Finance Analyst: Asset & Liability Forecasting (Hybrid)

Oregon State Credit Union; Corvallis (OR); Hybrid; USD 68,000 - 72,000; Full time

Benefits offered by this job

100% credit-union-paid medical, dental

Vision and life insurance

Disability insurance

Dependent coverage

401k match

Flexible Spending/Health Savings Plans

Membership perks and wellness programs

Company clothing

Job summary

Oregon State Credit Union in Corvallis is seeking a Financial Specialist to join our Corporate Accounting team. You will support strategic financial decision-making, balance sheet management, forecasting, regulatory reporting, and investment analysis that contribute to our long-term financial success.

This role involves conducting research, maintaining forecasting models, supporting budgeting efforts, and providing reporting for management and regulatory agencies as an early-career finance

Qualifications

• Financial data analysis, budgeting, forecasting, interest rate analysis, financial modeling or investment portfolio analysis.
• Strong analytical thinking; manage multiple priorities with attention to detail.
• Excellent written and verbal communication; present findings clearly.
• Knowledge of financial institution regulations, internal controls, and BSA/AML/OFAC.
• Bachelor's degree and 2 years in a financial institution; Excel proficiency.

Responsibilities

• Support strategic financial decision-making and investment analysis.
• Assist with balance sheet management, forecasting, and regulatory reporting.
• Maintain forecasting models and support budgeting efforts.
• Provide reporting and analysis for management and regulatory agencies.
• Learn asset/liability management in a mission-driven organization.

Skills

Financial analysis

Forecasting

Analytical thinking

Communication

Regulatory awareness

Education

Bachelor's degree in Business Administration, Finance, Mathematics, Accounting, Economics, or related field

Tools

Excel

Microsoft Office

Financial institution software

Job description

Oregon State Credit Union in Corvallis is seeking a Financial Specialist to join our Corporate Accounting team. You will support strategic financial decision-making, balance sheet management, forecasting, regulatory reporting, and investment analysis that contribute to our long-term financial success.

This role involves conducting research, maintaining forecasting models, supporting budgeting efforts, and providing reporting for management and regulatory agencies as an early-career finance