Senior Financial Analyst

Overview

This role supports the organization’s financial management activities, including financial planning and analysis (FP&A), balance sheet management, liquidity analysis, treasury support, risk management, and strategic decision support. You will partner across the organization to turn financial data into actionable insights that help executive leaders make informed decisions. The position also includes modernization of finance processes through analytics, automation, and business intelligence tools.

Responsibilities

• Financial Planning and Analysis (FP&A):
  • Facilitate development and consolidation of forecasts and long-range financial plans.
  • Analyze variances and provide clear, actionable recommendations to business leaders.
  • Partner with department leaders to evaluate assumptions and improve financial predictability.
  • Develop financial models, management reporting packages, dashboards, and forecasting tools.
• Data & Technology Enablement / AI Utilization:
  • Leverage financial systems, business intelligence tools, automation solutions, and emerging AI technologies to improve forecasting, reporting, and decision-making.
  • Identify opportunities to improve efficiency through automation, workflow optimization, dashboard development, and enhanced data analytics.
  • Support adoption of modern finance technologies, including Power BI, SQL, Power Platform, AI-assisted analytics tools, and related solutions.
• Balance Sheet & Treasury Management:
  • Support balance sheet management activities, including liquidity monitoring, cash flow analysis, investment portfolio reporting, and financial forecasting.
  • Assist with interest rate risk analysis, scenario modeling, and asset/liability management initiatives.
  • Provide recurring and ad hoc analysis to guide financial performance and capital allocation.
• Risk Management:
  • Support enterprise risk management through financial analysis, risk reporting, and periodic risk assessment processes.
  • Partner with business leaders to identify and evaluate financial and operational risks and support mitigation planning.
• Investment, ROI & Profitability Analysis:
  • Evaluate and support business investments through ROI modeling, cost-benefit analysis, and ongoing performance tracking.
  • Deliver product-level profitability insights to inform pricing, growth, and strategic decision-making.
• Reporting, Controls & Compliance:
  • 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.
• Stakeholder Engagement:
  • 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.
• Continuous Improvement & Industry Awareness:
  • Stay informed of industry trends, regulatory changes, and emerging technologies.
  • Identify opportunities to improve processes, reporting capabilities, and financial performance.
• Additional duties as required, including adherence to company policies and Banking/Credit Union Regulations.

Requirements

• Bachelor’s degree in Finance, Accounting, or related field.
• 4+ years of experience within a bank or credit union finance organization, including exposure to FP&A, treasury, ALM, liquidity management, profitability analysis, financial reporting, or related disciplines.
• Demonstrated experience developing financial models, forecasts, budgets, management reporting, and business performance analysis.
• Strong analytical, critical thinking, problem-solving, and financial modeling skills, with the ability to translate complex data into actionable business insights.
• Ability to manage multiple priorities independently, adapt to changing business needs, and consistently meet deadlines in a fast-paced environment.
• High level of integrity, professionalism, accountability, and attention to detail.
• Advanced proficiency in Excel, including financial modeling and data analysis; working knowledge of financial systems, data management tools, and reporting platforms.
• Experience leveraging technology to improve financial analysis, reporting, forecasting, or process efficiency.
• Experience with business intelligence, analytics, automation, or reporting tools such as Power BI, Tableau, SQL, Python, Power Platform, Copilot, or similar technologies.
• Demonstrated curiosity and willingness to adopt emerging technologies, automation solutions, and AI-assisted tools to enhance decision-making and operational efficiency.
• Strong communication and relationship-building skills, with the ability to present financial insights and recommendations to leaders and cross-functional stakeholders.

Preferred Qualifications

• None stated.

Compensation & Benefits

Compensation: $94,300 - $114,300 per year, with potential for discretionary incentive compensation based on both company and individual performance.

Benefits include:

• Excellent health insurance packages with a Health Reimbursement Account option
• Life, AD&D, Short-Term Disability and Travel Insurance
• 401k plan with company match dollar for dollar up to 6 percent*
• Generous time-off policy with 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, out-come oriented remote work environment for most roles

*After 6 months of service

Location

• Candidates must reside within the United States.
• Applicants who reside in Montana, Nebraska, Rhode Island, or Puerto Rico are not able to be considered.
• U.S. work authorization is required.
• Sponsorship for current or future work authorization is not available.

Additional Information

• The organization is an Equal Employment Opportunity employer and provides reasonable accommodations in compliance with the Americans with Disabilities Act of 1990.
• Qualified Applicants with arrest or conviction records will be considered in accordance with applicable federal, state, city, and local laws.
• This job description does not create an employment contract and does not imply that these are the only duties to be performed; other job-related duties may be assigned.
• Each employee is required to uphold the Credit Union's compliance with all policies, procedures, and required regulations including the Bank Secrecy Act and the Anti-Money Laundering policy.

Interview Process & AI Usage

Candidates may use AI tools to prepare for opportunities, research organizations, or refine application materials. During interviews and assessments, focus is on understanding your own experiences, judgment, problem-solving approach, and communication style. Be prepared to discuss your work, decisions, accomplishments, and thought process in your own words.