Strategic Financial Analyst: Forecasting & Modeling

Arizona Federal Credit Union; Phoenix (AZ); Hybrid; USD 65,000 - 90,000; Full time

Job summary

Arizona Federal Credit Union is seeking a Financial Analyst to support the Finance Department with recurring financial reporting, budgeting, forecasting, profitability analysis, and financial modeling. You will analyze data, participate in ALM/IRR modeling, and prepare reports for management and the Board.

Under the VP of Finance, you will develop analytical expertise across Finance disciplines, contribute to enterprise decision-making, and support risk and regulatory reporting.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, Business Analytics, or related field with 1–3 years of analytical experience.
• Advanced Excel and GAAP knowledge.
• Ability to analyze large datasets, identify patterns, and communicate findings clearly.
• Ability to build and document forecasting, budgeting, profitability, liquidity, and ALM models.
• Strong written and verbal communication skills; ability to manage multiple priorities.

Responsibilities

• Prepare timely financial reports for management, committees, and the Board.
• Assist in monthly reporting packages, ALCO materials, pricing analyses, and profitability reporting.
• Perform variance analysis and support liquidity forecasting and capital planning.
• Develop and maintain financial models, dashboards, and analytical tools for decision support.
• Support enterprise risk reporting, CECL monitoring, and regulatory examinations.

Skills

Excel proficiency

GAAP knowledge

Data analysis

Financial modeling

Communication skills

Forecasting

Attention to detail

Education

Bachelor’s degree in Finance/Accounting/Economics/Business Analytics

Tools

Power BI

SQL

Data visualization tools

Empyrean

Symitar

Jack Henry

Great Plains

Visible Equity

Acumatica

Job description

Arizona Federal Credit Union is seeking a Financial Analyst to support the Finance Department with recurring financial reporting, budgeting, forecasting, profitability analysis, and financial modeling. You will analyze data, participate in ALM/IRR modeling, and prepare reports for management and the Board.

Under the VP of Finance, you will develop analytical expertise across Finance disciplines, contribute to enterprise decision-making, and support risk and regulatory reporting.