Senior Financial Analyst

Overview

A financial services organization is seeking a Senior Financial Analyst to support and enhance treasury and financial management functions. This role involves financial planning and analysis (FP&A), risk management, liquidity management, and investment oversight. The position emphasizes leveraging advanced data analytics, financial technology, and emerging AI tools to improve forecasting, automate reporting, and elevate decision-making. Collaboration with the digital transformation team to implement automation, machine learning models, and data visualization tools is a key component.

This role operates both strategically and tactically, delivering actionable insights, leading cross-functional initiatives, and driving financial performance through data-driven analysis and innovative technology use.

Responsibilities

• Facilitate development and consolidation of forecasts and long-range financial plans.
• Analyze variances and provide actionable recommendations to business leaders.
• Partner with department leaders to evaluate assumptions and improve financial predictability.
• Develop dashboards, models, and reporting tools to support decision-making.
• Leverage advanced analytics, financial technologies, and AI tools to enhance forecasting and automate reporting.
• Identify opportunities to integrate automation, machine learning models, or data visualization tools to increase efficiency and financial insight.
• Support balance sheet strategy including liquidity planning, cash management, and investment portfolio oversight.
• Assist in interest rate risk modeling and financial scenario analysis.
• Provide recurring and ad hoc analysis to guide financial performance and capital allocation.
• Facilitate enterprise risk management (ERM) program and semi-annual risk assessments.
• Collaborate with business units to identify, assess, and mitigate financial and operational risks.
• Enhance risk reporting frameworks ensuring alignment with organizational objectives.
• Evaluate and support business investments through ROI modeling, cost-benefit analysis, and performance tracking.
• Deliver product-level profitability insights to inform pricing, growth, and strategic decisions.
• Perform general ledger analysis, reconciliation, and ensure integrity of financial data.
• Maintain and update financial policies, procedures, and internal controls.
• Ensure compliance with GAAP, regulatory requirements, and internal standards.
• Partner with leaders across the organization to deliver financial insights and recommendations.
• Communicate complex financial concepts clearly to non-financial stakeholders.
• Promote a collaborative, service-oriented work environment.
• Stay informed of industry trends, regulatory changes, and emerging technologies.
• Identify opportunities to improve processes, reporting capabilities, and financial performance.
• Ensure adherence to company policies, procedures, and banking/credit union regulations.
• Perform additional duties as required.

Requirements

• Bachelor’s degree in Finance, Accounting, or related field.
• 3–5+ years of experience in finance, accounting, or treasury functions; experience in credit union, banking, or risk management is a plus.
• Strong analytical, problem-solving, and financial modeling skills.
• Ability to manage multiple priorities independently and meet tight deadlines.
• High level of integrity, professionalism, and attention to detail.
• Advanced proficiency in Excel.
• Working knowledge of financial systems and reporting tools.
• Experience using 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.

Tools & Work Environment

• Stable internet connection with speeds sufficient for video conferencing and screen sharing.
• Smartphone with current iOS or Android operating system.
• Ability to work prolonged periods at a computer workstation.
• Effective communication via email, chat, teleconference, and phone.

Location

• Candidates must reside within the United States.
• Applicants residing in Montana, Nebraska, Rhode Island, or Puerto Rico will not be considered.
• U.S. work authorization is required; sponsorship is not available.

Compensation & Benefits

• Salary range: $94,300 - $114,300 per year.
• Potential for discretionary incentive compensation based on company and individual performance.
• Health insurance packages with Health Reimbursement Account option.
• Life, AD&D, Short-Term Disability, and Travel Insurance.
• 401(k) plan with company match dollar for dollar up to 6% (after 6 months of service).
• Generous paid time off including PTO, volunteer time off, 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, and "pawternity" PTO day.
• 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.

Compliance & Equal Opportunity

• Equal Employment Opportunity employer; qualified applicants considered without regard to race, color, religion, gender, sexual orientation, national origin, age, marital status, protected veteran status, or disability.
• Reasonable accommodations available in compliance with the Americans with Disabilities Act.
• Employment consideration includes applicants with arrest or conviction records in accordance with applicable laws.
• Employees are required to uphold compliance with all policies, procedures, and regulations including the Bank Secrecy Act and Anti-Money Laundering policy.
• This job description does not create an employment contract; employment is at-will.
• The organization reserves the right to modify job duties and descriptions as needed.