Lead Quantitative Analyst

UNFCU; New York (NY); Hybrid; USD 125,000 - 150,000; Full time

Job summary

UNFCU is seeking a senior quantitative professional to develop and maintain advanced financial models and data-driven analyses supporting balance sheet management, capital planning, stress testing, and CECL modeling. The role requires translating complex data into actionable insights for strategic decision-making, risk management, and regulatory reporting.

You will lead design and validation of models, scenarios, forecasting methods, and governance of data flows into Finance, collaborating with

Qualifications

• Bachelor's degree in a quantitative discipline.
• 7–10 years of experience in financial/quantitative analysis or data analytics.
• Strong SQL skills to query, manipulate, validate, and reconcile data from multiple sources.
• Experience with software implementations, system upgrades, UAT, or business requirements gathering.

Responsibilities

• Develop and maintain sophisticated financial, statistical, and quantitative analyses to support decision-making.
• Create financial models, forecasts, scenarios, and sensitivity analyses for management decisions.
• Analyze financial performance, liquidity, capital, risk, and profitability metrics.
• Support data governance, validation, and reconciliation across source systems and ledgers.

Skills

Quantitative analysis

SQL

Financial analysis

Data analytics

Financial systems

Business intelligence

Excel

Problem solving

Attention to detail

Education

Bachelor's degree in Finance, Economics, Mathematics, Statistics, Data Analytics, Computer Science, or related field

Tools

SQL databases

Data warehouses

BI tools

Job description

Why join this team

Develop, maintain, and enhance quantitative frameworks supporting balance sheet management, enterprise capital planning, stress testing, and Current Expected Credit Loss (CECL) modeling as we mature as a Tier 1 Credit Union exceeding $10 billion in total assets. Translate complex financial, economic, and member-level data into actionable insights that support strategic decision-making, risk management, forecasting, and regulatory requirements. Lead the design and validation of quantitative models, scenario analyses, forecasting methodologies, and data-driven processes used to assess capital adequacy, credit risk, earning performance, and balance sheet resilience under a range of economic conditions. Ensure the integrity, transparency, and effective governance of key analytical processes while strengthening UNFCU's capabilities to meet the increased regulatory, risk-management, and reporting expectations. Serve as a subject-matter expert and internal owner for the integrity of data flowing into Finance, while partnering with technology and business stakeholders to ensure systems produce reliable and controlled results.

Why join this team

Develop, maintain, and enhance quantitative frameworks supporting balance sheet management, enterprise capital planning, stress testing, and Current Expected Credit Loss (CECL) modeling as we mature as a Tier 1 Credit Union exceeding $10 billion in total assets. Translate complex financial, economic, and member-level data into actionable insights that support strategic decision-making, risk management, forecasting, and regulatory requirements. Lead the design and validation of quantitative models, scenario analyses, forecasting methodologies, and data-driven processes used to assess capital adequacy, credit risk, earning performance, and balance sheet resilience under a range of economic conditions. Ensure the integrity, transparency, and effective governance of key analytical processes while strengthening UNFCU's capabilities to meet the increased regulatory, risk-management, and reporting expectations. Serve as a subject-matter expert and internal owner for the integrity of data flowing into Finance, while partnering with technology and business stakeholders to ensure systems produce reliable and controlled results.

This position is hybrid/remote.

NYC Salary Range - $125,000 - $150,000 annually; compensation is commensurate to geographic location.

What You'll Do

Regardless of seniority or role, uphold UNFCU's mission, core values, and guiding principles by providing an exceptional service experience to colleagues and members alike through consistent demonstration of our service excellence behaviors.

Financial & Quantitative Analysis

• Develop and maintain sophisticated financial, statistical, and quantitative analyses supporting strategic and operational decision-making.
• Develop financial models, forecasts, scenarios, sensitivity analyses, and quantitative tools to support management decisions.
• Analyze financial performance, trends, forecasts, budgets, liquidity, capital, interest rate risk, profitability, and other key financial metrics.

Enterprise Data Quality & Quality Control

• Establish and maintain data quality standards, validation procedures, and control frameworks for financial and operational data.
• Develop automated and manual data quality checks to identify missing, inaccurate, inconsistent, duplicated, or anomalous data.
• Establish data validation rules and reconciliation processes between source systems, the general ledger, data warehouses, reporting platforms, and other downstream systems.
• Investigate data discrepancies, determine root causes, and coordinate corrective actions with appropriate business and technology teams.
• Establish documentation around data lineage, data definitions, calculations, transformations, and ownership.
• Partner with business units to establish consistent definitions for critical financial and operational data elements.
• Maintain appropriate evidence and documentation to support internal controls, audits, examinations, and regulatory requirements.

Finance Systems & Software Oversight

• Serve as the Finance primary business owner and subject-matter expert for software applications and systems that impact the department.
• Participate in requirements gathering, system design, testing, implementation, and post-implementation validation.
• Develop and execute user acceptance testing (UAT) plans for Finance-related systems and system changes.
• Perform additional responsibilities as assigned.
• Ensure compliance with federal and state laws and regulations and UNFCU's Code of Ethics & Business Conduct.

What We're Seeking

• Bachelor's degree in Finance, Accounting, Economics, Mathematics, Statistics, Data Analytics, Computer Science, Information Systems, or a related quantitative discipline
• 7-10 years of experience in financial analysis, quantitative analysis, data analytics, financial systems, business intelligence, or a related field
• Strong understanding of financial statements, accounting concepts, financial reporting, and financial data
• Strong SQL skills and the ability to query, manipulate, validate, and reconcile data from multiple sources
• Experience with software implementations, system upgrades, UAT, or business requirements gathering

What Makes You Stand Out

• Strong quantitative and financial skills with a deep understanding of data architecture, business systems, reporting environments, data validation, process controls, and software implementation
• Advanced proficiency with Microsoft Excel, including complex formulas, pivot tables, data analysis, and financial modeling
• Experience working with databases, data warehouses, reporting platforms, or business intelligence tools
• Strong analytical and problem-solving skills with exceptional attention to detail
• Ability to understand complex systems and translate technical issues into business and financial implications

Who We Are

UNFCU is a global not-for-profit financial institution that serves the UN community. We are committed to providing peace of mind to our members and colleagues and strive to achieve service excellence in all that we do. The best part of UNFCU is the people. Those that choose to work with us often find personal fulfillment, professional growth and a purposeful culture.

UNFCU is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. UNFCU prohibits discrimination and harassment of any type. All applicants will be considered for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by country, federal, state or local laws.