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Elevations Credit Union · 2 days ago

Senior Financial Analyst

Broomfield, Colorado, United States

Full-time

Hybrid

Mid, Senior Level

$87K/yr - $109K/yr

4+ years exp

Elevations Credit Union is a member-owned not-for-profit financial institution serving Colorado’s Front Range. The Senior Financial Analyst will analyze complex financial data to support decision-making, develop financial models, and mentor department staff while collaborating cross-functionally to achieve profit objectives.

Financial Services

Responsibilities

Analyzes/reviews complex financial data specific to Asset Liability Management, Profitability, Budgeting, Credit Risk and Enterprise Risk using complex quantitative studies (statistical regressions/probabilities)

Responsible for ensuring department quantitative/qualitative projects and reports are accurate

Collaborates with Finance leadership to develop and execute department level initiatives

Manages the corporate interest rate risk model

Develops and maintains the corporate profitability allocation model

Creates analysis based on available peer and benchmarking data

Recommends proactive changes to the investment portfolio to ensure expectations are realized

Develops numerous Finance and Credit Risk databases using a Business Intelligence framework

Takes a proactive approach in reporting automation using current and future technology

Follow, create, and provide recommendations to department level process and procedures

Perform complex ad-hoc reporting and analysis as needed

Qualification

Financial analysisAsset Liability ManagementBusiness IntelligenceData/statistical languagesMicrosoft Office SuiteInterpersonal skillsPresentation skillsAttention to detailTeam collaboration

Required

Four or more years of financial analysis experience, preferably within Financial Services

Exhibits a comprehensive knowledge of Finance, Credit, Accounting, and Business Intelligence

Asset Liability Management, FP&A, Investments, Profitability, Underwriting, Collections, GAAP, GL and Data Structures

Excellent personal computer and through experience of Microsoft Office Suite skills

Experience in data/statistical languages: Excel, VBA, M, SQL, R, and Python

Strong written, presentation, interpersonal skills with an ability to cascade knowledge, delegate, and develop department members. Ability to think and act strategically within the department

Ability to work in high production environment and respond quickly and effectively under pressure, changing priorities and tight timelines/deadlines. Able to have a flexible work schedule

Ability to lead within a team environment to make rational timely decisions with accountability

High degree of accuracy, attention to detail, integrity, work ethic, and willingness to learn

Ability to learn new software products and think creatively to find new solutions/efficiencies

Ability to partner with cross-functional teams as a key contributor to their ongoing success

Adheres to all Federal and State laws and regulations governing applicable to the Credit Union, including the Bank Secrecy Act

Preferred

Bachelor's Degree required with a strong preference in Finance, Economics, or Accounting

Benefits

A competitive total rewards package with 4 weeks paid time off for full-time employees, work anniversary paid time off, paid volunteer time off, and 12 paid holidays

Comprehensive medical, dental, and vision plans with employer contributions to supercharge your Health Savings Account

Up to a 4% match on 401(k) contributions

Up to twelve weeks of fully paid parental leave

An extensive Employee Assistance Program that provides personalized care options for your whole household

Ample opportunity to learn, develop and grow with access to LinkedIn Learning, career and leadership development programs, job shadowing, a mentor program, and tuition reimbursement up to $5,250/year