Financial Analyst

Overview

This role includes responsibilities across core financial functions, reporting, monitoring of the portfolio, and coordination with internal stakeholders and external contacts. Starting pay for successful applicants is generally within the minimum to midpoint of the pay range. Consideration for pay is designed to support career growth and development over time and may be based on job-related factors, including individual experience, knowledge, training, education, geographic location, market demands, and internal equity. Offers may extend based on a variety of job-related factors.

Please note: visa sponsorship is not available for this position.

Responsibilities

• Provide management with useful, accurate, complete, and timely information, including financial statements, financial reports, research, and analyses.
• Communicate observations regarding controls, investment strategies, and policies to management.
• Conduct financial functions in accordance with established Credit Union policies, procedures, and standards.
• Monitor the portfolio closely to maintain quality.
• Prepare and provide accurate cash flow and liquidity reporting on schedule.
• Maintain positive, professional business relationships with vendors and external contacts.
• Coordinate effectively and communicate with other departments; provide assistance as needed.
• Ensure financial records, schedules, ledgers, and files are accurately, completely, and properly backed up.
• Demonstrate core values satisfactorily.

Qualifications

Education and Certification

• Bachelor’s degree in finance, accounting, business, or related field, and a minimum of 1 years’ experience in accounting/financial analysis; or
• An equivalent combination of 5 years education, training, certifications, and relevant professional and/or military experience that demonstrates the knowledge, skills, and abilities to perform the essential functions of the position.

Required Knowledge

• Working knowledge of financial analysis and risk management concepts.
• General understanding of investments, financial research, and reporting.
• Knowledge of accounting concepts, practices, procedures, and financial reports.
• Familiarity with related regulations, statutes, and filing requirements.
• Preference for working in organizations prioritizing personal humility, diversity, inclusion, teamwork, and collaboration.

Experience

• Minimum 1–3 years of accounting/financial analysis experience.
• Internships, co-ops, or relevant coursework may be considered in place of some experience.
• Financial institution or credit union experience preferred.

Skills and Abilities

• Ability to accurately assess the cultural environment, demonstrating emotional intelligence and appropriate sensitivity while maintaining individuality.
• Well organized with strong attention to detail and accuracy.
• Strong analytical and critical thinking abilities.
• Solid written, oral, and interpersonal communication skills.
• Ability to work cooperatively with others.
• Ability to manage multiple assignments and competing priorities.
• Ability to operate a PC, related financial software, and standard office equipment.
• Demonstrated proficiency in MS Excel, Word, and PowerPoint.
• Ability to meet deadlines and maintain an effective, efficient workflow.
• Ability to work collaboratively as part of a team and, with guidance, independently.
• Willingness and ability to grow expertise within accounting, finance reporting, recording, audits, analysis, and process improvement.
• Professional dress, appearance, and attitude.
• Regular and predictable attendance.

Compensation & Benefits

• Starting pay for successful applicants is generally within the minimum to midpoint of the pay range.
• Pay consideration is designed to support career growth and development over time and may be based on job-related factors, including individual experience, knowledge, training, education, geographic location, market demands, and internal equity.

Location

• Position is local remote/hybrid eligible.

Equal Employment Opportunity

An Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, or protected Veteran status.