Strategic FP&A Associate: Budgeting & IRR Modeling

Allegacy Federal Credit Union; Frontis (NC); On-site; USD 70,000 - 95,000; Full time

Job summary

Allegacy Federal Credit Union is seeking a Senior Financial Analyst to assist in budgeting, financial modeling, and risk assessment. You will support the IRR model, analyze data, and prepare insightful reports for management.

The role requires strong Excel skills, advanced financial analysis, and the ability to work across departments to drive strategic decisions. The position emphasizes accuracy in modeling, timely reporting, and effective communication of complex financial information to

Qualifications

• Strong analytical skills and ability to make quick, sound judgments.
• Self-starter with minimal supervision and team collaboration.
• High sense of urgency and strong work ethic.
• Ability to manage multiple tasks concurrently.
• Proficient in advanced financial analysis techniques.

Responsibilities

• Deliver outstanding service to internal and external customers meeting Service Promises.
• Exercise critical thinking to understand current processes and identify opportunities.
• Support Senior Financial Analyst in maintaining the IRR model.
• Work with Senior Financial Analyst to ensure modeling accuracy and strategic actions.
• Analyze financial information and recommend actions aligned with company goals.
• Assist with development of budgets for the organization.
• Participate in cross-functional projects or teams.
• Plan and monitor timelines to meet reporting deadlines.
• Prepare information for routine financial reports and presentations.
• Monitor and report key performance metrics to management.
• Perform trend and variance analyses and what-if scenarios.
• Build relationships with all areas to act as a business partner.
• Lead special projects as requested.
• Coordinate with NCUA examiners and external auditors.
• Monitor and reconcile investment portfolio.

Skills

Analytical skills

Self-starter

Strong work ethic

Multitasking

Financial analysis

Excel macros

Database skills

Communication skills

Learning mindset

Overtime availability

Bond eligibility

Tools

Excel

Job description

Allegacy Federal Credit Union is seeking a Senior Financial Analyst to assist in budgeting, financial modeling, and risk assessment. You will support the IRR model, analyze data, and prepare insightful reports for management.

The role requires strong Excel skills, advanced financial analysis, and the ability to work across departments to drive strategic decisions. The position emphasizes accuracy in modeling, timely reporting, and effective communication of complex financial information to