Junior Financial Analyst - Hybrid
About The Position
Performs professional financial work involving expense, cash flow/Asset Liability Management (ALM), and branch analysis; assists with the budgeting process; and provides backup for other finance duties. The role analyzes financial and operational topics, prepares reports and forecasts, and supports month-end financial, budgetary, regulatory, and ad-hoc reporting. It also requires maintaining current knowledge of relevant technology, financial-institution trends, credit union policies and procedures, and applicable rules and regulations. The position supports service excellence and a safe, secure workplace; collaborates with staff and departments; keeps the Senior Financial Analyst informed of opportunities, best practices, and challenges; and performs other related duties as assigned. The role is hybrid.
Requirements
- Four-year college degree in Finance or a related field.
- One to three years of financial services experience, with an emphasis on finance.
- Ability to meet the position’s physical demands, with reasonable accommodations available as described.
Responsibilities
- Analyze cash flow/Asset Liability Management (ALM), branch performance, rate of return, depreciation, investments, and financial and expense performance comparisons.
- Prepare forecasts and analyze trends in sales, financial performance, and general business conditions as applicable.
- Compile and prepare reports, graphs, and charts using developed data.
- Assist with month-end financial, budgetary, regulatory, and ad-hoc reports as directed.
- Assist with the budgeting process.
- Back up other areas of the finance department as needed.
- Maintain knowledge of technology needed for the position and pursue continuing education as needed.
- Network with other financial institutions to stay informed about current trends.
- Support a service-excellence atmosphere and collaborate with staff and other departments.
- Comply with applicable rules and regulations, including the Bank Secrecy Act, and attend required training.
- Keep the Senior Financial Analyst informed of opportunities, best practices, and challenges.
- Follow credit union policies and procedures, including applicable guidance concerning negotiable instruments, NACHA, BSA, and OFAC.
- Follow workplace security procedures, including key control and alarm arming/disarming; maintain required logs and place documents for shredding in the designated area.
- Conduct work safely and provide prompt, courteous service to internal and external members or customers.
- Perform other job-related duties as assigned.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Entry Level
