Financial Analyst

GreenState Credit Union • North Liberty, IA

2d

About The Position

The Financial Analyst supports a rapidly growing organization through financial planning and analysis, budgeting, profitability modeling, financial reporting, and strategic analysis. The role requires strong technical skills and an accounting background, along with the ability to collaborate across departments in a dynamic, fast-paced environment. The analyst provides financial insights and guidance to stakeholders and helps deliver reports and key metrics to Company Leadership and the Board of Directors using Power BI.

GreenState Credit Union’s purpose is to create lasting value for its members, communities, and employees. It aims to foster an engaging, diverse, and inclusive workplace where employees can strengthen financial well-being, transform lives, and enhance the vitality of the communities it serves. The position reports to the Finance Manager and does not supervise others. The salary range is $90,593.36–$105,914.12, with a progressive benefit package.

Requirements

• Bachelor’s degree in finance, accounting, economics, or a related field.
• At least three years of progressive experience in financial planning and analysis, preferably in financial services or the credit union industry.
• Hands-on experience developing annual operating budgets.
• Experience with financial modeling, planning, forecasting, and analysis; solid foundation in finance and GAAP accounting.
• Ability to manage multiple assignments with changing deadlines in a high-pressure environment.
• Ability to coordinate and prioritize assignments and organize work efficiently for timely completion.
• Ability to draw insights from analysis and communicate the story behind the numbers.
• Strong analytical and problem-solving skills.
• Proficiency in Microsoft Office, including Excel and Word.
• Ability, availability, and willingness to work flexible hours to accomplish workload; peak demand may require extra hours, including evenings and/or weekends.
• Interpersonal skills to diplomatically work with employees at all levels and represent the credit union positively during member contact.
• Ability to prioritize assignments, organize work efficiently, and handle large volumes of detail.
• Ability to deal tactfully and efficiently with members and coworkers on a professional level.
• Must be bondable.

Nice To Haves

• Progress toward CPA, CFA, or other relevant certifications.
• Experience with Empyrean Solution or other financial institution budgeting and profitability software, such as ProfitStars or Axiom/Syntellis.
• Power BI and SQL experience.

Responsibilities

• Adhere to the Credit Union’s core values and Service Standards in conducting GreenState’s mission and vision.
• Maintain a positive member-service focus with internal and external members.
• Demonstrate teamwork in interactions with coworkers and in completing duties and responsibilities.
• Ensure confidentiality of member information and support a diverse and inclusive work environment.
• Assist with the annual budgeting process, including preparing detailed financial forecasts and variance analysis.
• Monitor budget-to-actual performance and identify significant variances.
• Perform profitability modeling to analyze risk-adjusted returns across products, lending channels, departments, and branches.
• Compile and analyze profitability reporting and summarize results for stakeholders across the organization.
• Help support funds transfer pricing and credit risk analysis included in profitability modeling.
• Create and maintain procedures and documentation for budgeting and profitability modeling processes.
• Collaborate with departments to gather input and ensure data accuracy.
• Maintain and improve financial models, tools, and databases used for analysis.
• Prepare financial reports and analyze key performance metrics to identify trends and variances.
• Support monthly, quarterly, and annual financial reporting processes.
• Serve as a financial liaison, providing guidance on metrics and interpretation of financial reports.
• Provide insights into profitability, cost management, and operational efficiencies.
• Collaborate with Finance and Accounting to deliver financial reports and key metrics to Company Leadership and the Board of Directors using Power BI.
• Prepare peer analysis reporting.
• Conduct special analyses and projects supporting strategic initiatives.

Benefits

• Progressive benefit package

What This Job Offers

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