Financial Analyst

Heartland Credit Union; Madison (WI); On-site; USD 65,000 - 90,000; Full time

Job summary

Heartland Credit Union in Madison, WI seeks a Financial Analyst to join the Finance team. You will support financial planning systems, coordinate modeling activities, and provide insights to guide strategic decisions.

You’ll work closely with the CFO analyzing data, preparing reports, and ensuring accuracy across ALM, CECL, and budgeting processes while collaborating with internal teams and external vendors. This role emphasizes confidentiality and sound financial practices.

Qualifications

• Bachelor's degree in finance, accounting, economics, or related field (or equivalent experience).
• Minimum of 3 years' experience with financial systems, analysis, or related processes.
• Experience in a credit union, bank, or financial institution preferred.
• Familiarity with financial planning, budgeting, forecasting, ALM, or CECL processes preferred.

Responsibilities

• Administer financial planning, budgeting, forecasting, ALM, and CECL systems.
• Coordinate financial forecasts, model runs, reports, and analyses.
• Ensure data accuracy and strong internal controls.
• Collaborate with vendors for system updates and support.
• Support liquidity, capital adequacy, interest rate risk, and credit loss reporting.
• Prepare financial reports and presentations for executive leadership and boards.
• Coordinate model validations and regulatory examinations with CFO.
• Contribute to strategic planning and special projects.

Skills

Analytical thinking

Detail-oriented

Communication of findings

Education

Bachelor's degree in finance, accounting, economics, or related field

Tools

Microsoft Excel

Financial reporting software

Job description

Are you analytical, detail-oriented, and passionate about using financial data to drive business decisions?

Heartland Credit Union is looking for a Financial Analyst to join our Finance team!

In this role, you’ll play an important part in supporting the credit union’s financial health and long-term success. Working closely with our Chief Financial Officer (CFO), you’ll help manage financial planning systems, coordinate financial modeling activities, and provide valuable insights that support strategic decisions.

This is a great opportunity for someone who enjoys working with financial technology, analyzing complex information, and collaborating with others to make a meaningful impact.

What You’ll Be Doing

• Manage Financial Systems: Serve as a key administrator for financial planning, budgeting, forecasting, asset-liability management (ALM), and current expected credit losses (CECL) systems.
• Support Financial Planning: Coordinate financial forecasts, model runs, reporting processes, and financial analysis to support the credit union’s goals.
• Ensure Data Accuracy: Monitor financial data for completeness, accuracy, and consistency while maintaining strong internal controls and documented procedures.
• Collaborate with Vendors: Work with third-party service providers to coordinate system updates, enhancements, configurations, and technical support.
• Support Risk Management: Assist with financial modeling and reporting related to liquidity, capital adequacy, interest rate risk, and credit losses.
• Prepare Financial Reporting: Support the development of financial reports and presentations for executive leadership, ALCO, Board committees, and the Board of Directors.
• Maintain Compliance and Controls: Coordinate model validations, independent reviews, audits, and regulatory examination requests in partnership with the CFO.
• Contribute to Strategic Decisions: Assist with business case evaluations, financial impact assessments, strategic planning initiatives, and special projects.

What We’re Looking For

Education & Experience

• Bachelor’s degree in finance, accounting, economics, or a related field, or equivalent experience.
• Minimum of 3 years of experience working with or overseeing financial systems, financial analysis, or related financial processes.
• Experience in a credit union, bank, or other financial institution preferred.
• Familiarity with financial planning, budgeting, forecasting, ALM, or CECL processes preferred.

Knowledge, Skills & Abilities

• Strong analytical, problem-solving, and critical-thinking skills.
• Proficiency with Microsoft Excel and financial reporting or analytical software.
• Ability to interpret financial information and communicate findings clearly.
• Strong organizational skills with exceptional attention to detail.
• Ability to manage multiple priorities and meet established deadlines.
• Experience coordinating with software vendors or third-party service providers.
• Understanding of financial controls, data integrity, and documentation practices.
• Ability to work independently while collaborating effectively with leadership and other departments.
• Commitment to confidentiality, accuracy, and sound financial practices.

If you have any questions, contact:

Heartland Credit Union

c/o Olena Tripke

5325 High Crossing Blvd, Madison, WI 53718