Senior Financial Analyst-Hybrid

Kids for the Future; Albany (OR); On-site; USD 83,000 - 104,000; Full time

Benefits offered by this job

PTO & holidays

Medical/Dental/Vision benefits

401(k) with company match

Bonus potential

Job summary

Central Willamette Credit Union is seeking a Senior Financial Analyst – FP&A to act as a strategic partner in financial health and performance. The role spans budgeting, forecasting, scenario modeling, and management reporting across accounts payable, receivable, GL, cash, investments, member shares, and loans.

You will collaborate with leadership, the Controller, CFO, and cross-functional teams to deliver data-driven insights and drive profitability, efficiency, and member value while

Qualifications

• Bachelor's degree in Accounting, Finance, or related field (CPA, CMA, or CFA preferred)
• 3+ years of relevant experience in financial planning and analysis, treasury, ALM, preferably within a financial institution
• Demonstrated understanding of GAAP, financial institution accounting, and regulatory requirements
• Advanced proficiency in accounting and financial analysis tools (e.g., Great Plains, Excel, Power BI, or similar)
• Strong analytical, organizational, and leadership skills with the ability to manage multiple priorities
• Excellent communication and interpersonal skills, including the ability to present complex financial information to non-financial stakeholders
• Proven ability to work independently and collaboratively in a fast-paced, team-oriented environment
• Commitment to CWCU's core values and competencies, including integrity, respect, compassion, and continuous improvement

Responsibilities

• Develop forecasts, budgets, and long-range financial plans with business units
• Conduct scenario analysis, financial modeling, and sensitivity analysis for initiatives
• Provide actionable insights to improve financial performance, efficiency, and member value
• Prepare and present analyses to senior management and support strategic planning
• Support annual budgeting process with data gathering and variance analysis
• Monitor key financial metrics, trends, and variances for decision making
• Collaborate with leadership and cross-functional teams to drive profitability and efficiency
• Mentor accounting staff and foster teamwork within the department

Skills

FP&A

Forecasting

GAAP

Excel

Power BI

Great Plains

Leadership

Education

Bachelor's degree in Accounting or Finance

Tools

Great Plains

Excel

Power BI

Job description

• Location 7101 Supra Dr SW,Albany, OR, 97321-3777,United States
• Base Pay $83,383.00 - $104,228.00 / Year
• Job Category Accounting
• Employee Type FT Non-Exempt
• Required Degree 4 Year Degree
• Manage Others No

Description

Respect. Integrity. Ethics. Compassion. Humor.
At Central Willamette Credit Union, our values aren't slogans- they shape how we show up for each other, our members, and our community. Our purpose is simple: build local loyalty, connect to community, and make life easier for those we serve. We hire people who like solving problems, embrace change, stay curious, and can enjoy a good laugh while doing meaningful work.

We are currently seeking a Senior Financial Analyst – Financial Planning & Analysis (FP&A) serves as a key strategic partner in driving the financial health and performance of the Credit Union. This role exemplifies CWCU's core competencies by providing collaborative, member-focused solutions, and by fostering a culture of continuous improvement and teamwork. The Senior Accountant delivers comprehensive accounting and analytical support across core financial areas—including accounts payable, accounts receivable, general ledger, cash management, investments, member shares, and loans—while playing a critical role in financial planning, budgeting, forecasting, and scenario modeling. This position provides insightful financial analysis and actionable recommendations to support data-driven decision-making, long-term planning, and the achievement of organizational goals. Collaborating closely with leadership, the Controller, CFO, and cross-functional teams, the Senior Accountant evaluates financial results, identifies trends, and supports strategic initiatives to enhance profitability, efficiency, and member value.

What You’ll Do (Key Responsibilities)

Financial Planning & Analysis (70%)

• Partner with business units to develop forecasts, budgets, and long-range financial plans
• Conduct scenario analysis, financial modeling, and sensitivity analysis to evaluate business initiatives and investment opportunities
• Provide actionable insights and recommendations to improve financial performance, efficiency, and member value
• Prepare and present financial analysis to senior management and support strategic planning initiatives
• Advocate for change and recommend improvements that benefit employees and members
• Develop, monitor, and report on key financial metrics , trends, and variances to support decisions
• Support the annual budgeting process, including data gathering, analysis, and presentation of budget vs. actual results
• Demonstrate a proactive, can-do attitude and commitment to accuracy and timeliness in reporting

Audit, Compliance & Risk Management (15%)

• Assist with internal and external audits by preparing and submitting requested materials
• Support exam and audit preparation, including resolution of regulatory and audit findings
• Support compliance with Credit Union policies, procedures, and applicable state and federal regulations through accurate reporting, analysis, and documentation
• Identify and mitigate financial risks through proactive analysis and process improvements
• Make sound decisions aligned with organizational priorities and the highest standards of ethics and integrity
• Mentor and train accounting staff; provide guidance and support as needed
• Foster cooperation and collaboration within the accounting team to achieve department goals
• Establish and maintain effective relationships internally, with members, and with community partners
• Communicate clearly and concisely, tailoring messages to the audience and building rapport at all levels
• Support a culture of continuous learning, open dialogue, and shared achievement

Other Duties (5%)

• Attend training sessions and stay updated on policies and regulatory requirements
• Perform additional responsibilities as assigned, ensuring alignment with CWCU values and continuous improvement

What We're Looking For

• Bachelor's degree in Accounting, Finance, or related field ( CPA, CMA, or CFA preferred )
• 3+ years of relevant experience in financial planning and analysis, treasury, ALM , preferably within a financial institution
• Demonstrated understanding of GAAP , financial institution accounting, and regulatory requirements
• Advanced proficiency in accounting and financial analysis tools (e.g., Great Plains, Excel, Power BI , or similar)
• Strong analytical, organizational, and leadership skills with the ability to manage multiple priorities
• Excellent communication and interpersonal skills, including the ability to present complex financial information to non-financial stakeholders
• Proven ability to work independently and collaboratively in a fast-paced, team-oriented environment
• Commitment to CWCU's core values and competencies, including integrity, respect, compassion, and continuous improvement

What We Offer

• Paid time off: 10 paid holidays + 5 paid sick days annually
• Benefits: Medical, dental, and vision starting the 1st of the month after hire
• Upon completion of your 6 th month of employment, you're eligible to enroll in Central Willamette's 401(k) program. Central Willamette Credit Union will match your contributions dollar for dollar up to the first 3% of your gross salary, and 50% of the next 2% of your gross salary.
• Incentive: Semi-annual bonus up to 5% of annual salary
• Professional growth: Training and development support