Financial Planning and Analysis Analyst - Endwell, NY

Visions Federal Credit Union; Endwell (NY); On-site; USD 39,000 - 44,000; Full time

Benefits offered by this job

Pension plan

401(k) with employer match

Excellent health benefits

PTO, VTO, WTO

10+ paid holidays

LSA stipend

Job summary

Visions Federal Credit Union is seeking a detail-oriented Financial Planning and Analysis Analyst to support budgeting, forecasting, financial reporting, and strategic analysis. The role focuses on balance sheet management, liquidity planning, and key organizational decisions, with a compensation range of $28.00/hr to $32.00/hr.

This on-site position at our Endwell, NY corporate headquarters emphasizes collaboration with Finance leadership and business partners to deliver timely, accurate

Qualifications

• Associate's degree in finance, accounting, business plus 1–3 years of relevant experience; 3–5 years may be considered in lieu of a degree.
• High level of proficiency in Microsoft Excel, including detailed financial models and data analysis.
• Proficiency with Microsoft Office programs and standard office technology.
• Strong analytical, organizational, time management, and communication skills.

Responsibilities

• Maintain and support financial budgeting models, including assumptions documentation, scenario analysis, and variance reporting.
• Partner with business leaders and Finance leadership to gather budget inputs, answer budgeting questions, and support timely, accurate planning processes.
• Prepare financial analysis related to income statement performance, balance sheet trends, liquidity, investments, and funding strategies.
• Develop reports, analysis, and materials for ALCO, executive leadership, and internal committees.
• Collaborate with Deposit Strategy and other internal partners to support deposit initiatives, pricing strategies, and growth scenarios.
• Support liquidity stress testing and provide backup support for ALM modeling and reporting.

Skills

Excel proficiency

Financial analysis

Data analysis

Communication

Time management

Organizational skills

Education

Associate's degree in finance/accounting/business

Bachelor's degree preferred

Tools

Microsoft Excel

Microsoft Office

Job description

WHO WE ARE

We're in the business of people helping people, and you can help us make an impact on our members' lives and in your community. Whether it's helping a member make a transaction, buy their first home, or improve their financial wellness one step at a time - you have an impact on their lives just by working here, no matter what your position may be.

Work with us - and be part of something bigger than banking.

In exchange for your time and talents, we offer generous benefits, including:

• Retirement benefits - pension plan, 401(k) with employer match
• Excellent health benefits - medical, dental, vision, and supplemental coverage
• Flexible Paid Time Off (PTO), Volunteer Time Off (VTO), and Wellness Time Off (WTO)
• 10+ paid holidays per year
• Lifestyle Spending Account (LSA) stipend for wellness, caregiving, or personal expenses such as student loan repayment and tuition reimbursement
• Employee recognition program ...and more!

At Visions, we do, and will continue to, treat all of our employees fairly and with complete respect, and we strive to celebrate the diversity of our employees.

ABOUT THE POSITION

Title of Position: Financial Planning and Analysis Analyst

Position Overview: Visions Federal Credit Union is seeking a detail-oriented Financial Planning and Analysis Analyst to support budgeting, forecasting, financial reporting, and strategic analysis. In this role, you will help provide forward-looking financial insights that support balance sheet management, liquidity planning, deposit strategy, and key organizational decisions.

Compensation Range: $28.00/hr. - $ 32.00/hr. *Hiring rates may be dependent on a number of factors, including years of directly related work experience, education, geographic location or special skills*

Location: On-site at our Corporate Headquarters in Endwell, NY.

What You'll Do

• Maintain and support financial budgeting models, including assumptions documentation, scenario analysis, and variance reporting.
• Partner with business leaders and Finance leadership to gather budget inputs, answer budgeting questions, and support timely, accurate planning processes.
• Prepare financial analysis related to income statement performance, balance sheet trends, liquidity, investments, and funding strategies.
• Develop reports, analysis, and materials for ALCO, executive leadership, and internal committees.
• Collaborate with Deposit Strategy and other internal partners to support deposit initiatives, pricing strategies, and growth scenarios.
• Support liquidity stress testing and provide backup support for ALM modeling and reporting.

What Success Looks Like

• Budget models, reports, and analysis are accurate, timely, and clearly documented.
• Finance leadership and business partners have reliable insights to support planning, forecasting, and decision-making.
• Analysis helps identify trends, risks, opportunities, and the financial impact of key balance sheet and liquidity decisions.
• Internal partners experience responsive support, clear communication, and strong collaboration.

What We're Looking For

• Associate's degree in finance, accounting, business, or a related field, plus 1-3 years of relevant experience; 3-5 years of relevant experience may be considered in lieu of a degree.
• High level of proficiency in Microsoft Excel, including the ability to work with detailed financial models and data analysis.
• Proficiency with Microsoft Office programs and standard office technology.
• Strong analytical, organizational, time management, and communication skills.

Preferred Qualifications

• Bachelor's degree, experience with derivative instruments, and advanced Excel modeling experience are preferred.

At this time, Visions Federal Credit Union will not sponsor a new applicant for employment authorization or offer any immigration related support for this position.

MISSION AND VALUES

Our mission is to MAKE VISIONS MATTER.

• To our members, we will provide value and relevance.
• To our employees, we will be a premier organization and provide opportunities for career advancement.
• To our community, we will be a leader and provide a positive impact.

At Visions, we're an organization with Integrity that builds Community, provides exceptional Service to all, and continually strives to earn your Trust.

We make Visions matter. You can, too. #ClaimYourSeat

If you have any questions, please contact the Talent Team directly at 800.242.2120, ext. 10501 or by emailing us at [e-mail].

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

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.