Director of Financial and Budget Analysis

Salary Min

Salary Max

Overview

The Director of Financial and Budget Analysis supports the credit union by analyzing financial data, preparing budgets, forecasting financial trends, and delivering strategic financial insights. The role contributes to sound decision-making by providing timely, accurate and actionable financial reporting and analysis.

Responsibilities

Analyze Financial Results : Analyze financial results and trends to identify key drivers and insights. Prepare monthly, quarterly, and ad hoc financial reports for senior management and the Board of Directors to support strategic planning and decision-making.

Assist Budget Preparation : Assist in the preparation and consolidation of the annual operating budget by gathering departmental inputs, validating assumptions, and ensuring alignment with organizational objectives.

Monitor Budget Performance : Monitor performance against budget on an ongoing basis. Identify variances, investigate root causes, and provide explanations along with actionable recommendations for corrective measures.

Prepare Financial Forecasts : Prepare financial forecasts, including cash flow projections, income and expense trends, and long-term financial planning models, to support proactive financial management and goal setting.

Support Regulatory Reporting : Support regulatory and compliance reporting by ensuring timely submission of required filings and maintaining accurate records in accordance with internal policies and external regulations.

Maintain Reporting Systems : Maintain and improve financial reporting systems and tools; assist with implementation, testing, and upgrades to enhance data accuracy, usability, and reporting efficiency.

Develop Performance Dashboards : Develop dashboards and performance reporting to support strategic planning, departmental reviews, and ongoing organizational performance monitoring.

Assist Investment Analysis : Assist in investment portfolio analysis by tracking performance, identifying market opportunities, and collaborating with external partners to gather relevant data and insights.

Recommend Investment Actions : Recommend investment portfolio purchases and sales based on market analysis, risk assessments, and the credit union’s investment policy.

Support Liquidity Management : Assist in liquidity management and asset‑liability modeling, helping to evaluate interest rate risk and optimize the credit union’s financial position.

Audit Support : Support internal and external audits by providing requested documentation, reconciling data, and offering clear, timely explanations to facilitate the audit process.

Qualifications

• Bachelor’s degree required with preferred field of study in Finance, Accounting, Economics or related field.
• CPA, CFA, or MBA (or candidates actively working toward one of these credentials).
• 5+ years of experience in financial analysis, budgeting, or related field / experience.
• Experience in a credit union or financial institution environment preferred.
• Strong analytical and quantitative skills with high attention to detail.
• Proficiency in financial analysis with modeling and forecasting preferred.
• Advanced Microsoft Excel skills.
• Excellent communication skills and ability to present complex information clearly in visual and written form.
• Strong interpersonal skills, ability to collaborate cross‑functionally.

Equal opportunity employer as to all protected groups, including protected veterans and individuals with disabilities.

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