Senior Financial Analyst

Quorum Federal Credit Union • Purchase, NY

12d • Remote

About The Position

The Senior Financial Analyst partners with the Finance Manager to support and enhance the organization’s treasury and financial management functions, including financial planning and analysis (FP&A), risk management, liquidity management, and investment oversight. A critical component of this role is leveraging advanced data analytics, financial technology, and emerging AI tools to streamline forecasting, automate reporting, and elevate decision-making. The analyst is expected to partner with the digital transformation team to identify opportunities for automation, implement machine learning models, and utilize data visualization tools to drive efficiency and generate deeper financial insights across all financial management activities. This role operates both strategically and tactically, delivering actionable insights, leading cross-functional initiatives, and driving financial performance through data-driven analysis, forecasting, business partnership, and innovative use of technology to support organizational goals.

Requirements

• Bachelor’s degree in Finance, Accounting, or related field.
• 3–5+ years of experience in finance, accounting, or treasury functions.
• Strong analytical, problem-solving, and financial modeling skills.
• Ability to manage multiple priorities independently and meet tight deadlines.
• High level of integrity, professionalism, and attention to detail.
• Advanced proficiency in Excel; working knowledge of financial systems and reporting tools.
• Experience using data analytics, financial technology platforms, or AI-driven tools (e.g., Power BI, Tableau, Python, SQL, or similar) to support financial modeling, forecasting, and reporting.
• Stable internet connection with speeds high enough for video conferencing and screen sharing
• Smartphone with current iOS/Android OS
• Prolonged periods sitting at a workstation and working on a computer
• Ability to communicate with coworkers and customers via email, chat, teleconference, and/or phone
• Candidates must reside within the United States.
• We are not able to consider applicants who reside in Montana, Nebraska, Rhode Island, or Puerto Rico.
• Quorum's opportunities are based in the U.S., and U.S. work authorization is required.
• We are not able to provide current or future sponsorship.

Nice To Haves

• Credit union, Banking, or risk management related experience is a plus.

Responsibilities

• Facilitate the development and consolidation of forecasts and long-range financial plans.
• Analyze variances and provide clear, actionable recommendations to business leaders.
• Partner with department leaders to evaluate assumptions and improve financial predictability.
• Develop dashboards, models, and reporting tools to support decision-making.
• Leverage advanced analytics, financial technologies, and emerging AI tools to enhance forecasting, automate reporting, and improve decision-making.
• Identify opportunities to integrate automation, machine learning models, or data visualization tools to drive efficiency and deeper financial insights.
• Support balance sheet strategy, including liquidity planning, cash management, and investment portfolio.
• Assist in interest rate risk modeling and financial scenario analysis.
• Provide recurring and ad hoc analysis to guide financial performance and capital allocation.
• Facilitate enterprise risk management (ERM) program and semi-annual risk assessments.
• Collaborate with business units to identify, assess, and mitigate financial and operational risks.
• Enhance risk reporting frameworks and ensure alignment with organizational objectives.
• Evaluate and support business investments through ROI modeling, cost-benefit analysis, and ongoing performance tracking, while delivering product-level profitability insights to inform pricing, growth, and strategic decision-making.
• Perform general ledger analysis, reconciliation, and ensure integrity of financial data.
• Maintain and update financial policies, procedures, and internal controls.
• Ensure compliance with GAAP, regulatory requirements, and internal standards.
• Partner with leaders across the organization to deliver financial insights and recommendations.
• Communicate complex financial concepts clearly to non-financial stakeholders.
• Promote a collaborative, service-oriented work environment.
• Stay informed of industry trends, regulatory changes, and emerging technologies.
• Identify opportunities to improve processes, reporting capabilities, and financial performance.
• Ensures adherence to company policies and procedures and Banking/Credit Union Regulations.
• Performs additional duties as required.

Benefits

• Excellent health insurance packages with a Health Reimbursement Account option
• Life, AD&D, Short-Term Disability and Travel Insurance
• 401k plan with company match dollar for dollar up to 6 percent
• Generous time-off policy with paid time off (PTO), volunteer time off (VTO), birthday PTO, and company-observed holidays
• Monthly stipend for wellness activities and mental health
• Tuition reimbursement
• Pet Benefits, including insurance, discounts, “pawternity” PTO day, and more
• Bonus/commission plan for qualifying roles
• Employee perks (including mortgage discounts!)
• PTO purchase and sell-back programs
• Rewards and peer recognition programs
• Trust-based, out-come oriented remote work environment for most roles

What This Job Offers

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