Share Email Opening Title Financial Analyst  Open Date 3/11/2024   Close Date   Location Albany, OR (Administrative Offices)   Full-Time/Part-Time Full-Time   Salary $64,000.00 - $75,000.00 - DOE   Exempt/Non-Exempt Exempt   Description CENTRAL WILLAMETTE CREDIT UNION CORPORATE CULTURE STATEMENT Respect. Integrity. Ethics. Compassion. Humor. At our Credit Union these five core values aren’t just words on a wall, they are our daily way of life. Our purpose is to build local loyalty, connect to community and make life easier for those we serve. To accomplish this, we hire team members who demonstrate a strong desire to serve others, who embrace change, who are eager to learn and who enjoy a good laugh. POSITION PURPOSE As a member of the Leadership Team this position is responsible for providing valuable insights, information, ideas, and expert opinions necessary to support the strategic direction and business plan objectives. Responsible for conducting financial and strategic analyses in support of product, delivery channel and member growth initiatives and activities. Performs quantitative and qualitative analytics to generate insights that support decision making and drive critical outcomes. This role evaluates opportunities related to product lines, member relationships, delivery channels, pricing, and member value. Acts in a consulting capacity to perform interpretive analysis and provide support for financial decisions. ESSENTIAL FUNCTIONS AND RESPONSIBILITIES Develop and deliver product, member, channel, profitability and relationship/engagement metrics, analyses, reports, and recommendations necessary to meet strategic and operational objectives. Leverage marketplace analysis along with internal data to identify and recommend trends and opportunities to achieve credit union’s goals. Generate, interpret and report financial data, projections, and cost analysis relative to current financial developments/trends, organizational financial policies/plans, and significant organizational developments, as they relate to multi-year margin, return, and capital needs. Prepare and present in board and management Asset Liability Committee (ALCO) meetings, including gathering and compiling monthly financial statements, pricing, product structure, margins. Participation in decisions affecting rates, product volumes levels, etc. Collaborate effectively with agile, multi-disciplinary teams to champion analytics driven decisions. Influence the strategic roadmap of the various products through insights from quantitative and qualitative analysis. Work with internal resources including leadership to provide key performance data related to products, channels, pricing, profitability, and members. Provide support to the Capital Planning and Stress Testing process and function. Build out forecasting models to help project deposit balances as well as loan originations. Build out pricing analytics capabilities to aid with pricing decisions for all products. Generate creative, action-oriented insights into key business drivers and understand current market, industry, and member trends. Champion data driven decision making across key stakeholder teams and internal/external partners, and advocate for members and their needs. Present analytical findings to peers, product teams and executive leadership. Provide ad hoc modelling and financial data, including member research, delivery channels, market sizing, economic analysis, statistical analysis, and competitive research to support various projects, product/service recommendations and strategic initiatives. Work with leadership on product roadmaps by generating critical insights about our members through quantitative analytics and translating those insights into impactful business actions. Design and conduct quantitative analytics that drive requirements, use cases that influence initiatives during development and post-launch. Create and share metrics and analytics to indicate success. Identify and leverage informed and current best practice in analytical techniques from industry peers to stay current with and ahead of trends. Act as an effective team member and communicate effectively at all levels of the organization. Be a visible supporter of the Credit Union’s community involvement by volunteering for events and activities that enrich the communities of the central Willamette Valley. Cooperate and work with co-workers as a team member Performs all responsibilities in accordance with CW Values, compliance, regulatory and Information Protection requirements Attend training and comply with CWCU policies and procedures as well as applicable State and Federal regulations. Performs additional duties as assigned.   Position Requirements QUALIFICATIONS Ability to plan, organize and implement multiple projects in a timely manager. Ability to work independently, and as a team member, while using discretion in decision making and sound judgement in problem solving. Must demonstrate strong communication skills, both written and verbal. Must demonstrate ability to design, implement and maintain financial management programs, plans and initiatives. Ability to collect pertinent data, establish facts and draw valid conclusions, as well as formulate ideas and recommendations. Excellent interpersonal, problem solving and presentation skills to effectively attack problems, communicate with management, staff, and outside contacts. Effective communication skills to disseminate information to the wider organization in a relevant and contextual manner. Demonstrated ability to take a broad perspective and approach to determining objectives and methodologies to critical assignments. High level of expertise in the use of personal computers in a networked environment with excellent spreadsheet, database, analysis, and word processing experience required. EDUCATION/EXPERIENCE REQUIREMENTS Bachelor’s degree in finance, economics or related discipline required, or equivalent experience required. Minimum 3 years of experience in an analytics role. Experience and proficiency in data analytics, financial modeling, and statistics. Experience working in financial services industry preferred. PHYSICAL REQUIREMENTS Full-time hours required, with additional hours as necessary to accomplish objectives, goals, and projects. Ability to sit or stand within proximity of a computer terminal for extended periods. Vision (or corrected) to the normal range.   About the Organization At Central Willamette Credit Union we are laser-focused on building a stronger financial future for each of our members and we're particularly passionate about making the communities of the Willamette Valley even better places to live, work and play. We do this by training our sales and service team members to become Financial Advocates who work tirelessly to improve our members' financial lives. And we don't stop there. We are fanatical supporters of the non-profit organizations that create the fabric of the communities we call home. You'll regularly see us sponsoring and volunteering for events with the Boys and Girls Clubs, SafeHaven Humane Society, The United Way, The Center Against Rape and Domestic Violence (CARDV), and the Albany Public Schools Foundation just to name a few. Our team members are encouraged to give of their time and talents as servant leaders, furthering our quest to make the world a more just and caring place. Our team members enjoy competitive pay with opportunities to earn incentives, a full range of benefits, and a comfortable environment where input is valued and hard work is both recognized and rewarded. Thank you for considering Central Willamette and we hope to meet you soon.   EOE Statement We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law.   This position is currently not accepting applications. 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