Guardian Credit Union · 13 hours ago
Finance Specialist
Prattville, AL
Full-time
Onsite
Entry Level
1+ years expGuardian Credit Union is seeking a Finance Specialist to maintain and enhance databases, prepare financial reports, and analyze financial trends. The role involves collaborating with cross-functional teams to support organizational goals and improve financial performance through data analysis and actionable recommendations.
FinanceFinancial ServicesMobile Payments
Responsibilities
Maintains and enhances databases by entering, verifying, validating, and backing up data; reconciles transactions by reviewing, comparing, and correcting discrepancies
Inputs credit union data for financial modeling; maintains models through regular review, updating methodologies, and ensuring accuracy of both data inputs and outputs
Prepares periodic financial and management reports for senior leadership and the board of directors; evaluates report findings and provides actionable recommendations
Identifies and monitors trends across reporting, modeling, and financial markets; interprets data, evaluates methodologies, and develops insights that inform strategic decision‑making
Conducts comparative and variance analyses to recommend operational or financial improvements; reviews proposed changes in processes, methods, or materials, coordinating information requirements across teams
Collaborates with cross‑functional teams to support organizational goals and drive alignment across financial, operational, and strategic initiatives
Improves financial performance by creating process efficiencies through automation and providing actionable recommendations to management and senior leadership
Qualification
Required
1+ years of similar or related experience; or equivalent combination of education and experience
General understanding of interest rate risk and liquidity risk and approaches to quantifying and modeling these risks required
Bachelor's degree (B. A.) in Finance, Accounting, or Economics
Knowledge of accounting principles generally accepted in the United States of America, basic characteristics of financial assets and liabilities, and basic statistical analysis
Ability to work standard personal computers (including peripheral equipment), ten-key calculator, typing 30-40 words per minute, view a computer terminal for varying periods of time, and to learn and retain the proper use of office equipment, including facsimile machines and photocopies
Must be able to work with various PC software
Strong ability to read, analyze and interpret financial reports and legal documents; performs complex calculations; effectively researches, analyzes and evaluates information to make decisions, solve problems and achieve goals; strong project management skills desired
Must be proficient in Microsoft Excel to perform data analysis and visualization
Ability to create pivot tables and charts, filter and sort data, use lookup functions, and write formulas required
Is able to bend, sit, and stand in order to perform primarily sedentary work with limited physical exertion and occasional lifting of up to 10 lbs
Must be capable of climbing / descending stairs in an emergency situation
Must be able to operate routine office equipment including computer terminals and keyboards, telephones, copiers, facsimiles, and calculators
Must be able to routinely perform work on computer for an average of 6-8 hours per day, when necessary
Must be able to work extended hours or travel off site whenever required or requested by management
Must be capable of regular, reliable and timely attendance
Must be able to perform job functions independently or with limited supervision and work effectively either on own or as part of a team
Must be able to read and carry out various written instructions and follow oral instructions
Must be able to complete basic mathematical calculations, spell accurately, and understand computer basics
Must be able to speak clearly and deliver information in a logical and understandable sequence
Must be capable of dealing calmly and professionally with numerous different personalities from diverse cultures at various levels within and outside of the organization and demonstrate highest levels of customer service and discretion when dealing with the public
Must be able to perform responsibilities with composure under the stress of deadlines and other requirements for extreme accuracy and quality and/or fast pace
Must be able to effectively handle multiple, simultaneous, and changing priorities
Must be capable of exercising highest level of discretion on both internal and external confidential matters
Preferred
Experience with quantitative models used for risk management, including ALM and liquidity risk management preferred
Experience in Microsoft Power BI preferred
Company
Guardian Credit Union
Guardian Credit Union is a financial institution that deals with digital payments, card controls, commercial and personal loans.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Scott Rosen
Chief Technology Officer
Daniel Post
Chief Financial Officer
Recent News
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