Senior Financial Analyst

Allegacy; North Carolina; On-site; USD 80,000 - 110,000; Full time

Job summary

Allegacy is seeking a Finance Analyst to perform financial, statistical and asset/liability management functions, including complex budgeting and reporting for management and the board.

The role requires analytical rigor, advanced Excel and SQL skills, and the ability to develop budgets, analyze profitability, and provide decision-ready insights to leadership.

Qualifications

• Demonstrate analytical and financial modeling skills with ability to prepare materials and presentations.
• Strong knowledge of budget planning, expense monitoring, cash flow and financial management operations.
• Ability to prepare financial reports for management and board.
• Experience with data mining or statistical analysis is a plus.
• Willingness to handle multiple tasks in a dynamic environment with tight deadlines.

Responsibilities

• Deliver service analyses and recommendations to support short/long term goals.
• Analyze financial information and provide budgetary and profitability insights.
• Prepare departmental income statements using cost accounting methodologies.
• Monitor key performance metrics and report findings to management.
• Collaborate with cost center owners on budgeting, variance analysis and profitability.

Skills

Analytical skills

Financial modeling

Budget planning

Cash flow management

MS Excel (macros)

MS PowerPoint

MS Word

MS SQL

MS Access

Tools

MS Excel

MS PowerPoint

MS Word

MS SQL

MS Access

Job description

Description

At Allegacy, our roots run deep — anchored in a longstanding commitment to doing right by our members and the communities we serve. Every role within our organization plays a vital part in nurturing the relationships that make that promise real. As a member of our team, you'll be empowered to live out our brand every day, building meaningful connections that support the financial wellbeing of those who count on us most.

There’s a common thread that runs through all of us. It’s our commitment to doing right and our promise to members to always do the right thing for their wellbeing. Every employee in our organization is accountable to living out our brand in meaningful ways as our promise motivates our beliefs, our behaviors, and the benefits we share together. In order to achieve this state of success, this position conducts financial, statistical, analytical and asset/liability management functions and performs complex budgetary functions.

Specific Accountabilities

• Deliver outstanding service to both internal and external service that meets or exceeds our Service Promises.
• Analyze financial information and make recommendations based on best practices that are consistent with short/long term goals of the company
• Provide specialized subject matter expertise in most complex budgetary and accounting functions
• Perform trend analysis, modeling and what-if scenarios to assist in reaching strategic goals
• Assist cost center owners with developing budgets for the organization, including assisting with share and loan projections, revenue targets, and operating expense analysis
• Partner with managers of the credit union on budgetary variance analysis and profitability analysis to ensure financial solvency and accountability
• Provide information to management by assembling and summarizing data; preparing reports; making presentations of findings, analyses, and recommendations
• Build strong alliances with cost center owners, assisting them in gaining a full understanding of financial positions of their respective areas
• Prepare and analyze departmental income statements utilizing cost accounting process/methodologies
• Analyze performance and profitability of deposit and loan products
• Apply data mining techniques to unstructured data as needed
• Monitor and track key performance metrics/indicators and report to management, including proactively highlighting success while identifying areas of improvement with possible alternatives
• Conduct financial, statistical, and analytical studies
• Prepare financial reports for management and board
• Manage special project assignments as requested

Knowledge, Skills and Abilities

• Demonstrate analytical and financial modeling skills with ability to prepare materials and presentations that communicate meaningful data and analysis
• Demonstrate strong knowledge of budget planning, expense monitoring, cash flow and financial management operations
• Strong analytical skills; must possess the ability to make quick decisions, strong attention to detail and commitment to tight deadlines
• Must be a self-starter who can work with minimal supervision, with the expectation of working as a motivated and cooperative team member
• Must possess a high sense of urgency, judgment and work ethic
• Must be able to manage multiple tasks concurrently, in a dynamic environment with tight deadlines
• Excellent PC skills with a thorough knowledge of MS Excel (including macros), MS PowerPoint and MS Word with the ability to learn new software products
• Experience with MS SQL and MS Access a plus
• Willingness and ability to learn new skills and take on additional responsibilities
• Ability to work overtime, as needed
• Eligibility to be bonded