Financial Analyst – FP&A and Cost

First Community Credit Union; Houston (TX); On-site; USD 75,000 - 95,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

Disability Coverage

Life Insurance

Generous PTO

401(k) Match

Wellness Program

Employee Activities Club

Job summary

First Community Credit Union in Houston, TX is seeking a Financial Analyst to support financial planning and analysis, cost management, budgeting, forecasting, liquidity management, ALM and investment strategy. You will prepare analyses combining accounting data with management input.

The role involves cost studies for member products and profitability analysis across products, branches, and channels, with emphasis on driving automation and reporting improvements.

Qualifications

• Bachelor’s degree in accounting, finance, economics, or a related field.
• Three to five years of experience in FP&A, cost or managerial accounting, treasury/ALM, or public accounting.
• Financial institution experience is preferred but not required

Responsibilities

• Assist with FP&A, budgeting and forecasting, liquidity, ALM, and investment strategy.
• Perform cost studies and analyze profitability by product, branch and channel.
• Prepare liquidity monitoring reports and drive automation; conduct ratio, trend and peer analyses.

Skills

Critical Thinking

Integrity

Planning & Organization

Education

Bachelor's degree in Finance or related field

Job description

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Financial Analyst – FP&A and Cost

Locations

Showing 1 location

Houston, TX 77095, USA

• Accounting
• Full-Time

Description

First Community is seeking a Financial Analyst in order to assist with financial planning and analysis and cost, including budgeting, forecasting, liquidity, asset/liability management (ALM), and investment strategy, by preparing analyses that combine accounting information with input from management.

Performs cost studies for member products and analyzes product, branch, and channel profitability and member impacts.

Duties include budgeting and forecasting to build and maintain budget models. Liquidity, ALM and investments to prepare liquidity monitoring reports. Cost studies and profitability in order to analyze profitability and trends, along with analysis and reporting to drive automation and perform special studies including ratio, trend and peer comparisons.

A bachelor's degree in accounting, finance, economics or a related field is required with a minimum of three years of experience in FP&A, cost or managerial accounting, treasury/ALM or public accounting.

Financial institution experience is preferred but not required.

Minimum Qualifications:

Education

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

Experience

• Three to five years of experience in FP&A, cost or managerial accounting, treasury/ALM, or public accounting.
• Financial institution experience is preferred but not required

Preferred Certifications

• Certifications and advanced degrees (e.g., CPA, CMA, CFA, FRM, MBA, or master’s in accounting or finance) are valued but none are required

Join the First Community Credit Union Team

First Community Credit Union is seeking talented professionals to join our growing team across 14 branch locations and corporate offices serving the Houston, Dallas/Fort Worth, San Antonio, and Austin markets. As a progressive financial institution with more than $3 billion in assets and over 190,000 members, we are committed to delivering exceptional service while investing in the growth and success of our employees.

We offer a comprehensive benefits package designed to support your financial, physical, and personal well-being, including:

• Medical, dental, and vision insurance
• Short-term and long-term disability coverage
• Company-paid life insurance
• Generous paid time off
• 401(k) plan with an exceptional company match
• Health and Wellness Program
• Employee Activity Club

Founded more than 70 years ago serving employees of Spring Branch Independent School District, First Community has grown into one of Texas' leading credit unions, serving members across 41 counties while remaining committed to our core philosophy of People Helping People. We combine innovative digital banking solutions with personalized service, providing our members access to industry-leading online and mobile banking tools, enhanced security features, and a full range of financial products and services.

At First Community, you'll find opportunities to grow your career, make a meaningful impact in the communities we serve, and work alongside a team that values collaboration, innovation, and member service.

Join us and become part of an organization that's making a difference in the lives of our members every day.

Qualifications

Skills

Preferred

Critical Thinking Expert

Integrity Expert

Expert

Planning and Organization Expert

Education

Required

Bachelors or better in Finance or related field.

Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.