FP&A Analyst — Budgeting, Profitability & Insights

Work From Home; North Liberty (IA); On-site; USD 91,000 - 106,000; Full time

Job summary

GreenState Credit Union in Iowa seeks a financial planning and analysis professional to lead budgeting, forecasting, and profitability modeling with cross-functional collaboration. You will develop detailed financial forecasts, monitor variances, and provide insights to leadership using Power BI.

The role requires a strong accounting foundation, GAAP expertise, and 3+ years in FP&A within financial services. Flexibility for extended hours during peak periods is expected.

Qualifications

• Bachelor’s degree in finance, accounting, economics, or related field. Progress towards CPA, CFA or other relevant certifications a plus.
• Minimum three years of progressive experience in financial planning and analysis, preferably within the financial services or credit union industry.
• Hands on experience developing annual operating budgets.
• Must be able to manage multiple assignments with changing deadlines in a high‑pressure environment.
• Experience with financial modeling, planning, forecasting, and analysis skills; solid foundation in finance and GAAP accounting.
• Ability to draw important insights from analysis; understand and communicate the “story behind the numbers”.

Responsibilities

• prepares detailed financial forecasts and variance analysis.
• Monitors budget-to-actual performance and identify significant variances.
• Performs profitability modeling to analyze risk adjusted return of products, lending channels, departments, and branches.
• Compiles profitability reporting and summarizes results for stakeholders.
• Supports monthly, quarterly, and annual financial reporting processes.
• Collaborates with departments to gather input and ensure data accuracy.
• Maintains and improves financial models, tools and databases to support analysis.
• Presents financial insights to Company Leadership and Board of Directors using Power BI.

Skills

Financial planning

Financial analysis

GAAP accounting

Excel

Power BI

SQL

Forecasting

Budgeting

Cross-functional collaboration

Education

Bachelor's degree

Tools

Empyrean Solution

ProfitStars

Axiom/Syntellis

Job description

GreenState Credit Union in Iowa seeks a financial planning and analysis professional to lead budgeting, forecasting, and profitability modeling with cross-functional collaboration. You will develop detailed financial forecasts, monitor variances, and provide insights to leadership using Power BI.

The role requires a strong accounting foundation, GAAP expertise, and 3+ years in FP&A within financial services. Flexibility for extended hours during peak periods is expected.