Senior Financial Analyst

Role Overview

Serve as a strategic financial consultant to assigned business units by developing a deep understanding of their operations, goals, opportunities, and challenges. Lead increasingly complex financial and data analysis, budgeting and forecasting support, business case development, and reporting or visualization of financial information.

What You Will Do

Translate financial results and performance metrics into clear insights and actionable recommendations; challenge assumptions and help leaders evaluate alternatives, risks, and tradeoffs. Collaborate with senior leadership on large-scope projects, pricing and profitability decisions, and strategic initiatives.

Why It Might Be a Fit

We empower our team members to make decisions and drive initiatives that help our Members achieve their financial goals. Your ideas and contributions are valued and encouraged.

Requirements

• Bachelor’s degree in business, accounting, finance, data science related field
• Five (5) years of experience working in Finance/Accounting or three (3) years of financial analyst experience at a Financial Institution.
• Expertise in financial services and financial concepts, including working knowledge of advanced or complex accounting principles, cost accounting, budgeting and forecasting, profitability analysis, and asset liability management concepts.
• Ability to perform a variety of complex tasks, exercise sound judgment, and develop practical recommendations for work that is complex in nature.
• Strong analytical, critical-thinking, and problem-solving abilities, with knowledge of data-mining tools and techniques, including Monarch and SQL.
• Skilled in financial modeling, budgeting and forecasting tools, data visualization, and financial technologies, with an expert understanding of Microsoft Excel.
• Excellent written and verbal communication, interviewing, active listening, consultation, and presentation skills.
• Ability to build trusted relationships with business leaders, ask insightful questions, influence decisions, constructively challenge assumptions, and adapt communication for financial and non-financial audiences.
• Strong organizational and time-management skills, with the ability to establish priorities, work independently with minimal supervision, collaborate effectively in a team environment, and maintain meticulous attention to detail.

Benefits

• Comprehensive medical, dental, and vision insurance plans
• 5% 401k employer match
• Paid family and sick leave
• Vacation and sick time accruals
• Childcare reimbursement
• Tuition and student loan debt assistance
• Pet insurance