Financial Planning and Analysis Associate

Allegacy Federal Credit Union; Frontis (NC); Vor Ort; USD 70.000 - 95.000; Vollzeit

Zusammenfassung

Allegacy Federal Credit Union is seeking a Senior Financial Analyst to assist in budgeting, financial modeling, and risk assessment. You will support the IRR model, analyze data, and prepare insightful reports for management.

The role requires strong Excel skills, advanced financial analysis, and the ability to work across departments to drive strategic decisions. The position emphasizes accuracy in modeling, timely reporting, and effective communication of complex financial information to

Qualifikationen

• Strong analytical skills and ability to make quick, sound judgments.
• Self-starter with minimal supervision and team collaboration.
• High sense of urgency and strong work ethic.
• Ability to manage multiple tasks concurrently.
• Proficient in advanced financial analysis techniques.

Aufgaben

• Deliver outstanding service to internal and external customers meeting Service Promises.
• Exercise critical thinking to understand current processes and identify opportunities.
• Support Senior Financial Analyst in maintaining the IRR model.
• Work with Senior Financial Analyst to ensure modeling accuracy and strategic actions.
• Analyze financial information and recommend actions aligned with company goals.
• Assist with development of budgets for the organization.
• Participate in cross-functional projects or teams.
• Plan and monitor timelines to meet reporting deadlines.
• Prepare information for routine financial reports and presentations.
• Monitor and report key performance metrics to management.
• Perform trend and variance analyses and what-if scenarios.
• Build relationships with all areas to act as a business partner.
• Lead special projects as requested.
• Coordinate with NCUA examiners and external auditors.
• Monitor and reconcile investment portfolio.

Kenntnisse

Analytical skills

Self-starter

Strong work ethic

Multitasking

Financial analysis

Excel macros

Database skills

Communication skills

Learning mindset

Overtime availability

Bond eligibility

Tools

Excel

Jobbeschreibung

Description

General Accountability

The primary purpose of this position is to assist Allegacy Financial in living out its mission, “to help you make smart financial choices”. To achieve this goal the employee must provide outstanding service to both internal and external members. This position conducts financial, statistical, analytical, and asset/liability management functions and performs complex budgetary functions.

Specific Accountabilities

• Deliver outstanding service to both internal and external customers that meets or exceeds our Service Promises
• Exercise critical thinking to understand current processes and identify areas of opportunity
• Support Senior Financial Analyst in maintaining the credit union’s in-house Interest Rate Risk (IRR) model
• Work closely with Senior Financial Analyst to ensure accuracy of modeling assumptions and potential strategic actions
• Analyze financial information and make recommendations based on best practices that are consistent with short/long term goals of the company
• Assist with the development of budgets for the organization
• Work on cross-functional projects and/or teams
• Plan and monitor timelines to meet strict deadlines for internal and external reporting requirements
• Gathers, compiles, and prepares information for routine financial reports, analysis, and presentations
• Monitor and track key performance metrics/indicators and reporting to management, including proactively highlighting success while identifying areas of improvement with possible alternatives
• Perform trend and variance analysis, modeling and what-if scenarios to assist in reaching strategic goals
• Establish relationships with all areas of Allegacy Financial to be viewed as a business partner
• Manage special project assignments as requested
• Assist in coordination and communication with NCUA examiners and external auditors
• Monitor and reconcile investment portfolio

Knowledge, Skills and Abilities

• Strong analytical skills; must possess the ability to make quick decisions and use good judgment
• Must be a self-starter who can work with minimal supervision, with the expectation of working as a motivated and cooperative team member
• Must possess a high sense of urgency and work ethic
• Must be able to manage multiple tasks concurrently
• Must have ability to generate and analyze research data including an advanced knowledge of appropriate financial analysis techniques
• Strong communication skills including ability to effectively express complex ideas and highly technical financial information verbally and in writing in an understandable manner
• Must demonstrate high level skills in MS Excel, including macros
• Database skills required
• Willingness and ability to learn new skills and take on additional responsibilities
• Ability to work overtime as needed
• Eligibility to be bonded