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GreenState Credit Union · 5 hours ago

Financial Analyst

United States

Full-time

Remote

Mid Level

$91K/yr - $106K/yr

3+ years exp

GreenState Credit Union is a rapidly growing organization focused on fostering financial well-being for its members and communities. The Financial Analyst position plays a critical role in financial planning and analysis, supporting budgeting processes, and ensuring data accuracy across departments.

BankingFinanceFinancial Services

Responsibilities

Adheres to the Credit Union's core values and Service Standards in conducting GreenState's mission and vision

Demonstrates a positive member service (internal and external) focus at all times

Demonstrates teamwork in all interactions with coworkers and in the completion of all duties and responsibilities

Ensures confidentiality of member information

Supports a diverse and inclusive work environment

Assists in the preparation of the annual budgeting process, including the preparation of detailed financial forecasts and variance analysis

Monitors budget-to-actual performance and identify significant variances

Performs profitability modeling to analyze the risk adjusted return of differing products, lending channels, departments, and branches

Compiles and analyzes profitability reporting and summarizes results for stakeholders across the organization

Helps support the funds transfer pricing and credit risk analysis that is included within the profitability modeling

Creates and maintains procedures and documentation supporting the budgeting and profitability modeling process

Collaborates with departments to gather input and ensure data accuracy

Maintains and improves financial models, tools and databases to support analysis

Prepares financial reports and analyzes key performance metrics to identify trends and variances

Supports monthly, quarterly, and annual financial reporting processes

Serves as financial liaison, providing guidance on metrics and interpretation of financial reports

Provides insights into profitability, cost management and operational efficiencies

Collaborates with Finance and Accounting to deliver financial reports and key metrics to Company Leadership and Board of Directors on a regular basis using Power BI platform

Prepares peer analysis reporting

Conducts special analyses and projects to support strategic initiatives

Qualification

Financial planningAnalysisFinancial modelingGAAP accountingPower BISQLBudgetingAnalytical skillsProblem-solving skillsInterpersonal skillsOrganizational skillsCommunication skills

Required

Bachelor's degree in finance, accounting, economics, or related field

Minimum three years of progressive experience in financial planning and analysis, preferably within the financial services or credit union industry

Hands on experience developing annual operating budgets

Must be able to manage multiple assignments with changing deadlines in a high-pressure environment

Ability to coordinate and prioritize assignments and organize work efficiently for timely completion

Experience with financial modeling, planning, forecasting, and analysis skills; solid foundation in finance and GAAP accounting

Ability to draw important insights from analysis; understand and communicate the 'story behind the numbers'

Strong analytical and problem-solving skills

Proficiency in Microsoft Office, including Excel and Word

Ability, availability, and willingness to work flexible hours to accomplish workload. During periods of peak demand, job will require a non-traditional workweek with extra hours including evening and/or weekend duties

Interpersonal skills to diplomatically deal with employees of all levels, and to represent the credit union in a positive way during member contact

Ability to prioritize assignments and organize work efficiently, to handle large volumes of detail

Ability to deal tactfully and efficiently with members and co-workers on a professional level

Must be bondable