Strategic Finance Analyst

Self-Help Federal Credit Union; Durham, Northern (NC, KY); Hybrid; USD 72,000 - 109,000; Full time

Job summary

Self-Help Federal Credit Union in Durham, NC is seeking a Strategic Finance Analyst to develop and maintain financial projection models guiding investments, staffing, pricing and strategy. The role involves supporting mergers, asset management, and multifamily housing initiatives with a focus on data-driven decisions.

Strong Excel and data analysis skills are essential, along with the ability to present clear recommendations to senior leaders and work across teams to meet deadlines.

Qualifications

• Bachelor's degree in finance, economics, data analytics, accounting, business or related field.
• Masters degree or CFA/CPA/FRM and 4+ years preferred.
• Advanced Excel and financial forecasting knowledge.
• Strong data analysis and cross-functional collaboration.

Responsibilities

• Create, improve, and maintain financial projection models.
• Develop tools for analyzing investment, staffing, pricing, and decisions.
• Support analyses for mergers, investments, and due diligence.
• Analyze loan pricing relative to cost of funds and benchmarks.
• Present findings and recommendations to senior leaders and committees.
• Back-test assumptions and improve forecasting methodologies.
• Document assumptions, methodologies, and validation for governance.
• Assist with market research and multifamily housing preservation initiatives.
• Underwrite potential multifamily acquisitions and preservation opportunities.

Skills

Advanced Excel skills

Data analysis

Communication

Attention to detail

Time management

Education

Bachelor's degree in finance, economics, data analytics, accounting, business or related field

Master's degree or advanced certification (CFA, CPA, FRM)

Tools

Microsoft Excel

Job description

## Strategic Finance AnalystApply: NC-Durham-301 W Main: Full time: Posted Today: R-100512**Job Description:****WHO We Are:**Self-Help started in 1980 with a focus on economic inequality, especially in communities that have faced systemic barriers to building wealth. At the core of what Self-Help does is a drive to create and protect ownership and economic opportunity. In other words, we’re committed to economic justice! Economic Justice means that all communities have the basic infrastructure they need to thrive, from high-quality schools to grocery stores selling fresh food resources that support opportunities at a neighborhood level regardless of demographics, income, or wealth. Since our founding, we’ve constantly sought new ways to pursue greater economic justice: from providing fair and affordable loans to working with partners to demand that lawmakers change unjust policies. ***We are seeking a Strategic Finance Analyst to join our Durham, NC. team*** **WHAT You'll Do:** * Create, improve, and maintain financial projection models for the organization* Develop tools that enable organization and team-level leaders to analyze investment, staffing, pricing, and other financial decisions.* Support financial analysis related to mergers, investments, and other strategic initiatives, including ad hoc modeling and due diligence support.* Analyze loan product pricing relative to cost of funds, competitive benchmarks, and profitability expectations.* Prepare clear recommendations and present findings to senior leaders and relevant committees.* Independently back‐test assumptions used by Self-Help teams in financial models, forecasts, and strategic proposals.* Identify key drivers of variance between projected and actual results and recommend improvements to forecasting methodologies and financial models.* Maintain documentation of assumptions, methodologies, and validation outcomes for internal governance.* Identify material variances between approved financial assumptions and actual operating results, and summarize impacts to sustainability, break-even expectations, and funding alignment.* Assist with market research and asset management related to our multifamily affordable housing preservation efforts.* Underwrite potential multi-family acquisitions and preservation opportunities while fostering relationships within the affordable housing community, including sellers, brokers, investors, and peers. **WHAT YOU'LL NEED** * Bachelors degree in finance, economics, data analytics, accounting, business or related field preferred and 2 years of experience in finance, consulting, data analytics, or financial planning and analysis* Masters degree or advanced certification (CFA Charterholder, CPA, FRM) and 4+ years of experience preferred.* Advanced Microsoft Excel skills and basic understanding of financial forecasting and investment analysis.* Strong data analysis skills, including the ability to extract, transform, and analyze data from various source systems and databases.* Strong commitment to the organization’s mission of creating economic opportunity for underserved communities.* Demonstrated initiative, follow through, and ability to work independently.* Excellent communication skills and the ability to build strong working relationships.* Keen attention to detail and strong organizational skills.* Ability to effectively plan and prioritize work to meet deadlines.* Proactive mindset and ability to learn new systems quickly.* Ability to adapt to changing priorities and work beyond normal hours when needed.* Ability to demonstrate Self-Help's Core Values:o Mission Before Selfo Service With Excellenceo Embracing & Promoting Changeo Results Not Credito Diversity as a Strengtho Financial Sustainability for Mission Impact **Compensation range $72,300-108,500****Company Disclaimer:**