Job Description
Job DescriptionWe are looking for an experienced Financial Analyst to support strategic financial planning and deliver meaningful insights that guide business decisions. This role partners with leadership to evaluate performance, build reliable forecasts, and turn complex data into clear recommendations. The ideal candidate brings strong analytical judgment, advanced Excel capabilities, and a background working with financial reporting and decision-support tools.
Responsibilities:
• Develop financial models, budgets, and rolling forecasts to support planning, performance tracking, and operational decision-making.
• Analyze variances, trends, and profitability drivers, then translate findings into practical recommendations for leadership.
• Create and maintain dashboards, automated reports, and key performance metrics using business intelligence and data visualization tools.
• Perform ad hoc financial analysis and data mining to answer business questions, identify risks, and uncover opportunities for improvement.
• Prepare presentations and communicate analytical results to leadership, committees, and other stakeholders in a clear and actionable way.
• Partner with cross-functional teams to gather data, improve reporting accuracy, and strengthen financial planning processes.
• Use advanced Microsoft Excel features, including complex formulas, Power Query, and structured modeling techniques, to manage and interpret large data sets.
• Participate in required job-related training and career development activities, including online, in-person, and offsite coursework as assigned.• Bachelor’s degree in finance, accounting, economics, business analytics, statistics, or a related field; equivalent directly relevant experience may be considered in place of a degree.
• At least five years of experience in financial analysis, budgeting, forecasting, business intelligence, or a closely related analytical function.
• Demonstrated strength in financial modeling, quantitative analysis, and structured problem-solving.
• Experience supporting budgeting, forecasting, and profitability analysis within a business environment.
• Proficiency with reporting platforms, dashboard development, and automated data solutions.
• Advanced Microsoft Excel skills, including complex formulas, data modeling, and Power Query.
• Ability to present analytical insights effectively to executive audiences, leadership teams, or committees.
• Prior experience in a credit union, bank, or other financial institution is strongly preferred.