Financial Planning and Analysis Associate

Allegacy Federal Credit Union•Winston-Salem, NC

10d

About The Position

The Financial Planning and Analysis Associate helps Allegacy Financial fulfill its mission of helping people make smart financial choices by providing outstanding service to internal and external members. The position conducts financial, statistical, analytical, and asset/liability management functions and performs complex budgetary work. The Associate supports the Senior Financial Analyst in maintaining the credit union’s in-house Interest Rate Risk (IRR) model, develops and analyzes budgets and financial information, monitors performance and investments, and contributes to strategic decision-making and reporting. The role works across the organization, supports internal and external reporting requirements, and may assist with coordination and communication involving NCUA examiners and external auditors.

Requirements

Strong analytical skills and the ability to make quick decisions using good judgment.
Ability to work with minimal supervision while contributing as a motivated and cooperative team member.
High sense of urgency and strong work ethic.
Ability to manage multiple tasks concurrently.
Ability to generate and analyze research data, including advanced knowledge of appropriate financial analysis techniques.
Strong verbal and written communication skills, including the ability to explain complex ideas and technical financial information clearly.
High level of skill in Microsoft Excel, including macros.
Database skills.
Willingness and ability to learn new skills and take on additional responsibilities.
Ability to work overtime as needed.
Eligibility to be bonded.

Responsibilities

Deliver service to internal and external customers that meets or exceeds Allegacy Financial’s Service Promises.
Review current processes critically and identify opportunities for improvement.
Support the Senior Financial Analyst in maintaining the credit union’s in-house Interest Rate Risk (IRR) model.
Work with the Senior Financial Analyst to ensure modeling assumptions are accurate and evaluate potential strategic actions.
Analyze financial information and make recommendations consistent with best practices and short- and long-term company goals.
Assist with developing organizational budgets.
Participate in cross-functional projects and teams.
Plan and monitor timelines to meet internal and external reporting deadlines.
Gather, compile, and prepare information for routine financial reports, analyses, and presentations.
Monitor and report key performance metrics and indicators to management, highlighting successes and identifying improvement areas and possible alternatives.
Perform trend and variance analyses, modeling, and what-if scenarios to support strategic goals.
Build relationships across Allegacy Financial and serve as a business partner to its various areas.
Manage special project assignments as requested.
Assist with coordination and communication with NCUA examiners and external auditors.
Monitor and reconcile the investment portfolio.