Financial Analyst Iv Jobs

This position is responsible for specialized financial analysis, guidance, and recommendations for projects including product & branch profitability; potential new products & services profitability analysis, budget variance analysis and budget planning; asset liability management (ALM) modeling and reporting and adhoc analysis supporting accounting/financial statements, records, and reports.
The annual pay range for this position is $93,826.67 - $145,431.33 depending on experience, skills, education, and internal equity.
Essential Duties And Responsibilities

• Identifies and analyzes trends using statistical analysis and mathematical modeling.
• Manages assigned tasks & projects, including coordination of projects with other team members.
• Represents finance management in meetings with internal & external organizations, to find solutions, & implement new methods or processes.
• Performs, documents & mentors others on the operation maintenance & reporting of financial modeling systems; such as asset liability, forecasting, budget & planning, branch & product profitability and channel & member profitability. Reviews analysis produced by these systems & make recommendations to management regarding data input & enhancements.
• Responsible for the creation, analysis, presentation & guidance to others in the preparation of financial reports including ALCO (Asset Liability Committee), ALM and ad-hoc reports.
• Performs Cash management & supports investment portfolio activities, including auditing cash management & investment portfolio functions & reporting on the direction of these assets.
• Creates & maintains desktop procedures for financial modeling systems and critical tasks.
• Coordinates with all levels of management to gather, analyze, summarize, and prepare recommendations regarding financial plans, acquisition activity, new business planning, trended future requirements, government requirements, and operating forecasts.
• Works with supervisor or management to conduct special studies and surveys to summarize and analyze potential financial decisions and prepares recommendations for policy, pricing, profitability, process, control, and/or action.
• Participates and contributes to Credit Union ALCO committee meetings.
• Calculates Credit Union/Banking key metrics and ratios.
• Prepares studies, reports, and analyses in areas such as budgets, forecasts, financial plans, governmental requirements, statistical reports, cash flow projections, business forecasts, and variance analysis.
• Makes recommendations to management regarding pricing for various products & services.
• Provides financial implications of financial policies, governmental legislation, accounting theory, or member financial regulations.
• Consistently reports working on time as scheduled.
• Plans & coordinates cost studies, accounting studies and cost & earnings contributions analyses of all services, functions and departments of the credit union.
• Makes recommendations to management regarding cost saving or profit generating opportunities and profitability improvement strategies.

QUALIFICATIONS (Education, Experience, Knowledge, Skills & Ability)

• Experience with “big data” mining and its use for bank balance sheet modeling preferred.
• Strong presentation skills in PowerPoint, with the ability to visualize complex analyses in a straightforward manner for Credit Union executives and board members.
• Thorough working knowledge, understanding, and experience calculating & interpreting credit
• Must have a Bachelor's degree (B. A.) in Finance or Accounting from four-year college or university along with five years professional accounting/finance experience in a financial institution. An equivalent combination of education and experience may be considered.
• Advanced knowledge of financial and accounting theory, principles and practices as would normally be obtained through a bachelor’s degree program in finance.
• Knowledge of asset/liability management and investments, budgets, cost accounting, and other financial analyses.
• MBA, CFA or graduate degree in a quantitative discipline is preferred.
• Union/banking key metrics, ratios and trends.
• Ability to independently and efficiently prepare complex ad-hoc financial analyses for senior management with a high degree of accuracy, under general supervision.
• Ability to interpret financial & general ledger data.
• Minimum 3 years of ALM, risk management, valuation or other applicable treasury experience at a financial institution.
• Thorough working knowledge, understanding & experience with ALM
• Advanced Excel experience using SUMIFS/COUNTIFS/Index & Match formulas; usage of macros in VBA, pivot tables & statistical functions is preferred.

Must Also Demonstrate Conduct Consistent With Our Corporate Values

• Foster Teamwork by cooperating and collaborating with other employees;
• Be Accountable by taking ownership of customer issues and responsibility for one’s actions;
• Seek ways to make the workplace Fun for oneself & others;
• Work with a Service Orientation by having a genuine concern for the needs of one’s customers and by being friendly, professional and following through on commitments; and
• Demonstrate Humility in all interactions and remember to leave one’s ego at the door when one arrives to work.
• Conduct oneself with Integrity by being honest, trustworthy and ethical in all work activities and interactions;
• Practice open Communication with all levels;

Logix Federal Credit Union is an equal opportunity employer that does not discriminate in employment opportunities or practices on the basis of race, religion, color, sex, sexual orientation, gender identity, national origin, protected veteran or disability status, or any other status protected by law.