FP&A Analyst

PSECU Pennsylvania State Employees Credit Union; Pennsylvania; Hybrid; USD 65,000 - 90,000; Full time

Job summary

PSECU Pennsylvania State Employees Credit Union is seeking an FP&A Analyst to provide valuable insights for budgeting, forecasting, and financial planning. The role collaborates with FP&A Business Partners and the Manager of FP&A to deliver analyses that inform strategic decisions across the credit union.

Responsibilities include preparing annual budgets, operating plans, and routine forecasts, plus conducting scenario analyses and business-case reviews.

Qualifications

• Proven ability to perform financial analysis, planning and forecasting.
• Experience with budgeting, variance analysis and scenario planning.
• Familiarity with ROI/NPV/IRR analyses and business case reviews.

Responsibilities

• Assist with annual budgeting, operating plans and routine forecasts with FP&A partners.
• Analyze data, prepare reports, compare actuals to plans and explain variances.
• Conduct sensitivity, scenario and what-if analyses to assess financial impact.
• Prepare financial analyses for business cases and ad hoc requests (ROI, NPV, IRR, cost savings, revenue analysis).
• Support ongoing FP&A activities and assist senior staff as needed.

Skills

Financial analysis

Forecasting

Variance analysis

Budgeting

Decision support

Education

BS Finance

FP&A Certification

Job description

Members Achieve More isn't just a tagline for us, it's part of everything we do! We're looking for passionate individuals to join our team to help us maintain that focus every day. Want to work somewhere that's remained strong for 90 years, that encourages you to learn, grow, and pursue your dreams? If yes, then read on...

The FP&A Analyst provides valuable insight into organizational financial planning and financial analysis to be used for strategic decision making. Responsible for performing business analysis, planning, forecasting, and variance analysis, and delivers recommendations to the Manager of FP&A. Provides support to the FP&A Business Partners, Manager of FP&A and the lines of business for financial analysis and planning related activities. Performs work under general supervision. Handles basic issues and problems and refers more complex issues to higher-level staff. Possesses beginning to working knowledge of subject matter.

Schedule: Monday - Friday, 8:00am -4:00pm. This position will be a hybrid model both in person and remote with minimum of onsite expectation of 40% or as needed.

In this position, you will Planning & Forecasting: Assist with preparing annual budgets, operating plans, and routine forecasts in consultation with the lines of business and FP&A Business Partners. Develop and maintain tools to assist with driver-based planning. Assist with preparing long-term financial plans to assist with strategic decision making. Financial Reporting & Analysis: Analyze data, draw conclusions, and make recommendations, contributing to informed decision making across the credit union. Prepare reporting and analysis of actual performance compared to operating plans. Assist with reviewing and explaining variances to plan and recommending adjustments to forecast as necessary. Scenario Analysis: Perform sensitivity, scenario, and what-if analysis. Assess financial impact of changes to business operations, new business opportunities, or acquisitions. Business Case Review: Prepare financial analysis of business case requests and ad hoc analyses, such as ROI, NPV, IRR, cost savings, revenue analysis, etc., to be used for decision making. Other duties as assigned.

Qualifications

BS: Finance 0 to 2 years' experience in Finance, Financial Planning & Analysis, or Accounting | Required Any equivalent combination of experience and education. | Required FP&A Certification - FP&A

About PSECU

In 1934, 22 ordinary people pooled $90 of their own money and formed PSECU, a not-for-profit credit union, to provide a better life for themselves and their families. Since then, PSECU has grown to over $8 billion in assets, more than 590,000 members, and approximately 850 employees. We’ve been recognized by several organizations for our high-quality, low-cost financial products and services, positive member experience, and commitment to helping our Members Achieve More.