Sr. Financial Analyst

Gesa Credit Union

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profile Job Location:

Richland, MI - USA

profile Monthly Salary: USD 83450 - 139084
Posted on: Yesterday
Vacancies: 1 Vacancy

Job Summary

Description

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:

Under the general supervision of the Finance Manager/Team Leader the Sr. Financial Analyst is responsible for providing analytical and data-driven support for departments across the Credit this role the Sr. Financial Analyst strengthens organizational decision quality by transforming complex financial information into insights that guide strategic choices and operational priorities. The position develops maintains and enhances recurring analytical processes while also contributing to ad hoc projects and crossfunctional teams as dictated by the evolving needs of the Credit Union. As a key member of the Accounting & Finance department the Sr. Financial Analyst plays a significant role in the Credit Unions strategic planning forecasting and performance monitoring efforts ensuring leadership has the financial intelligence required to make informed forwardlooking decisions.

What You Will Be Doing:

  1. Function as a team leader within the Accounting & Finance department. Represent them in projects and committees as assigned. Provide coaching on an as needed basis to support team members
  2. 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
  3. Design and maintain regular and ad hoc reports for various business units
  4. Develop metrics and processes to ensure accuracy when creating and/or maintaining analysis reports
  5. Lead 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
  6. Serve as a budget support contact for credit union management
  7. Lead the monthly ALM (Asset-Liability Management) model update processes. Maintain ALM modeling assumptions and recommend changes to improve model accuracy. Review and analyze results. Prepare and present reports for the credit unions ALCO (Asset-Liability Management Committee)
  8. Lead 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 to support teams within the credit union and the credit unions ALCO. Make strategic recommendations to drive increased profitability and performance of products and member relationships
  9. Develop and maintain an expert level of knowledge regarding the credit unions investment portfolio and credit union approved investments
  10. Lead the credit unions liquidity management processes with regards to liquidity forecasting stress-testing and reporting. Make strategic balance sheet management recommendations to improve liquidity positioning as needed
  11. Support the needs of the Credit Risk Management Team regarding credit risk monitoring program profitability and credit risk analysis
  12. Analyze trends in finance investments economics and general credit union business conditions. Provide reporting to senior management to aid in strategic decision making for the credit union
  13. Develop and maintain an expert level of knowledge regarding Gesas core operating systems Axiom software Empyrean and other business analysis software tools
  14. 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
  15. 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
  16. Attend credit union training sessions conferences and seminars as approved by the Team Leader
  17. Maintain awareness of policies and regulations related to duties and responsibilities
  18. Serve on committees as assigned

About You:

  1. Ability to maintain thorough knowledge of credit union business lines processes and products
  2. Demonstrated strong analytical quantitative and modeling skills
  3. Demonstrated strong financial modeling and analysis skills
  4. Ability to quickly grasp and adapt to changes in business models and innovative 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 member service attributes


Qualifications

What You Will Need:

  1. Bachelors Degree in a business-related field. Degree in Finance or Accounting preferred
  2. A minimum of five (5) years of experience in finance or a closely related industry. Credit union or bank experience required
  3. Strong working knowledge of Excel with the ability to quickly parse large volumes 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 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:

Richland WA: $83450.81-$139084.69

Spokane WA: $83450.81-$139084.69

*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 credit/background check.

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 ()



Required Experience:

Senior IC

DescriptionTake 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 o...
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Key Skills

  • Cognos
  • Forecasting
  • Hyperion
  • Microsoft Access
  • Pivot tables
  • Accounting
  • Analysis Skills
  • Microsoft Excel
  • Financial Analysis
  • Financial Modeling
  • Budgeting
  • Financial Planning