Senior Financial Analyst

Quorum Federal Credit Union; Northern (KY); Hybrid; USD 94,000 - 114,000; Full time

Benefits offered by this job

Health insurance

401k match

PTO

Wellness stipend

Remote-friendly

Job summary

Quorum Federal Credit Union is seeking a Senior Financial Analyst to partner with the Finance Manager in FP&A, balance sheet management, liquidity, treasury support, and strategic decision support. This role blends financial acumen with automation and BI to enhance forecasting and efficiency.

The successful candidate will bring bank or credit union finance experience, strong analytical abilities, and a track record of building models, reports, and management dashboards to inform leadership.

Qualifications

• Bachelor's degree in Finance, Accounting, or related field.
• 4+ years in bank or credit union finance (FP&A, treasury, ALM, liquidity, profitability, or related).
• Experience building financial models, forecasts, budgets, and management reports.
• Strong analytical and storytelling skills to translate data into insights.
• Ability to manage multiple priorities and meet deadlines in a fast-paced setting.
• Advanced Excel with modeling and data analysis; familiarity with financial systems and reporting platforms.

Responsibilities

• Lead FP&A, balance sheet management, liquidity analysis, and treasury support.
• Develop forecasts, long-range plans, dashboards, and forecasting tools for exec decision-making.
• Leverage BI tools, automation, and AI to improve forecasting, reporting, and efficiency.
• Support risk management, ROI analysis, and profitability analysis for investments.
• Ensure GAAP compliance and internal controls; maintain policies and procedures.
• Partner with leaders across the organization to deliver insights and strengthen financial performance.

Skills

FP&A

Financial modeling

Treasury

ALM

Data analytics

Power BI

SQL

Python

Automation

ERP systems

Education

Bachelor's degree in Finance/Accounting

Tools

Power BI

SQL

Power Platform

AI tools

Copilot

Python

Tableau

Job description

At Quorum Federal Credit Union, we are a cutting-edge credit union that operates as a technology company, delivering innovative financial solutions to our members. As a remote organization, we thrive on collaboration and recognize outstanding performance. We are the ideal workplace for self-motivated individuals who are committed to organizational success and eager to join a dynamic team of professionals. We stand out as a best-in-class employer, offering a unique and supportive work environment that fosters personal and professional growth. Our culture is built on valuing teamwork, recognizing achievements, and providing the tools and resources needed to excel. If you are looking for a place where you can make a meaningful impact, enjoy a flexible and fulfilling work experience, and be part of a forward-thinking team, Quorum Federal Credit Union is the perfect fit for you.

How You’ll Make an Impact

The Senior Financial Analyst partners with the Finance Manager to support the credit union’s financial management activities, including financial planning and analysis (FP&A), balance sheet management, liquidity analysis, treasury support, risk management, and strategic decision support. This role combines strong financial acumen with a continuous improvement mindset, leveraging modern analytics, automation, and business intelligence tools to enhance forecasting, operational efficiency, and organizational performance. The position serves as a key business partner across the organization, transforming financial data into actionable insights that support executive decision-making.

The successful candidate will bring experience from a bank or credit union environment and possess the curiosity and adaptability to help modernize finance processes, embrace emerging technologies, and deliver meaningful business insights that support strategic decision-making.

What You’ll Be Doing

• Financial Planning and Analysis:Facilitatethe development and consolidation of forecasts and long-range financial plans.Analyze variances and provide clear, actionable recommendations to business leaders.Partner with department leaders to evaluate assumptions and improve financial predictability. Develop financial models, management reporting packages, dashboards, and forecasting tools that support executive decision-making and organizational growth.
• Data & Technology Enablement / AI Utilization:Leverage financial systems, business intelligence tools, automation solutions, and emerging AI technologies to enhance forecasting, reporting, and decision-making. Identify opportunities to improve efficiency through automation, workflow optimization, dashboard development, and enhanced data analytics capabilities. Support the adoption of modern finance technologies, including Power BI, SQL, Power Platform, AI-assisted analytics tools, and related solutions
• Balance Sheet & Treasury Management: Support balance sheet management activities, including liquidity monitoring, cash flow analysis, investment portfolio reporting, and financial forecasting. Assist with interest rate risk analysis, scenario modeling, and asset/liability management initiatives. Provide recurring and ad hoc analysis to guide financial performance and capital allocation.
• Risk Management: Support enterprise risk management activities through financial analysis, risk reporting, and periodic risk assessment processes. Partner with business leaders to identify and evaluate financial and operational risks and support mitigation planning.Investment, ROI & Profitability Analysis: Evaluate and support business investments through ROI modeling, cost-benefit analysis, and ongoing performance tracking, while delivering product-level profitability insights to inform pricing, growth, and strategic decision-making.
• Reporting, Controls & Compliance:Perform general ledger analysis,reconciliation, and ensure integrity of financial data.Maintain and update financial policies, procedures, and internal controls.Ensure compliance with GAAP, regulatory requirements, and internal standards.
• Stakeholder Engagement:Partner with leaders across the organization to deliver financial insights and recommendations.Communicate complex financial concepts clearly to non-financial stakeholders.Promote a collaborative, service-oriented work environment.
• Continuous Improvement & Industry Awareness:Stay informed of industry trends, regulatory changes, and emerging technologies.Identify opportunities to improve processes, reporting capabilities, and financial performance.
• Ensures adherence to company policies and procedures and Banking/Credit Union Regulations.
• Performs additional duties as required.

