Financial Planning and Analysis Analyst - Endwell, NY

Visions Federal Credit Union • Village of Endicott, NY

8h • $28 - $32 • Onsite

About The Position

Visions Federal Credit Union is seeking a detail-oriented Financial Planning and Analysis Analyst to support budgeting, forecasting, financial reporting, and strategic analysis. In this role, you will help provide forward-looking financial insights that support balance sheet management, liquidity planning, deposit strategy, and key organizational decisions.

Requirements

• Associate’s degree in finance, accounting, business, or a related field, plus 1–3 years of relevant experience; 3–5 years of relevant experience may be considered in lieu of a degree.
• High level of proficiency in Microsoft Excel, including the ability to work with detailed financial models and data analysis.
• Proficiency with Microsoft Office programs and standard office technology.
• Strong analytical, organizational, time management, and communication skills.

Nice To Haves

• Bachelor’s degree
• Experience with derivative instruments
• Advanced Excel modeling experience

Responsibilities

• Maintain and support financial budgeting models, including assumptions documentation, scenario analysis, and variance reporting.
• Partner with business leaders and Finance leadership to gather budget inputs, answer budgeting questions, and support timely, accurate planning processes.
• Prepare financial analysis related to income statement performance, balance sheet trends, liquidity, investments, and funding strategies.
• Develop reports, analysis, and materials for ALCO, executive leadership, and internal committees.
• Collaborate with Deposit Strategy and other internal partners to support deposit initiatives, pricing strategies, and growth scenarios.
• Support liquidity stress testing and provide backup support for ALM modeling and reporting.

Benefits

• Retirement benefits – pension plan, 401(k) with employer match
• Excellent health benefits – medical, dental, vision, and supplemental coverage
• Flexible Paid Time Off (PTO), Volunteer Time Off (VTO), and Wellness Time Off (WTO)
• 10+ paid holidays per year
• Lifestyle Spending Account (LSA) stipend for wellness, caregiving, or personal expenses such as student loan repayment and tuition reimbursement
• Employee recognition program

What This Job Offers

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