Connex Credit Union · 5 hours ago
Financial Analyst
North Haven HQ - North Haven, CT 06473
Full-time
Onsite
Entry, Mid Level
$56K/yr - $84K/yr
2+ years expConnex Credit Union is looking for diverse talent who are motivated to improve the financial well-being of others. The Financial Analyst role involves performing analytical tasks and providing support for financial planning, analysis, and reporting, as well as collaborating with internal teams to provide data-driven insights for decision-making.
BankingCredit CardsFinancial ServicesNon Profit
Responsibilities
Prepare and analyze monthly financial statements (including management’s discussion and analysis (MD&A)), budget to actual reports, and key performance indicators (KPIs) to assess and report on the credit union’s financial condition and performance
Coordinate with third-party vendor to provide data extracts and manage the process for evaluating and reporting on the IRR results to the Asset Liability Committee (ALCO). Ensure that the credit union is measuring and managing appropriate risk objectives that comply with policy objectives and risk limits
Coordinate with third-party vendor to provide data extracts and manage the process for evaluating and reporting on the branch profitability results used for decision making purposes. Manages the process for evaluating results and drafting MD&A reporting and reporting to key constituencies
Develop and manage financial forecasts, annual budgets, and long-term financial plans to support strategic objectives
Build and maintain financial models to evaluate business scenarios, loan portfolios, investment opportunities, and risk exposure. Analyze trends and evaluate opportunities and work with the CFO and others to develop recommendations to assist in product development, product pricing and other organizational strategic decisions
Ensure financial reports comply with regulations and internal policies, assisting with internal and external audits as well as regulatory filings and inquiries
Collaborate with internal teams, including accounting, marketing, loan servicing, et al., to provide data-driven insights for decision-making
Monitor industry trends, market conditions, and competitor financial performance to identify growth opportunities
Enhance financial reporting processes and implement automation tools to improve efficiency and accuracy
Qualification
Required
Bachelor's degree in finance, accounting, economics, or a related field
2+ years of experience in financial analysis, preferably within a banking or financial services environment. Experience must include the use of net present value methodology, and financial projection simulation modeling as well as a working knowledge of fixed income products
Proficiency in financial modeling, Excel, SQL, and banking analytics software. Minimum of 1-2 years IRR modeling experience required; 3-5 years of experience preferred
A working knowledge of accounting principles and banking regulations
Ability to interpret complex financial data and provide actionable insights
Excellent written and verbal communication skills to present financial findings to senior leadership
Benefits
Competitive compensation.
Medical, Dental and Vision coverage.
Paid time off.
401K contributory plan with company match.
The opportunity to become involved in community outreach.
Company
Connex Credit Union
Connex Credit Union is a non-profit organization that offers online banking and credit card services.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Andre Johnson
SVP, Chief Information Officer
Recent News
2025-08-14
2025-08-13
Company data provided by crunchbase