What You Bring to the Team

• Bachelor’s degree in Finance, Accounting, or related field.
• 4+ years of experience within a bank or credit union finance organization, including exposure to FP&A, treasury, ALM, liquidity management, profitability analysis, financial reporting, or related disciplines.
• Demonstrated experience developing financial models, forecasts, budgets, management reporting, and business performance analysis.
• Strong analytical, critical thinking, problem-solving, and financial modeling skills with the ability to translate complex data into actionable business insights.
• Ability to manage multiple priorities independently adapt to changing business needs and consistently meet deadlines in a fast-paced environment.
• High level of integrity, professionalism, accountability and attention to detail.
• Advanced proficiency in Excel; including financial modeling and data analysis; working knowledge of financial systems, data management tools, and reporting platforms.
• Experience leveraging technology to improve financial analysis, reporting, forecasting, or process efficiency.
• Experience with business intelligence, analytics, automation, or reporting tools such as Power BI, Tableau, SQL, Python, Power Platform, Copilot, or similar technologies.
• Experience leveraging technology to improve financial analysis, forecasting, reporting, or process efficiency.
• Demonstrated curiosity and willingness to adopt emerging technologies, automation solutions, and AI-assisted tools to enhance decision-making and operational efficiency.
• Strong communication and relationship-building skills, with the ability to effectively present financial insights and recommendations to leaders and cross-functional stakeholders.

Where You Can Work

Candidates must reside within the United States. We are not able to consider applicants who reside in Montana, Nebraska, Rhode Island, or Puerto Rico.

Quorum's opportunities are based in the U.S., and U.S. work authorization is required. We are not able to provide current or future sponsorship.

Compensation & Rewards

Compensation for this role is $94,300 - $114,300 per year with the potential for discretionary incentive compensation based on both company and individual performance.

Benefits That Support You

• Excellent health insurance packages with a Health Reimbursement Account option
• Life, AD&D, Short-Term Disability and Travel Insurance
• 401k plan with company match dollar for dollar up to 6 percent*
• Generous time‑off policy with paid time off (PTO),volunteer time off (VTO), birthday PTO, and company‑observed holidays
• Monthly stipend for wellness activities and mental health*
• Pet Benefits, including insurance, discounts, “pawternity” PTO day, and more
• Bonus/commission plan for qualifying roles
• PTO purchase and sell‑back programs
• Rewards and peer recognition programs
• Trust‑based, outcome‑oriented remote work environment for most roles

*After 6 months of service

Interview Process & AI Usage

We embrace technology and are enthusiastic about the role AI can play in helping people work more effectively. We recognize that candidates may use AI tools to prepare for opportunities, research organizations, or refine application materials. During interviews and assessments, however, we are most interested in understanding your own experiences, judgment, problem-solving approach, and communication style. Please be prepared to discuss your work, decisions, accomplishments, and thought process in your own words. We look forward to getting to know the person behind the application.

• Quorum is an Equal Employment Opportunity employer. Qualified applicants will be considered for employment without regard to race, color, religion, gender, sexual orientation, national origin, age, marital status, protected veteran status, or disability status.
• Quorum will make reasonable accommodations in compliance with the Americans with Disabilities Act of 1990. Reasonable accommodations are available upon request for applicants and/or employees with qualifying disabilities throughout the application and employment process.
• Qualified Applicants with arrest or conviction records will be considered for employment in accordance with all applicable federal, state, city and local laws, rules, and regulations.
• This job description in no way states or implies that these are the only duties to be performed by the employee(s) incumbent in this position. Employee(s) will be required to follow any other job‑related instructions and to perform any other job‑related duties requested by any person authorized to give instructions or assignments. The company reserves the sole right and discretion to make changes to this job description.
• Each employee is required to uphold the Credit Union’s compliance with all policies, procedures, and required regulations including the Bank Secrecy Act and our Anti-Money Laundering policy.
• This document does not create an employment contract, implied or otherwise, other than an “at‑will” relationship.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
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.