Financial Analyst

GreenState Insurance Services LLC; North Liberty (IA); Hybrid; USD 91,000 - 106,000; Full time

Benefits offered by this job

Progressive benefits package

Job summary

GreenState Credit Union in North Liberty, IA seeks a Financial Planning & Analysis professional who will influence a rapidly growing organization through advanced budgeting, forecasting, and profitability analysis. The role requires strong accounting background and cross-functional collaboration, with hands-on experience in financial modeling and Power BI.

You will partner with departments, deliver regular financial reports to leadership and the board, and help optimize costs while supporting

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.
• Experience with financial modeling, planning, forecasting, and analysis skills; solid foundation in finance and GAAP accounting.
• Experience with budgeting software (ProfitStars, Axiom/Syntellis, etc.) a plus.

Responsibilities

• Assists in the preparation of the annual budgeting process, including the preparation of detailed financial forecasts and variance analysis.
• Monitors budget-to-actual performance and identify significant variances.
• Performs profitability modeling to analyze the risk adjusted return of differing products, lending channels, departments, and branches.
• Compiles and analyzes profitability reporting and summarizes results for stakeholders across the organization.
• 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.

Skills

Financial modeling

Budgeting

Forecasting

Variance analysis

Cross-functional collaboration

Analytical thinking

Education

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

Progress towards CPA/CFA

Tools

Power BI

SQL

Excel

Job description

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 cross-functionally in a dynamic and fast paced environment.

GREENSTATE CULTURE:

At GreenState,ourpurpose is to create lasting value for our members, our communities, and one another. We empower our teams to create opportunities that strengthen financial well‑being, transform lives, and enhance the vitality of the communities we serve. We know our success—now and in the future—is deeply rooted in fostering an engaging, diverse, and inclusive workplace where everyone knows they matter, their work makes an impact, and their everyday commitment to living our values is what brings our mission to life.

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

Essential Duties and Responsibilities

• 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.
• Monitors budget-to-actual performance and identify significant variances.
• Performs profitability modeling to analyze the risk adjusted return of differing products, lending channels, departments, and branches.
• Compiles and analyzes profitability reporting and summarizes results for stakeholders across the organization.
• Helps support the funds transfer pricing and credit risk analysis that is included within the profitability modeling.
• Creates and maintains procedures and documentation supporting the budgeting and profitability modeling process.
• 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.

Job Requirements/Expectations

• 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 Solution or other financial institution budgeting and profitability software (ProfitStars, Axiom/Syntellis, etc.) 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, job will 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. #LI #ID