Senior Financial Analyst

Columbia Credit Union • Vancouver, WA

11d • $93,000 - $100,000 • Hybrid

About The Position

Columbia Credit Union is hiring a Senior Financial Analyst to help guide financial strategy, balance sheet performance, profitability analysis, budgeting, and forecasting. The role partners with senior leaders on high-impact business decisions and supports the credit union’s mission of serving its employees, members, and communities. The credit union has $2.5 billion in assets and more than 100,000 members.

The analyst helps lead and maintain the Asset/Liability Management (ALM) program and financial models; manages profitability analysis, funds transfer pricing, and budgeting systems; and develops forecasts, trend analyses, and performance reports. The role also presents insights and recommendations to senior leadership, supports mortgage lock desk operations, derivative accounting, and investment reporting, and conducts variance analysis, research, and special projects. The analyst partners with Business Intelligence teams to improve data quality, reporting, and profitability metrics, and maintains and optimizes Axiom Planning & Profitability systems.

The position offers annual earning potential of $93,000–$100,000 and eligibility for Back Office Incentive opportunities. Hybrid work is available after successful onsite training for residents of the Vancouver, Washington/Portland, Oregon area.

Requirements

• Bachelor’s degree in Finance, Accounting, Economics, Business, or a related field.
• At least three years of experience in financial data analytics, including producing, parsing, organizing, and reviewing analytics for accuracy, trends, and forecasting.
• At least three years of experience creating enterprise-wide budgets, including data gathering, inputs, and quality control.
• Advanced Microsoft Excel skills, including Pivot Tables, Power Pivot, VLOOKUP/XLOOKUP, and financial modeling.
• Experience analyzing financial data, identifying trends, and presenting recommendations.
• Strong analytical, problem-solving, and communication skills.
• Ability to work independently and manage multiple priorities.
• Must be at least 18 years old.
• Must be authorized to work for any employer in the United States; the employer cannot sponsor or take over sponsorship of an employment visa.

Nice To Haves

• Moderate to advanced skills in Asset/Liability Management theory and its implications for a financial institution.
• Prior experience with internal funds transfer pricing, organizational profitability, and product profitability.
• Prior experience with Oracle databases.
• Prior experience with mortgage derivatives.

Responsibilities

• Help lead and maintain the credit union’s Asset/Liability Management (ALM) program and financial models.
• Manage profitability analysis, funds transfer pricing, and budgeting systems.
• Develop financial forecasts, trend analyses, and performance reporting.
• Present insights and recommendations to senior leadership.
• Support mortgage lock desk operations, derivative accounting, and investment reporting.
• Conduct variance analysis, financial research, and special projects.
• Partner with Business Intelligence teams to improve data quality, reporting, and profitability metrics.
• Maintain and optimize Axiom Planning & Profitability systems.

Benefits

• 100% employer-paid medical, dental, and vision coverage for employees, with a $200 per month opt-out option.
• 401(k) with a 100% employer match on contributions up to 6%.
• Generous paid time off, paid holidays, sick leave, and extended sick leave.
• Tuition reimbursement.
• Eligible for Back Office Incentive opportunities.
• Hybrid work opportunity after successful onsite training for Vancouver, WA/Portland, OR area residents only.

What This Job Offers

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