Senior Financial Analyst

Columbia Credit Union • Vancouver, WA

11d • $93,000 - $100,000 • Hybrid

About The Position

Columbia Credit Union is seeking a Senior Financial Analyst to support financial strategy, balance sheet performance, profitability analysis, budgeting, and forecasting. The role partners with senior leaders on business decisions and helps guide the credit union’s financial performance. Columbia Credit Union is a mission-driven organization with $2.5 billion in assets and more than 100,000 members.

The position helps maintain the Asset/Liability Management (ALM) program and financial models; manages profitability analysis, funds transfer pricing, and budgeting systems; and produces forecasts, trend analyses, and performance reports. It also supports mortgage lock desk operations, derivative accounting, and investment reporting, and collaborates with Business Intelligence teams to improve data quality and reporting. Hybrid work may be 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 data 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 authorized to work for any employer in the United States; visa sponsorship is not available.
• Must be at least 18 years old to apply.

Nice To Haves

• Moderate to advanced skills with 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

• Annual earning potential of $93,000–$100,000.
• Eligible for Back Office Incentive opportunities.
• 100% employer-paid medical, dental, and vision coverage for employees.
• $200 per month opt-out payment.
• 401(k) with 100% match up to a 6% contribution.
• Generous paid time off, paid holidays, sick leave, and extended sick leave.
• Tuition reimbursement.
• Hybrid work opportunity after successful onsite training for eligible area residents.

What This Job Offers

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