FINANCIAL ANALYST (TRAVERSE CITY - PARK ST BRANCH)
About The Position
The Financial Analyst uses advanced financial modeling, forecasting, and analysis to provide insights that support informed, forward-looking decisions at 4Front Credit Union. The role examines how changing rates, liquidity, portfolio performance, and different financial scenarios could affect the organization, and translates complex information into actionable insights for leaders. This is a hybrid position based at the Traverse City – Park St Branch. The employee is required to work in the office Tuesday through Thursday; Mondays and Fridays are eligible for remote work. The role is exempt and is not eligible for immigration sponsorship.
Requirements
- Strong knowledge of financial modeling, forecasting, and analysis.
- Understanding of liquidity management and interest-rate risk concepts.
- Advanced Excel skills and experience working with data and reporting tools.
- Strong analytical and problem-solving abilities, including the ability to turn complex data into clear insights.
- Ability to manage multiple priorities and projects while collaborating effectively across teams.
Nice To Haves
- Bachelor’s degree in Finance, Accounting, Business, or a related field.
- At least 3 years of financial analysis, modeling, or related experience.
- Familiarity with CECL and regulatory reporting.
- Experience with Power BI, Tableau, SQL, or similar tools.
- Credit Union, Banking, or Financial Institution experience.
Responsibilities
- Build financial models and forecasts to assess liquidity, interest-rate risk, balance-sheet performance, and potential future outcomes.
- Use sensitivity and scenario analysis to identify financial risks, trends, and opportunities.
- Monitor liquidity, funding, cash flow, and rate-related risk, and help develop strategies that support financial strength.
- Analyze loan portfolio performance and support CECL calculations, regulatory reporting, financial statements, audits, and model validation.
- Translate complex financial information into clear, actionable recommendations for leaders and teams.
- Strengthen reporting, automate processes, and lead or support analytical projects.
- Share expertise with Analyst I team members.
Benefits
- Medical coverage
- Dental coverage
- Vision coverage
- Generous paid time off
- Paid holidays
- 401(k) with employer match
- Tuition reimbursement
- Professional development
- Career growth opportunities
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Mid Level
