Financial Specialist - Forecasting, Analysis & Compliance

Socket.dev; Corvallis (OR); On-site; 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

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.