Interra Credit Union · 1 week ago
Senior Financial Analyst
Goshen, IN
Full-time
Hybrid
Senior Level, Lead/Staff
8+ years expInterra Credit Union is seeking a Senior Financial Analyst responsible for providing in-depth data-driven financial analysis and long-range forecasting. The role involves supporting the Finance Manager, conducting product pricing analysis, and leading financial projects to drive effective decision-making and profitability.
Financial Services
Hiring Manager
Ali Barden
Responsibilities
Provide financial, analytical, and forecasting expertise to drive data driven decision making
Provide strategic balance sheet management recommendations to management through ongoing forecasting and Asset Liability Management analysis
Develop and maintain ongoing risk return analysis guidelines to drive margin related balance sheet decisions
Develop financial analytical and forecasting models to predict results of business initiatives
Develop specialized analytical tools to facilitate valuation analysis or to solve business problems
Understand the whole financial function and the key business areas supported
Develop and maintain an ongoing model monitoring and governance policy in coordination with the Manager Finance
Ensure all requirements in the policy are being met
Evaluate and manage the interest rate risk position of the Credit Union utilizing advanced tools such as derivatives
Coordinate and assist with the Manager Finance to ensure that annual stress testing and scenario analysis are complete
Oversee and execute the credit union's investment strategy, utilizing Bloomberg, within the investment policy guidelines established by the Asset Liability Committee considering forecasted liquidity needs, liquidity risks, capital constraints and strategic initiatives
Support junior level analysts with coordinating monthly and quarterly forecasts in addition to the annual planning process for assigned business units
Assist junior level analyst staff with developing insightful and standard reporting that will guide decision making at the executive level
Responsible for annual updates to management reporting infrastructure cost allocations and monthly allocation processing
Analysis and interpretation of loan and deposit product pricing and profitability
Formulate recommendations to management for discussion in loan and deposit pricing
Develop and maintain loan pricing model/software to ensure accurate pricing output information
Ensure that data and reporting supplied in committee meetings relevant and drives discussion for decision making
Ensure product pricing is within the scope of the Credit Union's product pricing strategies through complex modeling and analysis
Ensure that pricing strategies align with strategic initiatives
Lead various financial projects and ad hoc analysis support relating to expenses and large vendor payments
Develop integrated models, projections, reports, and presentations that concisely identify costs/benefits and risk
Create and analyze monthly, quarterly, and annual reports and ensures financial information has been recorded accurately
Handle complex and high-level financial analysis, supporting the junior level analysts in assigned ad hoc projects and analysis
Present and discuss analysis with senior management
Utilize back testing results from ad hoc analysis to drive efficiencies and process improvements for future analysis
Prepares and reviews the annual forecast/budgeting process from initiation to Board approval for their area of responsibility
Maintain confidentiality of all pertinent information, securing sensitive information
Provides recommendations and analysis for use by senior managers and executives to evaluate their businesses, including industry benchmarking
Assist with various projects to include the annual budget process
Qualification
Required
8+ years' financial analysis experience within the financial industry to include experience running an Asset Liability Management Model such as FPS, QRM, Empyrean, or similar required
Completion of a required Bachelor's degree in Accounting, Finance, Economics, or related field
Must have and maintain a valid driver's license
Preferred
Exposure to capital markets preferred
A Bloomberg Certification is preferred
Excellent decision making, analytical and investigative abilities with attention to detail and accuracy
Ability to motivate or influence internal or external senior level professionals is a critical part of the job, requiring a significant level of influence and trust
Professional level of verbal and written communication skills are essential to the position
Ability to evaluate pros and cons, risks, and benefits of different solution options by asking the right questions and acquiring data from multiple and diverse sources when solving problems
Strong organization and prioritization skills, and problem-solving skills
Ability to deal with highly confidential information in a professional manner
Ability to provide world class member service while executing Interra's vision, mission, and delivery of Core Values
Company
Interra Credit Union
Interra Credit Union is a financial services company offering checking, savings, loans, investments, and online services.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Jim Henning
Chief Financial Officer
Andy Marshall
Chief Operating Officer & Executive Vice President
Recent News
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