Senior Analyst Financial Strategy and Profitability

Hudson Valley Credit Union•Poughkeepsie, NY

About The Position

Hudson Valley Credit Union is currently recruiting for the position of Sr Analyst Financial Strategy & Profitability. Primary Function: Responsible for leading profitability methodology, measurement, reporting, and analysis to support all lines of business. Scope to include product, member, and account level profitability. Develop and implement advanced modeling techniques to forecast financial and product performance.

Requirements

Bachelors Degree in Finance or Business Admin is required.
Minimum 5 Years work history in Credit Union or Financial Institution is required.

Nice To Haves

Minimum 5 Years work history in finance or accounting is preferred.
Minimum 5 Years work history in data analytics/forecasting/modeling is preferred.
Experience with Workday's Adaptive Planning is preferred.

Responsibilities

Assess, adjust, and maintain profitability tools; building or implementing new tools & systems where deemed necessary.
Responsible for the methodology used to determine product, member, and account level profitability.
Use advanced financial analytics such as predictive modeling, time-series analysis, and real-time analytics to facilitate data-driven decisions.
Conduct in-depth financial analysis, including profitability analysis, cost analysis, and trend analysis, to identify opportunities for improvement and efficiency.
Collaborate directly with SVP and stakeholders on pricing strategies.
Provide ad-hoc and customized reporting from financial and data warehouse systems.
Guide decisions around GL structure and improvements.
Collaborate directly with SVP and stakeholders to provide financial insights and recommendations
As Senior Analyst, lead team of financial analysts within department.
Adhere to all Credit Union policies, procedures, and regulatory agency requirements. Participate in all required and recommended training and development including, but not limited to, Bank Secrecy Act training (BSA) and demonstrate attained knowledge. Participate on Credit Union teams, projects and strategic initiatives when the opportunity arises. Perform additional duties and special projects as assigned.
Embrace and apply HVCU’s guiding principles to all activities and responsibilities. This includes the Credit Union’s Mission, Vision, Core Values, Employee and Member Value Propositions, Sales and Service Model, and commitment to Lean Six Sigma practices. Support the Credit Union’s initiatives by demonstrating teamwork and professionalism.
Responsible for regular and predictable attendance including punctuality.