Talent.com
Financial Analyst III-Hybrid
Financial Analyst III-HybridLogix Federal Credit Union • Valencia, CA, US
Financial Analyst III-Hybrid

Financial Analyst III-Hybrid

Logix Federal Credit Union • Valencia, CA, US
30+ days ago
Job type
  • Full-time
Job description

Financial Analyst III

The Financial Analyst III performs financial analysis and assistance with projects including: product & branch profitability; potential new products & services profitability analysis, budget variance analysis and budget planning; asset liability management (ALM) modeling and reporting and ad-hoc analysis supporting accounting/financial statements, records and reports.

Responsibilities

  • Prepares financial reports including ALCO (Asset Liability Committee), ALM and ad-hoc reports.
  • Identifies and analyzes trends using statistical analysis and mathematical modeling.
  • Performs ad-hoc profit/loss analyses at the loan/deposit product level and organizational level.
  • Manages the monthly Funds Transfer Pricing (FTP) process.
  • Prepares studies, reports, and analyses in areas such as budgets, forecasts, financial plans, governmental requirements, statistical reports, cash flow projections, business forecasts, and variance analysis for executive and board-level decision-making.
  • Makes recommendations to the management regarding cost saving or profit generating opportunities and strategies.
  • Makes recommendations to management regarding pricing for various products and services.
  • Performs documentation and routine maintenance of financial modeling systems, including asset- liability, forecasting, budget & planning, branch & product profitability and channel & member profitability.
  • Reviews analysis produced by these systems and makes recommendations to management regarding data input & enhancements.
  • Creates & maintains desktop procedures for financial modeling systems and critical tasks.
  • Participates in special studies and surveys; summarize and analyze potential financial decisions and prepares recommendations for policy, pricing, profitability, process, control, and/or action.
  • Performs pro-forma analysis on new business opportunities for the Credit Union, including branch deployment strategies.
  • Calculates Credit Union/Banking key metrics and ratios.
  • Performs interest rate sensitivity analysis to forecast the impact of market interest rates and the economy on Credit Union earnings.
  • Participates and contributes in Credit Union ALCO committee meetings.
  • Provides financial implications of financial policies, governmental legislation, accounting theory or member financial regulations.
  • May represent finance management in meetings with internal & external organizations, to find solutions, & implement new methods or processes.
  • Performs cash management and supports investment portfolio activities, including auditing cash management, investment portfolio functions and associated reporting on the direction of these assets.
  • Works within and directly impact their own function, occasionally interacts with other departments.

Qualifications

  • Education
  • Min/Preferred: Min- 4 Year / Bachelors Degree
  • Education Level: Preferred- Graduate Degree
  • Description:
  • Bachelor's degree in finance, economics, mathematics or related fields from four-year college or university.
  • MBA, CFA or graduate degree in a quantitative discipline is preferred
  • Experience
  • Minimum Years of Experience: 4
  • Preferred Years of Experience: 6
  • Comments: At least 4-6 years of applicable financial/analytical experience. Minimum 3 years of ALM, risk management, valuation or other applicable treasury experience at a financial institution.
  • Knowledge, Skills & Ability
  • Advanced knowledge of financial and accounting theory, principles and practices as would normally be obtained through a bachelor's degree program in finance.
  • Ability to independently and efficiently prepare complex ad-hoc financial analyses for senior management with a high degree of accuracy, under general supervision.
  • Knowledge of asset/liability management and investments, budgets, cost accounting, and other financial analyses.
  • Strong presentation skills in PowerPoint, with the ability to visualize complex analyses in a straightforward manner for Credit Union executives and board members.
  • Thorough working knowledge, understanding, and experience calculating & interpreting credit union/banking key metrics, ratios, and trends.
  • Advanced Excel experience using SUMIFS/COUNTIFS/Index & Match formulas; usage of macros in VBA, pivot tables & statistical functions is preferred.
  • Thorough working knowledge, understanding & experience with ALM software.
  • Ability to interpret financial & general ledger data.
  • Experience with "big data" mining and its use for bank balance sheet modeling preferred.
  • An equivalent combination of education and experience may be considered.
  • Contribute to large projects and are a force of proposition on their own scope of work towards improvements and achievement.

Disclaimer

Logix Federal Credit Union is an equal opportunity employer that does not discriminate in employment opportunities or practices on the basis of race, religion, color, sex, sexual orientation, gender identity, national origin, protected veteran or disability status, or any other status protected by law.

Pay Range

USD $89,614.90 - USD $138,903.10 /Yr.

