Finance Specialist - Forecasting & Analysis (Hybrid)

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

Benefits offered by this job

Health insurance

Dental coverage

Vision coverage

401k match

Paid time off

Paid holidays

Flexible Spending

Job summary

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

The role emphasizes asset/liability management, financial research, and budgeting within a mission-driven credit union. A Bachelor’s degree is required and 0–2 years of experience is preferred, with strong Excel and MS Office skills.

Qualifications

• Demonstrated ability to analyze financial data, identify trends, and develop meaningful recommendations.
• Advanced proficiency in Microsoft Office, particularly Excel.

Responsibilities

• Support budgeting, forecasting, and reporting for management and regulators.
• Maintain forecasting models and contribute to strategic planning.
• Perform analytical and technical financial functions independently and with the finance team.

Skills

Financial Analysis

Forecasting

Analytical Thinking

Communication

Regulatory Compliance

Excel Proficiency

Education

Bachelor’s degree in Business Administration/Finance/Math/Accounting/Economics

Tools

Microsoft Office

Financial institution software

Job description

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

The role emphasizes asset/liability management, financial research, and budgeting within a mission-driven credit union. A Bachelor’s degree is required and 0–2 years of experience is preferred, with strong Excel and MS Office skills.