SENIOR FINANCIAL ANALYST, DEPOSITS/MARKETING - (HYBRID)
Company: First Tech Federal Credit Union
Location: Hillsboro
Posted on: October 20, 2024
Job Description:
DescriptionThe Senior Finance Analyst, Deposits & Marketing
Focus reviews and analyzes financial data including forecasts,
plans and variances, providing insight, guidance and
recommendations to senior leadership. The Senior Analyst is also
involved in creating financial models, financial reporting and
providing financial analysis support and recommendations to
marketing products.Here's what you can expect from the job and what
you need to be successful:Job Duties
- Prepare, review and analyze financial forecasts and plans,
analyze variances, and proactively seek new forms of analysis and
offer insights, and recommendations to leadership.
- Provide complex financial analysis, support and recommendations
to assigned business units, guiding them through monthly P&Ls
reviews.
- Create complex financial models in collaboration with business
partners.
- Partner with Accounting in the month end financial close.
- Forecast scenarios and offer recommendations on balance sheet
positioning.
- Participate in ALCO, Credit Risk Committee, and Pricing
Committee to capture relevant business information required for
forecasting.
- Analyze ad hoc large data sets and provide insights to
leadership.
- Lead in the regular maintenance/upgrades of the financial
planning & analysis systems including Oracle Enterprise Planning &
Budgeting Cloud Service and PROFITstar, as required.
- Prepare monthly, quarterly, and annual financial and regulatory
reports, as required.
- Mentor peer Financial Analysts on a day to day basis.Essential
Skills
- Minimum 4 years' experience in financial analysis and reporting
with a mid-to-large size organization, including experience
designing, preparing, and interpreting financial reports for
management reporting and analysis.
- Experience in the financial services industry is
preferred.
- Broad knowledge of GAAP.
- Ability to work independently and collaborate as a team;
anticipate needs and prioritize projects in a fast-paced
environment with tight deadlines and high-volume peaks while
producing high-quality work.
- Strong analytical and decision-making skills with attention to
detail.
- Excellent verbal and written communication skills; able to
express ideas concisely and logically.
- Ability to organize, analyze and interpret financial data to
explain complex concepts to leadership.
- Ability to create and deliver engaging presentations tailored
to leadership.
- Demonstrated ability to establish credibility and rapport with
internal stakeholders.
- Familiarity with Oracle EPBCS, PROFITstar or other
projection/ALM software is preferred.
- Advanced knowledge of Microsoft Office Suite, particularly
Excel.
- Minimum Education: Bachelor's degree in Accounting or Finance
is preferred or equivalent work experience.Location: Hillsboro, OR
97124 (HYBRID)Target Compensation in Hillsboro, OR: $85,000 to
$94,000 annually + annual bonusBenefits options include:
- Traditional medical, dental, and vision coverage.
- 401K matching up to 5% per pay period.
- Accrue up to 17 days of Paid Time Off your first year of
employment.
- 11 paid federal holidays.
- Special employee pricing on lending products such as mortgage,
auto, and personal loans (eligibility for special employee pricing
is subject to standard account requirements and underwriting
criteria).First Tech is not currently offering Visa sponsorship for
this position.
Read all the information about this opportunity carefully, then use
the application button below to send your CV and application.
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Remote working/work at home options are available for this
role.
Keywords: First Tech Federal Credit Union, Aloha , SENIOR FINANCIAL ANALYST, DEPOSITS/MARKETING - (HYBRID), Accounting, Auditing , Hillsboro, Oregon
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