Base Pay

Create a job alert for this search

Financial Analyst III-Hybrid • Valencia, CA, US

Similar jobs

Financial Analyst

Marcus & MillichapEncino, CA, United States
Full-time +1

Real Estate Investment Analyst.Marcus & Millichap is the nation's leading brokerage firm specializing in real estate investments with offices nationwide.Marcus & Millichap offers owners and investo...Show more

 • Promoted

Financial Analyst

Aston CarterCanoga Park, CA, United States
Full-time

We are seeking a Financial Analyst III to support financial planning, reporting, and operational analysis for a fast-paced, data-driven organization.This role involves partnering cross-functionally...Show more

 • Promoted

Financial Analyst

Global Technical TalentEncino, CA, United States
Full-time

Location: Encino, CA Onsite Flexibility: Hybrid must be available to pick up equipment and attend occasional onsite meetings Contract Details: Position Type: Contract Job Summary: This role focuses...Show more

 • Promoted

Remote Financial Analyst - AI Trainer ($50-$60 per hour)

Data AnnotationSanta Clarita, California
Remote
Full-time +1

DataAnnotation is committed to creating high-quality AI.Join our team to help train the next generation of AI while enjoying the flexibility of remote work and the freedom to set your own schedule....Show more

 • Promoted

Financial Planning & Analysis Analyst III

AeroVironment, Inc.Simi Valley, CA, United States
Permanent

Worker Type**Regular**Job Description*** **Summary**The **Financial Planning & Analysis (FP&A) Analyst III** prepares financial analysis, budgets, and forecasts.This is an intermediate level indivi...Show more

 • Promoted

Financial Planning & Analysis Analyst III

AeroVironmentSimi Valley, CA, United States
Full-time

Financial Planning & Analysis Analyst III.The Financial Planning & Analysis (FP&A) Analyst III prepares financial analysis, budgets, and forecasts.This is an intermediate level individual contribut...Show more

 • Promoted

Financial Analyst I

Intelliswift SoftwareWoodland Hills, CA, United States
Full-time

This position will be a supporting role for Digital finance.Duties include, but are not limited to, revenue recognition, maintaining third-party contractual compliance and ad hoc financial projects...Show more

 • Promoted

Program Financial Analyst- Onsite Position

Curtiss-WrightValencia, CA, United States
Full-time

Program Financial Analyst-Onsite Position.We have a great opportunity for a Program Financial Analyst to join our team in Santa Clarita, CA!.As our Program Financial Analyst, you will support our f...Show more

 • Promoted

Underwriting Analyst II

Maverick PaymentsCalabasas, CA, United States
Full-time

Join our fast-paced, growing company and further your career with Maverick Payments, where you can thrive, your ideas are valued, and your colleagues feel more like family than coworkers!.Maverick ...Show more

 • Promoted

Financial Analyst

LanceSoftCanoga Park, CA, United States
Full-time

Monday-Friday- 8am-5pm (could be flexible) 40 hour week.Duration: 12 Months, Potential for conversion based on performance and business needs.Job Description: MUST HAVE SKILLS Bachelor's degree in ...Show more

 • Promoted

Financial Analyst, Global Operations

HARMANNorthridge, CA, United States
Full-time

As a technology leader that is rapidly on the move, HARMAN is filled with people who are focused on making life better.Innovation, inclusivity and teamwork are a part of our DNA.When you add that t...Show more

 • Promoted

Financial Analyst III-Hybrid

Logix Federal Credit UnionValencia, CA, United States
Full-time

The Financial Analyst III performs financial analysis and assistance with projects including: product & branch profitability; potential new products & services profitability analysis, budget varian...Show more

 • Promoted

Senior Financial Analyst - FP&A (Remote in USA)

Vitu IncAgoura Hills, CA, United States
Remote
Full-time

Job Description for Senior Financial Analyst - FPA About Vitu At Vitu, our engaged workforce is the key to our success.We are committed to creating a positive, inclusive, and motivating environment...Show more

 • Promoted

Remote Financial Planner - AI Trainer ($50-$60 per hour)

Data AnnotationOak Park, California
Remote
Full-time +1

DataAnnotation is committed to creating high-quality AI.Join our team to help train the next generation of AI while enjoying the flexibility of remote work and the freedom to set your own schedule....Show more

 • Promoted

Financial Analyst, Consultant

Blue Shield of CaliforniaWoodland Hills, CA, United States
Full-time

The Corporate Services Finance team ensures financial stewardship of the Corporate Services administrative budget and serves as the trusted financial advisor to executive leadership.Our team is loo...Show more

 • Promoted

Financial Analyst III

VariteCanoga Park, CA, United States
Full-time

VARITE is looking for qualified Financial Analyst III in West Hills, CA.WHAT THE CLIENT DOES? An American-headquartered life science and clinical research company.It is a global supplier of analyti...Show more

 • Promoted

Principal CSR Analyst

TradeJobsWorkForce91335 Los Angeles, CA, US
Full-time

Principal CSR Analyst Job Duties: Provide leadership and input in building the long-term business model and offering set Run competitive analysis to help define a build / buy / rent strategy for ob...Show more

 • Promoted

FP&A Analyst III - Strategic Budgeting & Forecasting | 9/80 Schedule

AeroVironment, Inc.Simi Valley, CA, United States
Full-time

A leading aerospace technology company in California is looking for a Financial Planning & Analysis (FP&A) Analyst III.This role involves preparing financial analysis, budgets, and forecasts while ...Show more