Share Email Opening

Senior Financial Analyst 


At Allegacy, there’s a common thread that runs through all of us. It’s our commitment to doing right and our promise to members to always do the right thing for their wellbeing. Every employee in our organization is accountable to living out our brand in meaningful ways as our promise motivates our beliefs, our behaviors, and the benefits we share together. In order to achieve this state of success, this position conducts financial, statistical, analytical and asset/liability management functions and performs complex budgetary functions.

Specific Accountabilities

  • Deliver outstanding service to both internal and external service that meets or exceeds our Service Promises.
  • Analyze financial information and make recommendations based on best practices that are consistent with short/long term goals of the company
  • Provide specialized subject matter expertise in most complex budgetary and accounting functions
  • Perform trend analysis, modeling and what-if scenarios to assist in reaching strategic goals
  • Assist cost center owners with developing budgets for the organization, including assisting with share and loan projections, revenue targets, and operating expense analysis
  • Partner with managers of the credit union on budgetary variance analysis and profitability analysis to ensure financial solvency and accountability
  • Provide information to management by assembling and summarizing data; preparing reports; making presentations of findings, analyses, and recommendations
  • Build strong alliances with cost center owners, assisting them in gaining a full understanding of financial positions of their respective areas
  • Prepare and analyze departmental income statements utilizing cost accounting process/methodologies
  • Analyze performance and profitability of deposit and loan products
  • Apply data mining techniques to unstructured data as needed
  • Monitor and track key performance metrics/indicators and report to management, including proactively highlighting success while identifying areas of improvement with possible alternatives
  • Conduct financial, statistical, and analytical studies
  • Prepare financial reports for management and board
  • Manage special project assignments as requested


Knowledge, Skills and Abilities


  • Demonstrate analytical and financial modeling skills with ability to prepare materials and presentations that communicate meaningful data and analysis
  • Demonstrate strong knowledge of budget planning, expense monitoring, cash flow and financial management operations
  • Strong analytical skills; must possess the ability to make quick decisions, strong attention to detail and commitment to tight deadlines
  • Must be a self-starter who can work with minimal supervision, with the expectation of working as a motivated and cooperative team member
  • Must possess a high sense of urgency, judgment and work ethic
  • Must be able to manage multiple tasks concurrently, in a dynamic environment with tight deadlines
  • Excellent PC skills with a thorough knowledge of MS Excel (including macros), MS PowerPoint and MS Word with the ability to learn new software products
  • Experience with MS SQL and MS Access a plus
  • Willingness and ability to learn new skills and take on additional responsibilities
  • Ability to work overtime, as needed
  • Eligibility to be bonded
Position Requirements

Education and Experience

  • Bachelor’s degree in Accounting, Finance or related area
  • Minimum 5 years of experience in Accounting or Financial Analysis
  • CPA and/or MBA preferred
  • Working knowledge of Asset Liability management tools and concepts
  • Financial institution experience a plus
  • Cost Accounting experience a plus

Our workforce is required to be fully vaccinated for Covid-19, with only very limited exemptions for legally recognized medical reasons or sincerely held religious beliefs.

Full-Time/Part-Time Full-Time  
Close Date  
Exempt/Non-Exempt Exempt  
Location Allegacy Federal Credit Union - Headquarters  
About the Organization Do you get a thrill out of helping people realize their dreams? Do you believe that strong, personal relationships are critical to financial success? Do you want to work for an organization that has its community's best interests at heart? We do, too. That's why we work for Allegacy. Here, you'll find a challenging, rewarding career in one of the most unique entities of the financial industry. Allegacy Federal Credit Union is a place where inclusion and camaraderie thrive, and where everyone is united in their commitment to serving our members.

EOE Statement We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability status, protected veteran status or any other characteristic protected by law.  
Pay Grade 11 

This position is currently not accepting applications.

To search for an open position, please go to


Other Jobs Within Same Category
Financial Analyst in Winston-Salem, NC
Posted on: 5/16/2023
[Apply Now]

Other Jobs Within 60 Miles
Financial Center Manager I in Greensboro, NC
Posted on: 3/17/2023
[Apply Now]

Financial Center Manager I in Mt. Airy, NC
Posted on: 3/9/2023
[Apply Now]

HR Benefits/Wellness Administrator in Winston-Salem, NC
Posted on: 4/27/2023
[Apply Now]

Member Advisor in Advance, NC
Posted on: 5/23/2023
[Apply Now]

Member Advisor in Clemmons, NC
Posted on: 1/26/2023
[Apply Now]


Click here for technical assistance.