Strategic Finance Analyst: Growth & Affordable Housing

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

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.