Financial Specialist

Socket.dev; Corvallis (OR); Hybrid; USD 68,000 - 72,000; Full time

Benefits offered by this job

Healthcare coverage

401k match

Paid vacation & holidays

Hybrid work

Job summary

Oregon State Credit Union in Corvallis is seeking a detail-oriented Financial Specialist to join our Corporate Finance team. You will support forecasting, budgeting, regulatory reporting and investment analysis to drive long-term financial success.

The role involves independent and collaborative work to maintain forecasting models, conduct research, and provide reporting for management and regulatory agencies, with opportunities to expand expertise in A/L management and investments.

Qualifications

• Bachelor’s degree in business, finance, math, accounting or economics required.
• 0–2 years experience in financial institution or related finance industry preferred.
• Advanced proficiency in Microsoft Office, especially Excel.

Responsibilities

• Support forecasting, budgeting, regulatory reporting and investment analysis.
• Maintain forecasting models and provide reporting for management and regulators.
• Assist with asset/liability management and financial analysis initiatives.

Skills

Financial Analysis & Forecasting

Analytical Thinking

Communication & Collaboration

Regulatory Compliance

Excel Proficiency

Education

Bachelor’s degree

Tools

Excel

Job description

With a strong reputation of integrity, unsurpassed service, and member focus,Oregon State Credit Union is one of the most respected credit unions in the Northwest. We are a passionate team committed to our vision of creating financial solutions that make lives better, and we’re seeking a detail-oriented and analytical Financial Specialist to join our Corporate Finance team. In this role, you will help support strategic financial decision-making, balance sheet management, forecasting, regulatory reporting, and investment analysis that contribute to the Credit Union’s long-term financial success.

As the Financial Specialist, you will work independently and collaboratively with the finance team to perform analytical and technical financial functions, conduct research, maintain forecasting models, support budgeting efforts, and provide reporting and analysis for management and regulatory agencies. This is an excellent opportunity for an early-career finance professional looking to expand their expertise in asset/liability management, investments, forecasting, and financial analysis within a mission-driven organization.

What you will need to be successful:

• Financial Analysis & Forecasting: Demonstrated ability to analyze financial data, identify trends, and develop meaningful recommendations. Experience with budgeting, forecasting, interest rate analysis, financial modeling, or investment portfolio analysis is highly desirable. Ability to maintain historical data and support strategic planning through analytical reporting.
• Analytical & Problem-Solving Skills:Strong analytical thinking with the ability to research complex issues, evaluate alternatives, and develop sound solutions. Ability to manage multiple priorities, work independently, meet deadlines, and maintain exceptional attention to detail.
• Communication & Collaboration:Excellent written and verbal communication skills with the ability to effectively interact with colleagues, vendors, and leadership. Ability to present findings clearly and contribute positively within a team environment while maintaining strong organizational relationships.
• Regulatory Compliance & Risk Awareness:Knowledge of financial institution regulations, reporting requirements, and internal controls. Ability to ensure compliance with credit union policies and applicable regulations, including BSA/AML/OFAC requirements, while maintaining confidentiality and accuracy.
• Experience & Education:Bachelor’s degree in Business Administration, Finance, Mathematics, Accounting, Economics, or a related field required. Zero to two years of experience in a financial institution or related finance industry required; experience involving lending, investments, or financial analysis preferred. Advanced proficiency in Microsoft Office, particularly Excel, preferred. Experience with financial forecasting, budgeting, reporting, or financial institution software is a plus.

Ways we’ll appreciate you:

• A collaborative and positive workplace culture
• Initial and on-going support, training and mentorship with promotion opportunities
• Competitive wages, bonuses, paid holidays and paid time off
• 100% credit-union-paid employee coverage for medical, dental, vision, life and disability insurance; dependent coverage also available
• 401k Plan with an amazingly generous credit union match!
• Tax-saving Flexible Spending and Health Savings Plans
• Premier membership perks, loan discounts, company clothing, wellness and recognition programs, and more!

Since it began in 1954, Oregon State Credit Union has been a member-owned, not-for-profit financial services institution. We exist for the benefit of our member-owners, and not to profit from them. That’s what makes us different from banks and how we’re able to create financial solutions that make lives better.

Location: 4800 SW Research Way, Corvallis
Work type: Full-time, Exempt, Hybrid
Compensation: $68,104k – 71,887k/year DOE + Bonus

Oregon State Credit Union is an equal opportunity employer, including veterans and individuals with disabilities.

The information above provides the general nature of work performed in this position and outlines primary qualifications. The successful candidate must be able to demonstrate that they have the legal right to work in the US and pass a background screening to the satisfaction of Oregon State Credit Union.