau, Snowflake and Power Query. Proficient with Prologue and Axiom.

• Strong analytical, problem-solving, and communication skills with the ability to translate complex data into actionable business insights.

• Experience with budgeting, forecasting, financial reporting, and enterprise planning systems preferred.

• Performs other duties as assigned.

Supervisory Responsibilities

Supervisory Responsibilities

Qualifications
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.

Education

Min/Preferred

Education Level

Description

Minimum

4 Year / Bachelor's Degree

Academic focus in business- or analytical-related field preferred.

Experience

Minimum Years of Experience

Comments

5

Minimum of (3) years' professional experience required. Finance, Accounting, and/or analytical experience preferred.

Language Skills

Ability to read and comprehend instructions, short correspondence, and memos. Ability to write simple correspondence. Ability to effectively present information in one-on-one and small group situations to Members and other Team Members at the organization.

Mathematical Skills

Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute dividends and interest.

Reasoning Ability

Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written or oral form.

Physical Demands

The physical demands described here are representative of those that must be met by a Team Member to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

The Team Member occasionally must lift and/or move up to 10 pounds. Ability to stand for long periods of time. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Other Skills and Abilities

Must be able to process transactions in an efficient manner. Must be able to communicate policies and procedures to Members in an easily understood and professional manner.

Must comply with all Bank Secrecy Act (BSA) and other Anti-Money Laundering (AML) laws and regulations, as they pertain to federal guidelines and internal policies and procedures.

The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties, skills, or working conditions.