Financial Specialist

Oregon State Credit Union • Corvallis, OR

13d • Hybrid

About The Position

With a strong reputation of integrity, unsurpassed service, and member focus, Oregon State Credit Union is one of the most respected credit unions in the Northwest. We are a passionate team committed to our vision of creating financial solutions that make lives better, and we're seeking a detail-oriented and analytical Financial Specialist to join our Corporate Accounting team. In this role, you will help support strategic financial decision-making, balance sheet management, forecasting, regulatory reporting, and investment analysis that contribute to the Credit Union's long-term financial success. As the Financial Specialist, you will work independently and collaboratively with the Financial Accounting team to perform analytical and technical financial functions, conduct research, maintain forecasting models, support budgeting efforts, and provide reporting and analysis for management and regulatory agencies. This is an excellent opportunity for an early-career finance professional looking to expand their expertise in asset/liability management, investments, forecasting, and financial analysis within a mission-driven organization.

Requirements

• Bachelor's degree in Business Administration, Finance, Mathematics, Accounting, Economics, or a related field required.
• Zero to two years of experience in a financial institution or related finance industry required.
• Demonstrated ability to analyze financial data, identify trends, and develop meaningful recommendations.
• Strong analytical thinking with the ability to research complex issues, evaluate alternatives, and develop sound solutions.
• Ability to manage multiple priorities, work independently, meet deadlines, and maintain exceptional attention to detail.
• Excellent written and verbal communication skills with the ability to effectively interact with colleagues, vendors, and leadership.
• Ability to present findings clearly and contribute positively within a team environment while maintaining strong organizational relationships.
• Knowledge of financial institution regulations, reporting requirements, and internal controls.
• Ability to ensure compliance with credit union policies and applicable regulations, including BSA/AML/OFAC requirements, while maintaining confidentiality and accuracy.
• Must be able to demonstrate that they have the legal right to work in the US.
• Must pass a background screening to the satisfaction of Oregon State Credit Union.

Nice To Haves

• Experience with budgeting, forecasting, interest rate analysis, financial modeling, or investment portfolio analysis is highly desirable.
• Advanced proficiency in Microsoft Office, particularly Excel, preferred.
• Experience with financial forecasting, budgeting, reporting, or financial institution software is a plus.
• Experience involving lending, investments, or financial analysis preferred.

Responsibilities

• Perform analytical and technical financial functions.
• Conduct research.
• Maintain forecasting models.
• Support budgeting efforts.
• Provide reporting and analysis for management and regulatory agencies.
• Analyze financial data, identify trends, and develop meaningful recommendations.
• Manage multiple priorities, work independently, and meet deadlines.
• Ensure compliance with credit union policies and applicable regulations, including BSA/AML/OFAC requirements.
• Maintain confidentiality and accuracy.

Benefits

• Competitive wages
• Bonuses
• Paid holidays
• Paid time off
• 100% credit-union-paid employee coverage for medical, dental, vision, life and disability insurance
• Dependent coverage also available
• 401k Plan with an amazingly generous credit union match
• Tax-saving Flexible Spending and Health Savings Plans
• Premier membership perks
• Company clothing
• Wellness and recognition programs

What This Job Offers

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