Senior Financial Analyst

Columbia Credit Union; Vancouver (WA); On-site; USD 93,000 - 100,000; Full time

Benefits offered by this job

401(k) with 100% match up to 6%

Back Office Incentive opportunities

$200/ month opt out

Generous paid time off, holidays, sick

Job summary

Columbia Credit Union in the Pacific Northwest is seeking a Senior Financial Analyst to drive financial strategy, balance sheet performance, budgeting, and forecasting while partnering with senior leaders on high-impact decisions. The role will lead the Asset/Liability Management (ALM) program, oversee profitability analysis, funds transfer pricing, and budgeting systems.

You will develop forecasts, deliver performance reporting, and present insights to senior leadership.

Qualifications

• Bachelor's degree in Accounting or related field required.
• 3 years of Budget Creation experience.
• 3 years of Financial Data Analytics experience.
• Advanced Microsoft Excel skills including Pivot Tables, Power Pivot, VLOOKUP/XLOOKUP, and financial modeling.

Responsibilities

• Help lead and maintain the Asset/Liability Management (ALM) program and financial models.
• Manage profitability analysis, funds transfer pricing, and budgeting systems.
• Develop financial forecasts, trend analyses, and performance reporting.
• Present insights and recommendations to senior leadership.
• Support mortgage lock desk operations, derivative accounting, and investment reporting.
• Conduct variance analysis, financial research, and special projects.
• Partner with BI teams to improve data quality, reporting, and profitability metrics.

Skills

Excel Advanced

Asset Management Intermediate

Education

Bachelor's degree in Accounting or related field

Tools

Oracle databases

Job description

• On-site
• Finance
• Full-Time
• Requisition #: SENIO002342

Description

Put your financial analysis skills to work helping drive informed decisions and support member success at an award-winning credit union.

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Why Join Columbia Credit Union?

At Columbia Credit Union, we're more than a financial institution, we're a mission-driven organization committed to Making Life Better for our employees, members, and communities. With $2.5 billion in assets and 100,000+ members, we've been recognized as a top employer and community partner across the Pacific Northwest.

As a Senior Financial Analyst, you'll play a key role in guiding financial strategy, balance sheet performance, profitability analysis, budgeting, and forecasting while partnering with senior leaders on high-impact business decisions.

• Earning potential: $93,000.00 - $100,000.00/year
• Incentives: Eligible for Back Office Incentive opportunities
• $200/ month opt out
• 401(k) with 100% match up to 6% contribution
• Generous paid time off, paid holidays, sick leave, and extended sick leave
• Tuition Reimbursement

Hybrid work opportunity after successful onsite training (Vancouver, WA/Portland, OR area residents only)

• Help lead and maintain the credit union's Asset/Liability Management (ALM) program and financial models
• Manage profitability analysis, funds transfer pricing, and budgeting systems
• Develop financial forecasts, trend analyses, and performance reporting
• Present insights and recommendations to senior leadership
• Support mortgage lock desk operations, derivative accounting, and investment reporting
• Conduct variance analysis, financial research, and special projects
• Partner with Business Intelligence teams to improve data quality, reporting, and profitability metrics
• Maintain and optimize Axiom Planning & Profitability systems
• Bachelor's degree in Finance, Accounting, Economics, Business, or a related field
• Minimum three (3) years’ experience in financial data analytics: producing, parsing, organizing and reviewing data analytics for accuracy/trend/forecasting.
• Minimum three (3) years’ experience with budgets: creating enterprise-wide budgets including data gathering, inputs and quality control.
• Advanced Microsoft Excel skills, including Pivot Tables, Power Pivot, VLOOKUP/XLOOKUP, and financial modeling
• Experience analyzing financial data, identifying trends, and presenting recommendations
• Strong analytical, problem-solving, and communication skills
• Ability to work independently and manage multiple prioritie
• Prefer experience in the following areas:
  • Moderate to advanced skills with Asset/Liability management theory and its’ implications for a financial institution.
  • Prior experience with internal funds transfer pricing, organizational profitability and product profitability.
  • Prior experience with Oracle databases
  • Prior experience with mortgage derivatives

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Applicants must be authorized to work for ANY employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.

Equal Opportunity Employer/AA

Must be 18 or older to apply

Qualifications

Skills

Required

Excel Advanced

Preferred

Asset Management Intermediate

Behaviors

Required

Dedicated : Devoted to a task or purpose with loyalty or integrity

Enthusiastic : Shows intense and eager enjoyment and interest

Detail Oriented : Capable of carrying out a given task with all details necessary to get the task done well

Team Player : Works well as a member of a group

Functional Expert : Considered a thought leader on a subject

Education

Required

Bachelors or better in Accounting or related field.

Experience

Required

3 years: Budget Creation

3 years: Financial Data Analytics

Equal Opportunity Employer/Protected Veterans/Individuals with DisabilitiesThis 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.