Financial Analyst

Paycom; Albuquerque (NM); On-site; USD 55,000 - 85,000; Full time

Job summary

U.S. Eagle is seeking a Financial Analyst to review and analyze complex financial data and support strategic planning. You will prepare analyses for profitability, risk, and budgets, and produce executive-ready narratives for the Board and departments.

You will upload data to vendor systems, support ALM/ACL modeling, generate reports, and collaborate across teams to drive accuracy and insights in a fast-paced financial services environment in Albuquerque, NM.

Qualifications

• Bachelor's degree in finance, business, economics, or accounting is required; advanced degree or designation is a plus.
• Strong analytical, decision making and problem-solving abilities.
• Advanced MS Excel knowledge is necessary.
• Ability to translate complex financial information into succinct executive narratives.
• Solid knowledge of financial and economic concepts and their application in the business environment.

Responsibilities

• Prepare and upload data to vendor systems with reconciliations.
• Assist with ALM program and ACL model administration.
• Ensure model inputs/assumptions are accurate and current.
• Prepare management reports for departments, committees, and the Board.
• Conduct analyses and reporting using multiple systems and data sets.
• Collaborate across levels to prepare recommendations on financial plans and forecasts.
• Perform peer/market comparison analyses and identify opportunities.
• Support annual budgeting and track performance to budget.
• Assist in deploying liquidity into investment portfolios and monitor risk.

Skills

Analytical ability

Excel

Decision making

Problem solving

Financial analysis

Communication

Time management

Adaptability

Software proficiency

Education

Bachelor's degree in finance, business, economics, or accounting

Advanced degree or designation (plus)

Tools

Excel

Job description

At U.S. Eagle, you can make a big impact and help us create a world where people mean more. The Financial Analyst will make a big impact by reviewing and assessing the finances of the organization by collecting, monitoring, and analyzing complex financial data. Other main duties are to prepare, study, and report on analyses in areas such as member and product profitability, asset/liability management, investments, and financial plans.Essential Functions & Responsibilities:Prepares and uploads data to vendor systems. This includes detailed reconciliations using multiple systems.Assists with administration of the credit union’s Asset/Liability Management (ALM) program and Allowance for Credit Losses (ACL) model.Ensures model assumptions, inputs, and results are accurate.Seeks to create internal efficiencies and ensures procedures are current.Prepares management reports as well as reports supplied to various departments, committees, and the Board of Directors.Performs analysis and reporting using multiple systems and data sets.Collaborates with all levels of people, both internally and externally, to gather, analyze, summarize, and prepare recommendations and reports regarding financial plans, operating forecasts, profitability and/or similar financial matters.Conducts peer/market comparison analysis and makes recommendations for identified opportunities.Actively participates in the annual budgeting process. Assists with ongoing tracking and analysis of performance to budget.Assists in the deployment of liquidity into the Credit Union's investment portfolio and completes ongoing risk monitoring of the portfolio.Performs additional duties as assigned.Experience: One (1) year of experience in financial analysis, accounting, budgeting, forecasting, cost accounting, or a related analytical field. Prior financial institution experience a plus. Relevant internships, coursework, and project experience may be considered.Education: Bachelor's degree in finance, business, economics, or accounting is required. Advanced degree or designation a plus.Interpersonal Skills: Work involves much personal contact with others inside and/or outside the organization for the purpose of first-level conflict resolution, building relationships, and soliciting cooperation. Discussions involve a higher degree of confidentiality and discretion, requiring diplomacy and tact in communication.Other Skills:Solid knowledge and comprehension of financial and economic concepts and their application in the business environment.Business writing and oral presentation skills, including the ability to translate complex financial information into succinct executive narratives.Ability to prioritize and plan work activities through efficient time management techniques.Strong analytical, decision making and problem-solving abilities.Strong desire and ability to learn and apply new skills and software applications.Position requires strong adaptability to change.Strong computer and software proficiency is required. Advanced MS Excel knowledge necessary.Strong spreadsheet management skills.Physical Requirements: The employee is regularly required to sit, use hands to finger, handle, or feel, reach with hands and arms, talk and hear. The employee is occasionally required to stand, walk, balance, stoop, kneel, or crouch. The employee must occasionally lift and/or move up to ten (10) pounds. Specific vision abilities required by this job include close and far vision, color vision, and ability to focus.Work Environment: The noise level in the office work environment is typically moderate. This position is required to be onsite in Albuquerque, NM.Work Authorization: This position is not eligible for employment visa sponsorship now or in the future. All candidates must be legally authorized to work in the United States without employer sponsorship.