Senior Financial Analyst

Allegacy Financial; Winston-Salem (NC); On-site; USD 65,000 - 90,000; Full time

Job summary

Allegacy Financial is seeking a detail-oriented analyst to conduct financial, statistical, analytical and asset/liability management functions, and perform complex budgetary work.

The role involves trend analysis, budgeting support, and reporting to leadership, with a focus on profitability and solvency. Advanced Excel and SQL skills are required, along with the ability to present findings clearly to management.

Qualifications

• Proven ability to analyze financial data and create actionable insights.
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Responsibilities

• Deliver outstanding service to internal and external stakeholders and meet service promises.

Skills

Financial modeling

Budget planning

MS Excel

MS PowerPoint

MS Word

MS Access

SQL

Data analysis

What-if analysis

Attention to detail

Tools

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.

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