Alliant Credit Union · 10 hours ago
Lead Financial Analyst
Chicago, IL
Full-time
Hybrid
Senior Level
$84K/yr - $131K/yr
5+ years expAlliant Credit Union is seeking a Lead Financial Analyst to partner with cross-functional teams in planning, forecasting, and analytical efforts to meet financial commitments. The role involves developing budgets, managing financial planning processes, and providing analytical support to ensure accuracy in financial statements.
Financial Services
Responsibilities
Develop annual budgets, quarterly forecasts, and strategic plans in conjunction with management in company’s analytics and enter the numbers into company’s planning system
Work with the team to manage and support phases of the expense financial planning process including project planning. Interpret results by comparing and analyzing plans and forecasts with actual results
Collaborate with the accounting team to ensure the accuracy of the financial statements and provide analytical support in regard to results and trends
Create monthly expense reports/ P&Ls and provide variance analysis for management review by assembling and summarizing data; preparing reports; making presentations of findings, analyses, and recommendations
Improve and construct new capabilities around performance metric analysis and reporting to track key financial objectives and targets
Create headcount reporting, and compensation analysis. Build financial models and perform valuation analysis
Lead the analysis of financial performance for business initiatives, special projects, new products, channels, etc. Partner with cross-functional peers to provide recommendations and action steps
Automate and simplify processes and reporting structures through standardization. Participate in process improvement, project analysis and due diligence
Work on ad-hoc projects/analyses including systems user-acceptance testing on core financial systems
Research and analyze industries, companies, historical financial statements and projecting financial information
Adhere to and ensure compliance of all business transactions with policy and process of the Bank Secrecy Act. Ensures compliance with all applicable state and federal laws, company procedures and policies. Maintains integrity and ethics in all actions and conversations with or regarding credit union members and their accounts; complies with Privacy Act directives
The responsibilities listed do not contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this position. Duties, responsibilities and activities may change at any time with or without notice
Qualification
Required
Develop annual budgets, quarterly forecasts, and strategic plans in conjunction with management in company's analytics and enter the numbers into company's planning system
Work with the team to manage and support phases of the expense financial planning process including project planning. Interpret results by comparing and analyzing plans and forecasts with actual results
Collaborate with the accounting team to ensure the accuracy of the financial statements and provide analytical support in regard to results and trends
Create monthly expense reports/ P&Ls and provide variance analysis for management review by assembling and summarizing data; preparing reports; making presentations of findings, analyses, and recommendations
Improve and construct new capabilities around performance metric analysis and reporting to track key financial objectives and targets
Create headcount reporting, and compensation analysis. Build financial models and perform valuation analysis
Lead the analysis of financial performance for business initiatives, special projects, new products, channels, etc. Partner with cross-functional peers to provide recommendations and action steps
Automate and simplify processes and reporting structures through standardization. Participate in process improvement, project analysis and due diligence
Work on ad-hoc projects/analyses including systems user-acceptance testing on core financial systems
Research and analyze industries, companies, historical financial statements and projecting financial information
Adhere to and ensure compliance of all business transactions with policy and process of the Bank Secrecy Act. Ensures compliance with all applicable state and federal laws, company procedures and policies. Maintains integrity and ethics in all actions and conversations with or regarding credit union members and their accounts; complies with Privacy Act directives
Minimum- 4 Year Bachelors Degree in Accounting, Finance or Related
Minimum - 5 Years Finance, accounting, financial planning, analysis or related
In Lieu of Education 10 Years Finance, accounting arenas, financial planning, analysis role or related
Preferred
Graduate Degree in Accounting, Finance or Related
Benefits
Health care
Vision
Dental
401k with employer match
Annual performance bonus
Work from home up to 3 days a week
Paid parental leave
Employee discount programs
Time off including paid personal and sick days
11 paid holidays
Education reimbursement
Company
Alliant Credit Union
Alliant Credit Union is an Illinois-chartered credit union.
501-1000 employees
H1B Sponsorship
Alliant Credit Union has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (6)
2024 (4)
2023 (11)
2022 (3)
2021 (4)
2020 (1)
Funding
Current Stage
Late StageLeadership Team
Mike Dobbins
Chief Executive Officer
Hector Crespo
SVP, Head of Marketing, Design, and Brand
Recent News
2026-01-06
Company data provided by crunchbase