Financial Analyst — FP&A & Data-Driven Insights

Citadel Credit Union; Exton (PA); On-site; USD 70,000 - 90,000; Full time

Job summary

Citadel Credit Union in Exton, PA is seeking a Financial Analyst to join the Finance team. This role reports to the VP of FP&A and is responsible for month-end financial reporting and loan loss allowance calculations, with involvement across marketing investment analysis and new product evaluation.

This position suits a curious, analytical, and detail-oriented professional who can handle large data sets and produce actionable insights to influence business decisions and leadership reviews.

Qualifications

• At least three plus years of experience in financial analysis, business analysis, consulting, investment banking, or equivalent experience in consulting, investment banking, credit card, banking and other financial institutions.
• Superior proficiency with Excel.
• Firm grasp of financial theory and basic economics.

Responsibilities

• Perform financial forecasting, reporting, and operational metrics tracking
• Analyze financial data and create financial models for decision support
• Perform product and segment financial analysis
• Report on financial performance and prepare for regular leadership reviews
• Analyze past results, perform variance analysis, identify trends, and make recommendations for improvements
• Support all business lines for marketing investment analysis, new product evaluation etc.
• Work closely with the accounting team to ensure accurate financial reporting
• Evaluate financial performance by comparing and analyzing actual results with plans and forecasts
• Perform monthly product yield, delinquency, and cash flow analysis.
• Provide monthly dealer participation analysis.
• Manage Collections reporting including Daily Delinquency Reporting, Loan Modifications review, monthly collections reporting etc.
• Provide jeopardy loan analysis for monthly allowance for loan loss workbook.
• Provide support for NCUA quarterly 5300 and compliance reporting.
• Prepares month-end financial analysis and reporting and updates financial dashboard, scorecards, and monthly reporting deck.
• Assist with adhoc financial analysis and data requests.
• Other duties as assigned.

Skills

Financial analysis

Forecasting

Data analysis

Communication

Problem solving

Education

Bachelor's degree in Finance

Concentration in Finance or Statistics

Tools

Excel

Job description

Citadel Credit Union in Exton, PA is seeking a Financial Analyst to join the Finance team. This role reports to the VP of FP&A and is responsible for month-end financial reporting and loan loss allowance calculations, with involvement across marketing investment analysis and new product evaluation.

This position suits a curious, analytical, and detail-oriented professional who can handle large data sets and produce actionable insights to influence business decisions and leadership reviews.