Senior Financial Analyst

Centra Credit Union; Columbus (OH); On-site; USD 85,000 - 120,000; Full time

Benefits offered by this job

Benefits package

Interpreting differential

Job summary

Centra Credit Union in Columbus, IN seeks a Senior Financial Analyst to support financial reporting, including regulatory submissions, and provide actionable insights to management on risk and performance. The role partners with Finance and other teams to advance initiatives and optimize profitability across the organization.

The position offers a comprehensive benefits package and opportunities for growth within a financially solid credit union.

Qualifications

• Bachelor's Degree in Related Field.
• Three to five years of similar or related experience.
• Experience with financial reporting and budgeting preferred.
• Regulatory reporting experience (Call Report, CECL) is a plus.

Responsibilities

• Prepares weekly/monthly/quarterly financial performance analyses for management review.
• Gathers peer data to analyze performance and inform pricing actions.
• Assesses financial risk and communicates impact of initiatives with stakeholders.
• Supports profitability measurement across branches, cost centers, products and members.
• Assists with regulatory reporting (Call Report, CECL) and quarterly submissions.
• Supports the annual budgeting process with cross-organizational collaboration.

Skills

Financial analysis

Regulatory reporting

Budgeting

Pricing actions

Profitability analysis

Data gathering

Communication

Education

Bachelor's Degree in Related Field

3-5 years related experience

Tools

Excel

SQL

Power BI

Job description

Thank you for your interest in a career with Centra. A career at Centra Credit Union is more than a job; it is an opportunity to make a meaningful impact in our Members’ financial lives and our communities. Centra was established in 1940 and is headquartered in Columbus, Indiana. Centra is ranked among the largest credit unions in Indiana and among the most financially sound institutions in the United States. Centra serves Membership throughout central and southern Indiana as well as other areas like Jamestown, NY, and Whitakers, NC. Centra Team Members enjoy excellent benefits, an atmosphere that fosters family and work-life integration, a heritage of strong values, a high level of Team Member engagement in the achievement of results, and the opportunity for growth with the Centra Family. Credit Unions are Not for Profit, Not for Charity, But for Service. If these are the things that matter to you then please read on, we look forward to hearing from you.

Centra Credit Union has an exciting opportunity for a Senior Financial Analyst in Columbus, Indiana. The Senior Financial Analyst is responsible for supporting financial reporting, including regulatory reporting for the Credit Union. This position provides informed advice to management regarding financial risk and performance. The position will play a role in internal projects which require financial analysis and will be expected to advance initiatives within the Finance area.

At Centra, we approach compensation with care and integrity, ensuring our pay practices reflect local markets while honoring our commitment to our Team Members. Compensation is just one part of our total rewards approach. Eligible positions also offer a comprehensive benefits package designed to support you and your family.

Spanish/English interpreters may be eligible for an interpreting differential.

Essential Functions: This position may be required to perform additional duties as requested. Reasonable accommodations may be made to enable individuals with disabilities to perform.

• Prepares weekly/monthly/quarterly financial performance analyses. Gathers and aggregates financial information for review by Director Finance. Distributes reviewed analyses to other relevant members of management and Centra Team, using experience and knowledge to place findings of the analysis in appropriate context.
• Works with internal partners to gather peer data for the purposes of analyzing performance and evaluating proper pricing actions
• Supports the Director Finance in assessments of financial risk to the organization of various strategies and potential new initiatives; collaborating with third-party partners, other Team Members and Management to convey impact.
• Supports profitability measurement across all levels (branch, cost center, product, & Member).
• Assists with regulatory reporting, including the Call Report, CECL, Public Funds, and Blanket Collateral quarterly submissions.
• Supports the annual budgeting process, collaborating with Team Members across the organization to project financial performance.

EDUCATION & EXPERIENCE - (EQUIVALENT COMBINATION OF EDUCATION & EXPERIENCE WILL BE CONSIDERED):

• Bachelor's Degree in Related Field

• Three years to five years of similar or related experience, including preparatory experience.

Centra is an Equal Opportunity Employer

Education

Required

• Bachelors or better

Preferred

• 3-5 years related experience or better
• Equivalent combination education & experience or better

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.