Senior Financial Analyst

This is a fully remote position, open to applicants in United States.

📋 Description

• Collaborate with the Finance Manager to assist in the financial management operations of the credit union.

• Aid in the creation and consolidation of forecasts and long-term financial strategies.

• Examine variances and offer actionable insights to business leaders.

• Work alongside department heads to assess assumptions and enhance financial predictability.

• Construct financial models, management reporting packages, dashboards, and forecasting tools.

• Utilize financial systems, business intelligence tools, automation solutions, and emerging AI technologies.

• Spot opportunities for workflow improvements, dashboard development, and advanced data analytics.

• Encourage the adoption of modern finance technologies, including Power BI, SQL, Power Platform, AI-assisted analytics tools, and related solutions.

• Assist in managing the balance sheet, liquidity monitoring, cash flow analysis, investment portfolio reporting, and financial forecasting.

• Aid with interest rate risk analysis, scenario modeling, and asset/liability management initiatives.

• Provide regular and ad hoc analysis to inform financial performance and capital allocation.

• Contribute to enterprise risk management through financial analysis, risk reporting, and periodic assessments.

• Assess business investments through ROI modeling, cost-benefit analysis, and performance evaluation.

• Deliver insights on product-level profitability for pricing, growth, and strategic decision-making.

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

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

• Ensure compliance with GAAP, regulatory standards, internal guidelines, and banking/credit union regulations.

• Collaborate with organizational leaders to provide financial insights and recommendations.

• Explain complex financial concepts to non-financial stakeholders.

• Keep abreast of industry trends, regulatory shifts, and emerging technologies.

• Identify areas for process enhancement, reporting capabilities, and financial performance improvements.

• Perform additional tasks as needed.

⛳️ Requirements

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

• Over 4 years of experience in a finance role within a bank or credit union, including familiarity with FP&A, treasury, ALM, liquidity management, profitability analysis, financial reporting, or similar areas.

• Proven experience in developing financial models, forecasts, budgets, management reporting, and business performance analysis.

• Strong analytical, critical thinking, problem-solving, and financial modeling capabilities.

• Ability to independently manage multiple priorities, adapt to evolving business needs, and consistently meet deadlines in a fast-paced environment.

• High standards of integrity, professionalism, accountability, and attention to detail.

• Advanced skills in Excel, including financial modeling and data analysis.

• Familiarity with financial systems, data management tools, and reporting platforms.

• Experience using technology to enhance financial analysis, reporting, forecasting, or process efficiency.

• Proficiency with business intelligence, analytics, automation, or reporting tools such as Power BI, Tableau, SQL, Python, Power Platform, Copilot, or similar technologies.

• Demonstrated curiosity and openness to adopting emerging technologies, automation solutions, and AI-assisted tools.

• Strong communication and relationship-building abilities.

• Candidates must reside in the United States.

• U.S. work authorization is required.

• No current or future sponsorship is available.

🏝️ Benefits

• Comprehensive health insurance packages with a Health Reimbursement Account option.

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

• 401k plan with a company match dollar for dollar up to 6 percent (after 6 months of service).

• 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 (after 6 months of service).

• Tuition reimbursement.

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

• Bonus/commission plan for qualifying roles.

• Employee perks, including mortgage discounts!

• Programs for PTO purchase and sell-back.

• Rewards and peer recognition initiatives.

• A trust-based, outcome-oriented remote work environment for most roles.