Financial Analyst

Financial Planning And Analysis Position

This position makes a high level of impact on a rapidly growing organization and has proven technical skills in financial planning and analysis, strong accounting background, and the ability to work cross-functionally in a dynamic and fast paced environment.

At GreenState, we exist to create lasting value for those we serve. We do this by putting immense value into our employees, members and communities. We empower our employees to create endless opportunities, which will then impact the lives of our members and enhance the vitality of our communities.

Salary range for this position is $90,593.36 - $105,914.12 with a progressive benefit package.

Essential Duties And Responsibilities

Performs essential duties and responsibilities in the following areas which may include but are not limited to those listed and are subject to change.

• Adheres to the Credit Union's core values and service standards in conducting GreenState's mission and vision.
• Demonstrates a positive member service (internal and external) focus at all times.
• Demonstrates teamwork in all interactions with coworkers and in the completion of all duties and responsibilities.
• Ensures confidentiality of member information.
• Supports a diverse and inclusive work environment.
• Assists in the preparation of the annual budgeting process, including the preparation of detailed financial forecasts and variance analysis.
• Monitors budget-to-actual performance and identify significant variances.
• Performs profitability modeling to analyze the risk adjusted return of differing products, lending channels, departments, and branches.
• Compiles and analyzes profitability reporting and summarizes results for stakeholders across the organization.
• Helps support the funds transfer pricing and credit risk analysis that is included within the profitability modeling.
• Creates and maintains procedures and documentation supporting the budgeting and profitability modeling process.
• Collaborates with departments to gather input and ensure data accuracy.
• Maintains and improves financial models, tools and databases to support analysis.
• Prepares financial reports and analyzes key performance metrics to identify trends and variances.
• Supports monthly, quarterly, and annual financial reporting processes.
• Serves as financial liaison, providing guidance on metrics and interpretation of financial reports.
• Provides insights into profitability, cost management and operational efficiencies.
• Collaborates with Finance and Accounting to deliver financial reports and key metrics to Company Leadership and Board of Directors on a regular basis using Power BI platform.
• Prepares peer analysis reporting.
• Conducts special analyses and projects to support strategic initiatives.

Job Requirements / Expectations

Reporting Relationship

This position reports to the Finance Manager.

Supervisory Responsibilities

This position is not responsible for the supervision of others.

Equal Opportunity Employment Statement

GreenState Credit Union is an EEO / AA Employer. We strongly encourage all individuals to apply for openings with the credit union.