Supports short- and long-term financial forecasting, as well as ongoing monthly financial reporting and analysis.
Analyzes balance sheet, income statement, and key performance metrics, and monitors loan, deposit, and liquidity trends to support management decision-making.
Advances the use of deposit analytics software to maximize capabilities and deliver insights that drive balance sheet management and strategic planning.
Assists in the interest rate risk (IRR) modeling process by collaborating internally and externally with our vendor to generate timely output to inform balance sheet strategy.
Builds working knowledge of Credit Union data architecture, including data flows and transformations, and cross-trains on existing reporting to ensure continuity and coverage.

Requirements

A Bachelor’s degree in Accounting, Finance, Economics, Mathematics, or Data Analytics is preferred
3+ years of extensive experience in financial analysis and data analysis required
Advanced skills using Microsoft Excel, SQL Server, Python, and other various business analytics programs and tools
Proven ability to be a technical leader and assist others in their growth and development
Excellent verbal, written, telephone and interpersonal communication skills and must possess a strong service orientation

Benefits

Competitive base salary
Annual bonus plan
Exceptional benefits package

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

financial forecastingfinancial reportingfinancial analysisdata analysisinterest rate risk modelingdeposit analyticsdata architecturedata flowstransformationskey performance metrics

Soft Skills

technical leadershipgrowth and development assistanceverbal communicationwritten communicationinterpersonal communicationservice orientation

Certifications

Bachelor’s degree in AccountingBachelor’s degree in FinanceBachelor’s degree in EconomicsBachelor’s degree in MathematicsBachelor’s degree in Data Analytics