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Title

Financial Analyst 

Description

Job Title: Financial Analyst

 

 

General Accountability

 

The primary purpose of this position is to assist Allegacy Federal Credit Union in living out its mission, “to help you make smart financial choices”. To achieve this goal the employee must provide outstanding service to both internal and external members. 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 customers that meets or exceeds our Service Promises
  • Exercise critical thinking to understand current processes and identify areas of opportunity
  • Support Senior Financial Analyst in maintaining the credit union’s in-house Interest Rate Risk (IRR) model
  • Work closely with Senior Financial Analyst to ensure accuracy of modeling assumptions and potential strategic actions
  • Analyze financial information and make recommendations based on best practices that are consistent with short/long term goals of the company
  • Assist with the development of budgets for the organization
  • Work on cross-functional projects and/or teams
  • Plan and monitor timelines to meet strict deadlines for internal and external reporting requirements
  • Gathers, compiles, and prepares information for routine financial reports, analysis, and presentations
  • Monitor and track key performance metrics/indicators and reporting to management, including proactively highlighting success while identifying areas of improvement with possible alternatives
  • Perform trend and variance analysis, modeling and what-if scenarios to assist in reaching strategic goals
  • Establish relationships with all areas of AFCU to be viewed as a business partner
  • Manage special project assignments as requested
  • Assist in coordination and communication with NCUA examiners and external auditors
  • Monitor and reconcile investment portfolio

Knowledge, Skills and Abilities

  • Strong analytical skills; must possess the ability to make quick decisions and use good judgment
  • 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 and work ethic
  • Must be able to manage multiple tasks concurrently
  • Must have ability to generate and analyze research data including an advanced knowledge of appropriate financial analysis techniques
  • Strong communication skills including ability to effectively express complex ideas and highly technical financial information verbally and in writing in an understandable manner
  • Must demonstrate high level skills in MS Excel, including macros
  • Database skills required
  • 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 Finance, Economics, Accounting or similar quantitative field
  • 3-5 years of experience in Financial Analysis or Accounting
  • Financial institution experience a plus
  • High proficiency in Microsoft Excel, PowerPoint, and Word
  • Strong critical thinking and communication skills with attention to detail
  • Working knowledge of Asset Liability management tools and concepts a plus
 
Full-Time/Part-Time Full-Time  
Close Date  
Exempt/Non-Exempt Exempt  
Location 023 - Allegacy - Headquarters/Westbrook  
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


This position is currently not accepting applications.

To search for an open position, please go to http://AllegacyFederalCreditUnion.appone.com



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