Senior Financial Analyst
BrightBridge Credit Union•Lawrence, MA
•$87,330 - $98,974•Onsite
About The Position
BrightBridge is seeking a Senior Financial Analyst to support its finance team and collaborate with departments and leaders across the organization. The role drives financial forecasting, budgeting, and ALCO reporting; assists with asset/liability modeling; and provides accurate analysis and strategic recommendations to support executive decision-making. The analyst also monitors cash and liquidity, contributes to financial programs and profitability models, and supports the CFO on assigned projects.
Requirements
- Bachelor’s degree in accounting, finance, or economics, or equivalent experience.
- Four to five years of experience.
- Organizational and analytical skills, with the ability to work independently and as part of a team.
- Proficiency with spreadsheets, databases, Microsoft Office applications such as Excel and Word, and financial software applications.
Nice To Haves
- Prior asset/liability management software modeling experience.
- Advanced experience with Excel, SQL, Python, and artificial intelligence applications such as Copilot.
Responsibilities
- Provide financial analysis, forecasting, financial reporting, variance analysis, and other decision-support services to executive management.
- Assist with the annual budget, including balance sheet, income statement, cash flow, and depreciation and amortization forecasts.
- Collaborate with external parties involved in the asset/liability management process to support accurate and timely results, document assumptions, coordinate what-if scenarios, and recommend improvements.
- Coordinate the reporting package for the monthly management ALCO package and quarterly Board of Directors ALCO meetings.
- Monitor and report the credit union’s daily cash and liquidity position, and develop and produce investment and liquidity forecasting reports.
- Assist management with implementing new financial programs and recommend process improvements and quality controls.
- Assist in developing and maintaining the credit union’s product and branch profitability models.
- Support the CFO and assist with projects as assigned.
Benefits
- Ongoing training and career development opportunities.
- Competitive pay and benefits.
- Opportunity to grow with a supportive organization.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
