FP&A Financial Analyst: Budgeting, Profitability & BI

GreenState Insurance Services LLC; North Liberty (IA); Hybrid; USD 91,000 - 106,000; Full time

Benefits offered by this job

Progressive benefits package

Job summary

GreenState Credit Union in North Liberty, IA seeks a Financial Planning & Analysis professional who will influence a rapidly growing organization through advanced budgeting, forecasting, and profitability analysis. The role requires strong accounting background and cross-functional collaboration, with hands-on experience in financial modeling and Power BI.

You will partner with departments, deliver regular financial reports to leadership and the board, and help optimize costs while supporting

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.
• Experience with budgeting software (ProfitStars, Axiom/Syntellis, etc.) a plus.

Responsibilities

• Assists in the preparation of the annual budgeting process, including the preparation of detailed financial forecasts and variance analysis.
• Monitors budget-to-actual performance and identify significant variances.
• Performs profitability modeling to analyze the risk adjusted return of differing products, lending channels, departments, and branches.
• Compiles and analyzes profitability reporting and summarizes results for stakeholders across the organization.
• Collaborates with departments to gather input and ensure data accuracy.
• Maintains and improves financial models, tools and databases to support analysis.
• Prepares financial reports and analyzes key performance metrics to identify trends and variances.
• Supports monthly, quarterly, and annual financial reporting processes.
• Serves as financial liaison, providing guidance on metrics and interpretation of financial reports.
• Provides insights into profitability, cost management and operational efficiencies.
• Collaborates with Finance and Accounting to deliver financial reports and key metrics to Company Leadership and Board of Directors on a regular basis using Power BI platform.
• Prepares peer analysis reporting.
• Conducts special analyses and projects to support strategic initiatives.

Skills

Financial modeling

Budgeting

Forecasting

Variance analysis

Cross-functional collaboration

Analytical thinking

Education

Bachelor’s degree in finance, accounting, economics, or related field

Progress towards CPA/CFA

Tools

Power BI

SQL

Excel

Job description

GreenState Credit Union in North Liberty, IA seeks a Financial Planning & Analysis professional who will influence a rapidly growing organization through advanced budgeting, forecasting, and profitability analysis. The role requires strong accounting background and cross-functional collaboration, with hands-on experience in financial modeling and Power BI.

You will partner with departments, deliver regular financial reports to leadership and the board, and help optimize costs while supporting