Senior Financial Analyst
About The Position
At Meridian Trust Federal Credit Union, we're looking for a talented Senior Financial Analyst to play a key role in shaping the financial future of our organization. As the primary finance analyst and a trusted partner to our chief financial officer and executive leadership team, you will provide meaningful insights that influence strategic decision-making, financial performance, and long-term growth. In this highly visible role, you will analyze financial trends, evaluate balance sheet strategies, assess capital adequacy, and contribute to major organizational initiatives. You'll develop sophisticated financial models, forecasts, dashboards, and executive reporting that help leaders navigate opportunities and make informed business decisions. If you enjoy turning complex financial data into actionable insights and want to make a measurable impact within a growing, member-focused credit union, we invite you to join our team and help strengthen the financial success of Meridian Trust for years to come.
Requirements
- Bachelor's degree in Finance, Accounting, Economics, Business Administration, or related field.
- Minimum 4 years of experience in banking, credit union, or other financial services analysis.
- Advanced Microsoft Excel Skills.
- Experience developing financial models and forecasts.
- Strong written and verbal communication skills.
Nice To Haves
- Enjoy turning complex financial data into strategic business insights and influencing decisions at the executive level.
- Thrive in a highly visible role where your analysis directly impacts financial performance, growth strategies, and organizational success.
- Are a critical thinker who enjoys solving problems, identifying trends, and providing actionable recommendations.
- Excel at building financial models, forecasts, dashboards, and reports that help leaders make informed decisions.
- Want to be part of a collaborative, member-focused organization where your expertise contributes to the long-term financial strength and success of the credit union.
Responsibilities
- Analyze financial trends
- Evaluate balance sheet strategies
- Assess capital adequacy
- Contribute to major organizational initiatives
- Develop sophisticated financial models, forecasts, dashboards, and executive reporting
Benefits
- Medical
- Dental
- Vision
- 401k with employer match
- Employer-paid life insurance
- Paid holidays
- Paid time off
- Flexible spending accounts
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What This Job Offers
Job Type
Full-time
Career Level
Senior
