Strategic Finance Analyst - Economic Justice Impact

Self-Help Credit Union

North Carolina

On-site

USD 72,000 - 109,000

Full time

14 days+

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Job summary

Self-Help Credit Union seeks a Strategic Finance Analyst in Durham, NC to build and refine financial projection models. You will develop tools for leaders to analyze investments, staffing, pricing, and other decisions, and support due diligence for mergers and strategic initiatives.

Requires a finance-related degree with 2 years’ exp, or a Master/CFA/CPA/FRM with 4+ years. Strong Excel and data analysis skills are essential for presenting clear recommendations to senior leadership.

Qualifications

Bachelor’s degree with 2 years of related experience in finance, consulting, data analytics, or FP&A.
Master’s degree or CFA/CPA/FRM certification with 4+ years of experience preferred.
Strong data analysis skills and ability to forecast and analyze data from multiple sources.

Responsibilities

Create, improve, and maintain financial projection models for the organization.
Develop tools for leaders to analyze investments, staffing, pricing, and other financial decisions.
Support analyses for mergers, investments, and strategic initiatives, including due diligence.
Analyze loan product pricing relative to cost of funds, benchmarks, and profitability.
Present findings and recommendations to senior leaders and committees.
Back-test assumptions used in financial models and forecasts.
Identify drivers of variance and improve forecasting methodologies.
Document assumptions, methodologies, and validation outcomes.
Summarize impacts of variances on sustainability and funding alignment.
Assist with market research and asset management for multifamily affordable housing preservation.
Underwrite potential multifamily acquisitions and preservation opportunities with stakeholders.