Financial Analyst

We're seeking a Financial Analystto join our team.The final role level and salary will be determined following the interview process based on your education, experience, and demonstrated skills. Whether you're an emerging professional or a seasoned expert, this position offers the opportunity to contribute meaningfully while advancing your career.

Financial Analyst 1 - $64,000 - $80,100

Financial Analyst 2 - $78,500 - $98,100

Financial Analyst 3 - $89,800 - $112,300

Role

Lead role in advanced-level analytical activities with minimal supervision. Lead budget, investment, ALM, Allowance, and reporting activities.

Essential Functions & Responsibilities

• Exemplifies the core values of CAMPUS while supporting our strategic priorities for members, employees, and community. Maintains the highest standard of professionalism, integrity, and confidentiality
• Leads annual budget development, including balance sheet and income statement forecasting
• Performs high-level analyses on the Credit Union's investment portfolio, making recommendations to optimize portfolio cash flows, ensure adequate liquidity, and meet ratio requirements
• Coordinates with the ALM service provider to monitor and interpret risk under multiple interest rate and market scenarios
• Provides clear explanations of key drivers for changes in the Credit Union's risk profile through analysis and reporting of balance sheet interest and liquidity risks
• Analyzes data from internal and external sources for ad-hoc and reoccurring reports. Collaborates with various stakeholders to prepare and leverage analytical tools and systems
• Develop reports and presentation materials that effectively communicate financial performance and risks for use by management, Committees, and/or the Board. Provides input for strategy recommendations
• Assists in information gathering and preparation of the quarterly submission of the NCUA Call Report and identifies opportunities to analyze and leverage its variousoutputs, including financial performance ratios
• Reviews or develops financial information or data as requested by external auditors and regulators
• Assists management and staff in resolving complex financial issues
• Responsible for loan loss analytics. Recommends methodologies and provision amountswhile following accounting standards

Education

• Bachelor's Degree in Finance, Economics, Accounting, or Mathematics required
• MBA, CPA, CFA and/or similar professional designation/certification/education preferred OR
• A combination of education and experience that provides the necessary skills and knowledge to satisfactorily perform the essential job functions may be substituted

Experience

• 0 - 7 years of similar or related experience(specific requirements below)
  
  
  
  • Financial Analyst1:0-2 years of similar or related experience
  • Financial Analyst 2: 2 - 4 years of similar or related experience
  • Financial Analyst 3: 4-7 years of similar or related experience
  
  
  
  

• To qualify for a Level 3, at least 3-5 years of experiencemust be inan analyzing and planning role at the organization-wide level

Other Skills

• Account Reconciliation
• Attention to Detail
• Decision Making and Problem Solving
• Expertise and Technical Knowledge
• Financial Analysis
• Financial Forecasting
• Financial Research and Analytics Software
• Guidance and Impact
• Investment Analysis
• Communication and Collaboration
• Profitability Analysis
• Quality and Accuracy
• Trend Analysis

Full-Time Employee Benefits Package

Full-time employees are eligible for traditional benefits such as Health Insurance (medical, vision, dental), Life Insurance, Paid Time Off, Paid Holidays, Defined Benefit Pension plan, 401(k) with up to a 5% company match, and Short & Long Term Disability Insurance. CAMPUS USA also offers other benefits such as Tuition Reimbursement, Paid Parental Leave, and Employee Wellness Reimbursement. CAMPUS USA Credit Union strongly encourages health, well-being, and work-rest balance. We do everything we can to promote healthy, happy employees!

EOE/AA including Veterans and Disabled