Everwise Credit Union · 12 hours ago
Financial Anaylst
South Bend, IN
Full-time
Onsite
Entry Level
1+ years expEverwise Credit Union is seeking a Financial Analyst to compile, evaluate, and analyze financial data to support corporate planning, budgeting, and financial decision-making. This entry-level role focuses on analyzing loan portfolios and preparing reports to monitor portfolio health and support risk management decisions.
BankingFinanceFinancial Services
Responsibilities
Assist in loading, balancing, and organization of data as it is used in reporting systems
Collect, validate, and organize financial data to ensure accuracy for system loads
Assist in financial analysis and forecasting under the guidance of management
Conduct trend analysis and research to identify opportunities, risks, and variances
Responsible for assisting in analyzing, loading, and maintaining financial data into the budget systems
Assist by maintaining, collecting, and modifying budget templates for business partners
Analyze historical performance and project future trends
Provide support for scenarios and sensitivity analysis by documenting and updating key stakeholder assumptions
Review budget proposals from business units ensuring allocation of funds aligned with corporate strategy and
Assist with regulatory, audit, and compliance related reporting
Document processes and standards for reporting and data collection
Partner with internal stakeholders, external partners, and vendor relationships focusing on the growth and advancement of the Credit Union
Participate in special projects and ad hoc analysis to build analytical and business knowledge
Qualification
Required
Bachelor's degree required
1-3 years' experience financial or analytic experience required
Exceptional communication skills, to include verbal, written, visual, and quantitative
Adept at developing relationships across diverse teams
Knowledge of cost accounting principles
Excellent analytical skills and ability to interpret financial data
Proficiency with contemporary business productivity and collaboration software such as Microsoft Office, Teams, and exceptional Excel skills
Collaborates well with individuals and teams
Preferred
Experience working within the financial services industry is strongly preferred
Company
Everwise Credit Union
Everwise Credit Union is a banking firm that provides savings accounts, mortgages, auto loans, and home equity loan services.
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
Jason M. Osterhage
President + Chief Executive Officer
Todd Brown
Chief Financial Officer
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