Self-Help Credit Union · 4 days ago
Strategic Finance Analyst
NC-Durham-301 W Main
Full-time
Hybrid
Entry, Mid Level
2+ years expSelf-Help Credit Union is dedicated to creating economic opportunity for underserved communities. They are seeking a Strategic Finance Analyst to conduct financial assessments, support strategic initiatives, and maintain documentation for financial governance.
Banking
Responsibilities
Conduct financial and operational assessments of existing vendors and service providers to ensure strong value for members and alignment with the Self-Help’s strategic goals
Perform cost benefit, Return on Investment, and contract performance analyses to support decisions on renewals, renegotiations, or discontinuations
Support financial analysis related to mergers, partnerships, and other strategic initiatives, including ad hoc modeling and due diligence support
Maintain concise records of approved pricing assumptions, break-even expectations, and key sustainability drivers for major initiatives to support post-implementation financial monitoring
Prepare clear recommendations and present findings to senior leaders and relevant committees
Independently back‑test assumptions used by Self-Help teams in financial models, forecasts, and strategic proposals
Identify key drivers of variance between projected and actual results and recommend improvements to forecasting methodologies and financial models
Maintain documentation of assumptions, methodologies, and validation outcomes for internal governance
Support post-implementation financial reviews to assess whether implemented pricing, volumes, and cost structures align with approved financial assumptions and sustainability expectations
Identify material variances between approved financial assumptions and actual operating results, and summarize impacts to sustainability, break-even expectations, and funding alignment
Analyze loan product pricing relative to cost of funds, competitive benchmarks, and profitability expectations
Develop and maintain pricing models that support sustainable growth, member value, and financial sustainability
Partner with lending and product teams to ensure pricing aligns with risk management practices and market conditions
Qualification
Required
Bachelors degree in finance, data analytics, accounting, business or related field preferred and 2 years of experience in finance, consulting, data analytics, or financial planning and analysis
Masters degree or advanced certification (CFA Charterholder, CPA, FRM) and 4+ years of experience preferred
Advanced Microsoft Excel skills
Strong data analysis skills, including the ability to extract, transform, and analyze data from various source systems and databases
Strong commitment to the organization's mission of creating economic opportunity for underserved communities
Demonstrated initiative, follow through, and strong customer service orientation
Excellent communication skills and the ability to build strong working relationships
Keen attention to detail and strong organizational skills
Ability to effectively plan and prioritize work to meet deadlines
Proactive mindset and ability to learn new systems quickly
Ability to adapt to changing priorities and work beyond normal hours when needed
Ability and willingness to demonstrate Self-Help's Core Values: Mission Before Self, Service With Excellence, Embracing & Promoting Change, Results Not Credit, Diversity as a Strength, Financial Sustainability for Mission Impact
Benefits
Generous benefits package
Company
Self-Help Credit Union
Self-Help is a family of nonprofit organizations whose mission is to create and protect ownership and economic opportunity for all.
501-1000 employees
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
Truist Foundation
2024-02-14Grant
Leadership Team
Marcus Bowen, CFA, CPA
Chief Financial Officer
Kimberly Jones
Vice President, Director of Partnerships & Community Engagement-Midwest
Recent News
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