Financial Analyst

GreenState Credit Union; North Liberty (IA); Hybrid; USD 90,593 - 105,914; Full time

Job summary

A financial services provider in North Liberty is seeking a Financial Analyst to enhance financial planning and analysis processes. The role requires a Bachelor's degree, strong analytical skills, and proficiency in Microsoft Office and Power BI. Candidates with progressive experience in budgeting and financial analysis are especially encouraged to apply. This position offers competitive salary and benefits.

Qualifications

• Minimum three years of experience in financial planning and analysis.
• Hands-on experience in developing annual operating budgets.
• Experience with financial modeling and GAAP accounting.

Responsibilities

• Prepare financial reports and analyze key performance metrics.
• Assist in the annual budgeting process and variance analysis.
• Collaborate with departments to ensure data accuracy.

Skills

Financial planning and analysis

Analytical skills

Problem-solving skills

Proficiency in Microsoft Office

Experience with Power BI

Education

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

Progress towards CPA or CFA

Tools

Power BI

SQL

Empyrean Solutions

Job description

Overview

GreenState Credit Union

Financial Analyst
US-IA-North Liberty

Job ID: 2025-4311
Type: Exempt Full-Time
# of Openings: 1
Category: Finance
Work From Home

POSITION SUMMARY: This position makes a high level of impact on a rapidly growing organization and has proven technical skills in financial planning and analysis, strong accounting background, and the ability to work crossfunctionally in a dynamic and fast paced environment.

GREENSTATE CULTURE: At GreenState, we exist to create lasting value for those we serve. We do this by putting immense value into our employees, members and communities. We empower our employees to create endless opportunities, which will then impact the lives of our members and enhance the vitality of our communities.

Salary range for this position is $90,593.36 - $105,914.12 with a progressive benefit package.

Responsibilities

ESSENTIAL DUTIES AND RESPONSIBILITIES: Performs essential duties and responsibilities in the following areas which may include but are not limited to those listed and are subject to change.

• Adheres to the Credit Union's core values and Service Standards in conducting GreenState's mission and vision.
• Demonstrates a positive member service (internal and external) focus at all times.
• Demonstrates teamwork in all interactions with coworkers and in the completion of all duties and responsibilities.
• Ensures confidentiality of member information.
• Supports a diverse and inclusive work environment.
• Assists in the preparation of the annual budgeting process, including the preparation of detailed financial forecasts and variance analysis.
• Performs credit modeling to determine CECL reserve, incorporating results and future allowance and provision estimates into forecast/budget.
• Monitors budget-to-actual performance and identify significant variances.
• Collaborates with departments to gather input and ensure data accuracy
• Maintains and improves financial models, tools and databases to support analysis.
• Prepares financial reports and analyzes key performance metrics to identify trends and variances.
• Supports monthly, quarterly, and annual financial reporting processes.
• Serves as financial liaison, providing guidance on metrics and interpretation of financial reports.
• Provides insights into profitability, cost management and operational efficiencies.
• Collaborates with Finance and Accounting to deliver financial reports and key metrics to Company Leadership and Board of Directors on a regular basis using Power BI platform.
• Prepares peer analysis reporting.
• Conducts special analyses and projects to support strategic initiatives.

Qualifications

• Bachelor’s degree in finance, accounting, economics, or related field.
• Progress towards CPA, CFA or other relevant certifications a plus.
• Minimum three years of progressive experience in financial planning and analysis, preferably within the financial services or credit union industry.
• Hands on experience developing annual operating budgets.
• Must be able to manage multiple assignments with changing deadlines in a high-pressure environment.
• Ability to coordinate and prioritize assignments and organize work efficiently for timely completion.
• Experience with financial modeling, planning, forecasting, and analysis skills; solid foundation in finance and GAAP accounting.
• Experience with Empyrean Solutions a plus
• Ability to draw important insights from analysis; understand and communicate the “story behind the numbers”.
• Strong analytical and problem-solving skills.
• Proficiency in Microsoft Office, including Excel and Word.
• Power BI and SQL experience a plus.
• Ability, availability, and willingness to work flexible hours to accomplish workload. During periods of peak demand, this may require a non-traditional workweek with extra hours including evening and/or weekend duties.
• Interpersonal skills to diplomatically deal with employees of all levels, and to represent the credit union in a positive way during member contact.
• Ability to prioritize assignments and organize work efficiently, to handle large volumes of detail.
• Ability to deal tactfully and efficiently with members and co-workers on a professional level.
• Must be bondable.

Reporting Relationship

This position reports to the Finance Manager.

Supervisory Responsibilities

This position is not responsible for the supervision of others.

Equal Opportunity Employment Statement

GreenState Credit Union is an EEO/AA Employer. We strongly encourage all individuals to apply for openings with the credit union.

Note: This description reflects the current job duties and responsibilities and is not intended to be an exhaustive list of all duties. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job.