Financial Analyst – FP&A and Cost

FCCU Career; United States; On-site; USD 70,000 - 95,000; Full time

Benefits offered by this job

Medical, dental and vision insurance

Short-term and long-term disability

Company-paid life insurance

Generous paid time off

401(k) plan with strong match

Health and Wellness Program

Employee Activity Club

Job summary

First Community Credit Union is seeking a Financial Analyst to assist with financial planning, budgeting, forecasting, liquidity management, ALM and investment strategy. The role includes cost studies, profitability analyses, and peer comparisons to drive automation and insights.

The ideal candidate will have a bachelor’s degree in accounting, finance, economics, or a related field and 3–5 years of FP&A or related experience; financial institution experience is preferred but not required, with

Qualifications

• 3–5 years of FP&A, cost or managerial accounting, treasury/ALM, or public accounting.
• Bachelor's degree in accounting, finance, economics, or a related field.
• Financial institution experience preferred but not required.
• Certifications (CPA, CMA, CFA, FRM, MBA) or advanced degrees valued but not required.

Responsibilities

• Assist with financial planning and analysis and cost, including budgeting, forecasting, liquidity, ALM, and investment strategy.
• Prepare analyses combining accounting information with management input.
• Conduct cost studies and analyze product, branch, and channel profitability and member impacts.
• Build and maintain budget models; produce liquidity monitoring reports; conduct profitability analysis and trend/peer comparisons.

Skills

FP&A

Cost accounting

Treasury/ALM

Public accounting

Critical Thinking

Integrity

Planning & Organization

Education

Bachelor's degree in accounting/finance/economics

Job description

If you are a job seeker with a disability and require a reasonable accommodation to apply for one of our jobs, you will find the contact information to request the appropriate accommodation by visiting the following our Accessibility Accomodation for Applicants page.

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.