Senior Financial Analyst: Budgeting & Data Insights

Allegacy Federal Credit Union; Frontis (NC); On-site; USD 70,000 - 110,000; Full time

Job summary

Allegacy Federal Credit Union in North Carolina seeks a senior financial analyst to lead budgeting, forecasting and asset/liability management functions. You will analyze financial information, prepare reports for management and the board, and provide data-driven recommendations to improve profitability and solvency.

Candidates should be proficient in MS Excel (macros), PowerPoint and Access, with experience in SQL.

Qualifications

• 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

Responsibilities

• 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

Skills

Budget planning

Financial modeling

Data analysis

Presentations

Attention to detail

Ability to work under deadlines

Self-starter

Multi-tasking

Excel macros

SQL

Tools

MS Excel

MS PowerPoint

MS Word

MS SQL

MS Access

Job description

Allegacy Federal Credit Union in North Carolina seeks a senior financial analyst to lead budgeting, forecasting and asset/liability management functions. You will analyze financial information, prepare reports for management and the board, and provide data-driven recommendations to improve profitability and solvency.

Candidates should be proficient in MS Excel (macros), PowerPoint and Access, with experience in SQL.