Financial Analyst – FP&A and Cost

First Community Credit Union - Houston, TX • Houston, TX

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About The Position

First Community Credit Union is seeking a Financial Analyst to support financial planning and analysis and cost work, including budgeting, forecasting, liquidity, asset/liability management (ALM), and investment strategy. The role prepares analyses combining accounting information with management input.

The Financial Analyst conducts cost studies for member products and analyzes product, branch, and channel profitability and member impacts. The work includes building and maintaining budget models; preparing liquidity monitoring reports; analyzing profitability and trends; and producing analyses and reporting that support automation and special studies, including ratio, trend, and peer comparisons.

Requirements

• Bachelor’s degree in accounting, finance, economics, or a related field.
• Three to five years of experience in FP&A, cost or managerial accounting, treasury/ALM, or public accounting.

Nice To Haves

• Financial institution experience is preferred but not required.
• Certifications or advanced degrees such as CPA, CMA, CFA, FRM, MBA, or a master’s degree in accounting or finance are valued but not required.

Responsibilities

• Support financial planning and analysis and cost activities, including budgeting, forecasting, liquidity, asset/liability management, and investment strategy.
• Prepare analyses combining accounting information with input from management.
• Perform cost studies for member products.
• Analyze product, branch, and channel profitability and member impacts.
• Build and maintain budget models.
• Prepare liquidity monitoring reports.
• Analyze profitability and trends.
• Perform analysis and reporting to drive automation.
• Conduct special studies, including ratio, trend, and peer comparisons.

Benefits

• Medical, dental, and vision insurance.
• Short-term and long-term disability coverage.
• Company-paid life insurance.
• Generous paid time off.
• Paid volunteer time.
• 401(k) plan with a company match.
• Health and Wellness Program.
• Employee Activity Club.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level