VyStar Credit Union-posted 12 days ago
Full-time • Entry Level
Jacksonville, FL
1,001-5,000 employees

At VyStar, we offer competitive pay, an excellent benefit package that includes a 401(k) Plan, an extensive paid technical and on-the-job training program, and tuition reimbursement--available to all full and part time employees. Part time positions start at a minimum of 30 hours per week. We encourage you to become a part of VyStar Credit Union's family of employees. Financial Planning & Analysis Analyst II ACCOUNTABILITY STATEMENT The incumbent will be the part of the Financial Planning & Analysis team and assist the Financial Planning Manager/AVP/VP, Financial Performance Manager/AVP/VP and/or SVP Financial Planning, Pricing and Profitability in carrying out the broader Finance department mission. The FP&A function refers to the corporate finance and planning imperative. FP&A creates balanced scorecards, and leads capital budgeting for new products, investments and ad hoc projects. FP&A leads the annual operating (AOP), or budget, process and long-term planning exercises including tracking variances. These duties require building and maintaining different models with business intelligence tools including Workday Financials, Workday Adaptive Planning, Empyrean Profitability Model, VyStar data lake and other sources of data/modeling. The FP&A team will work closely with the Financial Risk Management (FRM) team, Advanced Analytics team, Accounting and other business units. FP&A also maintains documentation of all models and methodologies, including a model catalog with documentation and testing of all model changes. The incumbent will support the FP&A function, at the direction of the Financial Planning Manager/AVP/VP, Financial Performance Manager/AVP/VP and/or SVP Financial Planning, Pricing and Profitability.

  • Assists and performs duties with the budget cycle, formally known as the Annual Operating Plan (AOP) process
  • Performs and maintains historic and forecasted profitability processes.
  • Assists with documentation of FP&A processes, procedures, models, and best practices.
  • Ability to translate business data into digestible and actionable information.
  • Conducts peer and market comparisons, benchmarking and other analysis.
  • Take ownership of maintenance and validation of data sources to ensure completeness of data for planning and forecasting purposes.
  • Promote continual process improvements and automation.
  • Assists in producing and streamlining management reporting efforts.
  • Develop clear and concise written and numerical analysis of all planning results for business units, ALCO, Executive Committee, and other management committees as directed.
  • Documenting all work processes and models used for FP&A purposes.
  • Assists the Finance team with requirements for the annual regulatory examination by the State of Florida and NCUA.
  • Avid and positive team player that works well across multi-disciplined organization.
  • Strong communication skills including presentation, interpersonal and writing skills.
  • Strong analytical capabilities with strong knowledge of accounting and financial statements are essential.
  • Knowledge of bank / credit union budgeting and planning practices.
  • Superior skills in Word, Excel and PowerPoint.
  • Ability to work with both finance and non-finance professionals.
  • Ability to work independently and is a self-starter.
  • Exhibits flexibility and willingness to take on new responsibilities and assignments.
  • Bachelor’s degree in finance, Accounting, Economics, or related area.
  • 0-3 years of bank or credit union related experience.
  • Knowledge of Planning Software, preferably Workday Adaptive Planning/Workday Financials or other similar models.
  • Knowledge of profitability software, preferably Empyrean Profitability Model or other similar models.
  • Knowledge of business intelligence and statistical tools such as SQL, R or SAS.
  • Obtained or working towards Master of Business Administration (MBA) or master’s degree in a Quantitative or finance discipline.
  • Working towards advanced certifications including but not limited to CFA or CPA.
  • competitive pay
  • excellent benefit package that includes a 401(k) Plan
  • extensive paid technical and on-the-job training program
  • tuition reimbursement
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