Emerging Financial Analyst: Cash Flow & Budgeting

Security Credit Union; Holly, Northern (MI, KY); Hybrid; USD 55,000 - 85,000; Full time

Job summary

Paylocity is seeking a Finance Analyst to manage and improve financial performance through rigorous cash flow, ALM and budgeting analysis. You will support forecasting and prepare insightful reports, dashboards, and trend analyses for decision makers.

Ideal candidates have 1–3 years in financial services or related fields, and hold a Bachelor's degree in Finance or a related discipline. Strong Excel skills and attention to detail are essential for success.

Qualifications

• Bachelor's degree in Finance or related field.
• 1–3 years of financial services experience with emphasis on finance.
• Proficiency in financial modeling and reporting.

Responsibilities

• Analyze cash flow and Asset Liability Management (ALM) data.
• Assess branch performance and rate of return comparisons.
• Support budgeting processes and month-end financial reporting.
• Prepare forecasts and analyze trends in sales and financial conditions.
• Compile reports, graphs, and charts from data in systems.

Skills

Financial analysis

ALM

Budgeting

Forecasting

Education

Bachelor's degree in Finance

Tools

Excel

Job description

Paylocity is seeking a Finance Analyst to manage and improve financial performance through rigorous cash flow, ALM and budgeting analysis. You will support forecasting and prepare insightful reports, dashboards, and trend analyses for decision makers.

Ideal candidates have 1–3 years in financial services or related fields, and hold a Bachelor's degree in Finance or a related discipline. Strong Excel skills and attention to detail are essential for success.