Senior Financial Analyst

This is a fully remote position, open to applicants in New York.

📋 Description

• Facilitate the creation and consolidation of forecasts along with long-term financial strategies.

• Analyze discrepancies and offer clear, actionable suggestions to business leaders.

• Collaborate with department heads to assess assumptions and enhance financial predictability.

• Create dashboards, models, and reporting tools to aid in decision-making.

• Utilize advanced analytics, financial technologies, and emerging AI tools to improve forecasting, automate reporting, and enhance decision-making.

• Spot opportunities to incorporate automation, machine learning models, or data visualization tools to boost efficiency and provide deeper financial insights.

• Assist in balance sheet strategy, covering liquidity planning, cash management, and investment portfolios.

• Support interest rate risk modeling and perform financial scenario analyses.

• Deliver both recurring and ad hoc analyses to inform financial performance and capital allocation.

• Oversee the enterprise risk management (ERM) program and conduct semi-annual risk assessments.

• Work with business units to identify, evaluate, and mitigate financial and operational risks.

• Improve risk reporting frameworks and ensure alignment with the organization's objectives.

• Assess and support business investments through ROI modeling, cost-benefit analysis, and continuous performance tracking, while providing product-level profitability insights for pricing, growth, and strategic decisions.

• Conduct general ledger analysis, reconciliation, and ensure the integrity of financial data.

• Maintain and revise financial policies, procedures, and internal controls.

• Ensure compliance with GAAP, regulatory standards, and internal policies.

• Collaborate with leaders throughout the organization to deliver financial insights and recommendations.

• Clearly communicate complex financial concepts to non-financial stakeholders.

• Foster a collaborative, service-oriented workplace culture.

• Stay updated on industry trends, regulatory changes, and emerging technologies.

• Identify opportunities for process enhancement, reporting capabilities, and financial performance improvement.

⛳️ Requirements

• Bachelor’s degree in Finance, Accounting, or a related field.

• 3–5+ years of experience in finance, accounting, or treasury roles.

• Experience in credit unions, banking, or risk management is an advantage.

• Strong analytical, problem-solving, and financial modeling abilities.

• Capability to manage multiple priorities independently and meet tight deadlines.

• High level of integrity, professionalism, and meticulous attention to detail.

• Advanced proficiency in Excel and a working knowledge of financial systems and reporting tools.

• Experience with data analytics, financial technology platforms, or AI-driven tools (e.g., Power BI, Tableau, Python, SQL, or similar) to support financial modeling, forecasting, and reporting.

🏝️ Benefits

• Excellent health insurance packages with an option for a Health Reimbursement Account.

• Life, AD&D, Short-Term Disability, and Travel Insurance.

• 401k plan with a company match dollar for dollar up to 6 percent.*

• Generous time-off policy including paid time off (PTO), volunteer time off (VTO), birthday PTO, and company-observed holidays.

• Monthly stipend for wellness activities and mental health.*

• Tuition reimbursement.

• Pet Benefits, including insurance, discounts, “pawternity” PTO day, and more.

• Bonus/commission plan for qualifying roles.

• Employee perks, including mortgage discounts!

• PTO purchase and sell-back programs.

• Rewards and peer recognition programs.

• Trust-based, outcome-oriented remote work environment for most roles.* After 6 months of service.