PSCU Financial Services

Sr. Financial Analyst

PSCU Financial Services • $75K — $96K *
US-AnywhereRemote in Florida, US
Finance & Insurance
Less than 5 years of experience
2 months ago
Job Overview by Ladders

Qualifications

  • Bachelor's degree in Finance or related field or equivalent experience.
  • Minimum of 4 years in financial analysis and complex modeling/data analysis.
  • Strong understanding of GAAP preferred.

Responsibilities

  • Forecast revenue and costs for products and services monthly and quarterly.
  • Compile monthly financial and management reports, interpreting results.
  • Prepare monthly product P&Ls, analyzing variances and recommending corrective actions.
  • Conduct monthly financial analyses to identify variances and provide solutions.
  • Develop pricing analytics and maintain ROI documentation.
  • Provide financial guidance for ROI creation and executive summaries.
  • Mentor junior analysts and train non-financial staff on financial data interpretation.

Benefits

  • Competitive wages
  • Medical with telemedicine options
  • Dental and Vision coverage
  • Paid Time Off (PTO)
  • Company Paid Disability Insurance
  • 401k with employer match
  • Tuition Reimbursement and Wellness programs
Full Job Description
The Opportunity
The Senior Financial Analyst will provide financial analysis and recommendations to management to make informed decisions and ensure efficient use of resources. This position provides financial analysis, reporting, and modeling for core products and services and select ancillary products and services that cross multiple business units.

Day in the Life
  • Forecasts revenue and costs of assigned products and services on a periodic (e.g., monthly/quarterly) and ad hoc basis.
  • Completes the rollup of the consolidated monthly financial forecast.
  • Compiles monthly financial reports and management reports. Assists with interpreting the results.
  • Prepares monthly product P&Ls for assigned products and services (e.g., look at actual results vs. projected - MOM & YOY, trends, against original ROI, and determine reasons for variances), and determine if corrective action is required and communicate to management, as needed.
  • Performs financial analysis on a monthly basis to identify any variances, determine the reason for such variance, and provide recommendation to eliminate/reduce such variance.
  • Performs margin analysis, research, and projects.
  • Develop pricing analytics and enhance existing price proposal templates.
  • Provides financial guidance to other departments in the creation of ROIs, analyze/document key assumptions used, and prepare executive summaries for presentation to management.
  • Prepares and updates cost of capital assumption for use in ROI, NPV, and IRR on a periodic basis (e.g., annually).
  • Maintains and updates the standard ROI questionnaire.
  • Provides recommendations to management (e.g., opportunities to improve profitability, increase product value, and reduce costs).
  • Acts as finance representative on product launch teams, as needed.
  • Determines and creates finance training for non-financial personnel, as needed.
  • Prepares ad-hoc reports, as needed.
  • Mentors the Financial Analyst.
  • Mentors the accounting team in analyzing and interpreting financial data (e.g., actual vs. budget variances).
  • Trains others in analyzing and interpreting financial data (e.g., KPIs, actual vs. budget variances).


Qualifications
  • Bachelor's degree in Finance or related field or equivalent training and/or experience.
  • Minimum of 4 years related financial analysis and complex modeling/data analysis work required.
  • Strong understanding of General Accepted Accounting Principles (GAAP) is preferred.


Pay Equity
$75,800.00 - $96,700.00
Actual Pay will be adjusted based on experience and other job-related factors permitted by law.

Great Work/Life Benefits!
  • Competitive wages
  • Medical with telemedicine
  • Dental and Vision
  • Basic and Optional Life Insurance
  • Paid Time Off (PTO)
  • Maternity, Parental, Family Care
  • Community Volunteer Time Off
  • 12 Paid Holidays
  • Company Paid Disability Insurance
  • 401k (with employer match)
  • Health Savings Accounts (HSA) with company provided contributions
  • Flexible Spending Accounts (FSA)
  • Supplemental Insurance
  • Mental Health and Well-being: Employee Assistance Program (EAP)
  • Tuition Reimbursement
  • Wellness program
  • Benefits are subject to generally applicable eligibility, waiting period, contribution, and other requirements and conditions

About PSCU Financial Services

PSCU Financial Services is a credit union service organization that provides financial services to credit unions and their members. The company offers a range of services, including credit, debit, and prepaid card processing, online and mobile banking, fraud detection and prevention, loyalty programs, and more. PSCU Financial Services serves over 900 credit unions and their 2.4 million members across the United States. The company has been recognized as one of the top credit union service organizations in the country.
Learn more about PSCU Financial Services
Size
2,000 employees
Industry
Finance & Insurance
Founded
1977
* Ladders Estimates

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