Strategic Financial Analyst - FP&A & Risk Insights

Heartland Credit Union; Madison (WI); On-site; USD 65,000 - 90,000; Full time

Job summary

Heartland Credit Union in Madison, WI seeks a Financial Analyst to join the Finance team. You will support financial planning systems, coordinate modeling activities, and provide insights to guide strategic decisions.

You’ll work closely with the CFO analyzing data, preparing reports, and ensuring accuracy across ALM, CECL, and budgeting processes while collaborating with internal teams and external vendors. This role emphasizes confidentiality and sound financial practices.

Qualifications

• Bachelor's degree in finance, accounting, economics, or related field (or equivalent experience).
• Minimum of 3 years' experience with financial systems, analysis, or related processes.
• Experience in a credit union, bank, or financial institution preferred.
• Familiarity with financial planning, budgeting, forecasting, ALM, or CECL processes preferred.

Responsibilities

• Administer financial planning, budgeting, forecasting, ALM, and CECL systems.
• Coordinate financial forecasts, model runs, reports, and analyses.
• Ensure data accuracy and strong internal controls.
• Collaborate with vendors for system updates and support.
• Support liquidity, capital adequacy, interest rate risk, and credit loss reporting.
• Prepare financial reports and presentations for executive leadership and boards.
• Coordinate model validations and regulatory examinations with CFO.
• Contribute to strategic planning and special projects.

Skills

Analytical thinking

Detail-oriented

Communication of findings

Education

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

Tools

Microsoft Excel

Financial reporting software

Job description

Heartland Credit Union in Madison, WI seeks a Financial Analyst to join the Finance team. You will support financial planning systems, coordinate modeling activities, and provide insights to guide strategic decisions.

You’ll work closely with the CFO analyzing data, preparing reports, and ensuring accuracy across ALM, CECL, and budgeting processes while collaborating with internal teams and external vendors. This role emphasizes confidentiality and sound financial practices.