Financial Analyst I

Take a leap and join our team!

At Gesa we believe in the power of our people. Coming from all walks of life our team members individual stories and unique experiences are our most valuable asset. But its how we come together igniting our collective compassion and commitment to empowering our communities that makes us succeed. Because we know we go further when we go together.

Here you can join a team who is passionate about serving others has a desire to do good and shares a deep love of people. You can engage in meaningful work that impacts your community. You can challenge yourself and grow in your career. And you can rest assured that your wellbeing and prosperity are our priority.

Get to know us:About - Gesa Credit Union

Role Summary:

As a member of the Accounting & Finance Team and under the general supervision of the Finance Manager/Team Leader the Financial Analyst will support the credit unions interest rate risk management liquidity management and revenue and expense strategies. The Financial Analyst is responsible for developing maintaining and supporting recurring analytical processes and will participate in ad hoc projects and teams as dictated by the ongoing needs of the credit union.

What You Will Be Doing:

1. Develop maintain and support accurate analytical models for evaluating benchmarking and monitoring the efficiency operations and profitably of various products services and lines of business.
2. Design and maintain regular and ad hoc reports for various business units.
3. Develop metrics and processes to ensure accuracy when creating and/or maintaining analysis reports.
4. Support the preparation of the annual credit union-wide budget and semi-annual forecasting processes by accumulating and assembling information reviewing/analyzing the budget and providing recommendations regarding the budget.
5. Serve as a budget support contact for credit union management.
6. Support the monthly ALM (Asset Liability Management) model update process. Assist with document preparation and data input and validation. Assist with report creation. Gain a working level of knowledge of ALM concepts.
7. Support the monthly processes related to managing and measuring the profitability of all aspects of the credit union including strategic business units members products and officers. Prepare reports for the credit unions ALCO.
8. Develop and maintain a working level of knowledge regarding the credit unions investment portfolio and credit union approved investments.
9. Support the credit unions liquidity management processes with regards to liquidity forecasting stress-testing and reporting.
10. Analyze trends in finance investments economic and general credit union business conditions. Provide reporting to senior management to aid in strategic decision making for the credit union.
11. Develop and maintain a working level of knowledge regarding Gesas core operating systems Axiom software and other business analysis software tools.
12. Display strong core values such as trust and dignity respect and acting in the best interest of the credit union. Lead by example by always displaying solid ethics and integrity. Control risk and operate in a safe and sound manner.
13. Maintain and protect all sensitive data utilizing the highest standard of confidentiality and professionalism. Consistently display respect for all areas of diversity and levels of knowledge.
14. Attend credit union training sessions and webinars as approved by the supervisor. Maintain awareness of policies and regulations related to duties and responsibilities.

About You:

1. Ability to maintain thorough knowledge of credit union business lines processes and products.
2. Strong analytical quantitative and modeling skills.
3. Strong financial modeling and analysis skills.
4. Ability to quickly grasp and adapt to changes in business models and new technologies.
5. Strong knowledge of troubleshooting skills techniques and tools.
6. Excellent interpersonal and listening skills.
7. Contribute to process improvement efforts.
8. Effectively communicate ideas and information verbally and in writing.
9. Ability to work jointly and successfully in a team environment.
10. Ability to display excellent customer service attributes.

What You Will Need:

1. Bachelors Degree in a business-related field. Degree in Finance or Accounting preferred.
2. One (1) to three (3) years of experience in the financial or a closely related industry. Credit Union or financial institution experience strongly desired.
3. Strong working knowledge of Excel. Ability to quickly parse large amounts of data.
4. Efficiency with standard office equipment and computer software programs utilized in required duties.
5. Some travel is required to complete credit union training attend employee meetings/events and to fulfill duties and responsibilities.

Our Team Member Value Proposition

In exchange for bringing your talent to Gesa here are a just a few of the benefits and perks we offer:

• Competitive Pay
• Medical Dental Vision and Life Insurance
• 20 days/year accrual of Paid Time Off Plus 10 Paid Holidays!
• 401(k) Match
• Incentive Program
• Tuition Assistance and Student Loan Repayment
• Commuter Benefits
• Paid Time Off to Volunteer in the Community
• Product discounts
• Engaging Work Environment
• Rewards and Recognition Programs

Full Salary Range:

$29.90-$49.83

*While our full pay range is listed most new team members typically start between the minimum and midpoint based on their experience and qualifications. This approach gives room to grow within the role as your career progresses with us!

Get wise to whats possible with a career at Gesa. Join us!

We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process to perform essential job functions and to receive other benefits and privileges of employment. Please contact the HR Department at or to request an accommodation.

Gesa Credit Union reserves the right to revise or change the job description as the need arises. This job description is not all inclusive of total job responsibilities nor does it constitute a written or implied contract of employment.

Selected candidate(s) must be able to pass a pre-employment drug screen which includes screening for all drugs considered illegal or controlled by the State(s) in which the candidate will be performing work as well as a credit/background check and a skills assessment.

Gesa Credit Union is an Equal Opportunity Employer and strong advocate of workforce diversity. Race/Color/Gender/Sexual Orientation/Gender Identity/Religion/National Origin/Disability/Veteran.

Equal Employment Opportunity ()