Financial Analyst

Elevations Credit Union • Broomfield, CO

5d • $71,973 - $89,966 • Hybrid

About The Position

Analyzes complex financial data using an understanding of enterprise data and financial acumen to produce meaningful results with direction from senior staff or management. Evaluates financial performance and provides recommendations to management for achieving FP&A and treasury objectives. Responsible for generating complex reoccurring financial and risk reporting, committee packages, and ad-hoc data modeling. This position will require collaboration with internal business units, external vendors, and presenting to executive-level audiences.

Requirements

• Two or more years of financial analysis experience, preferably within Financial Services
• Demonstrates working knowledge of Finance, Credit Risk, Accounting, and Business Intelligence
• FP&A, CECL, P&L, Investments, Profitability, Underwriting, Collections, GAAP, GL, and Data Modeling
• Excellent personal computer and Microsoft Office Suite skills
• Understanding of data/statistical languages: Excel, SQL, Python
• Strong written, presentation, and interpersonal skills with a drive for mentorship/ability to cascade knowledge
• Ability to work in high production environment and respond quickly and effectively under pressure, changing priorities and tight timelines/deadlines. Able to have a flexible work schedule
• Ability to work independently and within a team environment to make rational timely decisions
• High degree of accuracy, attention to detail, integrity, work ethic, and willingness to learn
• Internally motivated to seek out answers, generate ideas, and develop new skills
• Ability to learn new software products and think creatively to find new solutions/efficiencies
• Ability to partner with cross-functional teams as a key contributor to their ongoing success
• Adheres to all Federal and State laws and regulations governing applicable to the Credit Union, including the Bank Secrecy Act

Nice To Haves

• Bachelor’s degree required with a strong preference in Finance, Economics, or Accounting.

Responsibilities

• Prepares reoccurring reporting for various committees, teams, and the board of directors
• Analyzes financial data specific to FP&A, Profitability, Accounting, Credit Risk, and Enterprise Risk by generating a complex quantitative studies (statistical modeling)
• Leads the monthly loan loss allowance (CECL) calculation and including periodic assumption validations and back-testing
• Performs ad-hoc reporting and analysis
• Proactively implements automation to streamline processes using SQL, Python, and Excel
• Utilizes and creates Finance and Credit Risk databases leveraging Business Intelligence best practices
• Enhances documentation of department level process and procedures
• Responsible for supplemental economic research to support internal qualitative assumptions

Benefits

• 4 weeks paid time off for full-time employees
• work anniversary paid time off
• paid volunteer time off
• 12 paid holidays
• Comprehensive medical, dental, and vision plans with employer contributions to supercharge your Health Savings Account
• Up to a 4% match on 401(k) contributions
• Up to twelve weeks of fully paid parental leave
• An extensive Employee Assistance Program that provides personalized care options for your whole household
• Ample opportunity to learn, develop and grow with access to LinkedIn Learning, career and leadership development programs, job shadowing, a mentor program, and tuition reimbursement up to $5,250/year

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree