Junior Analyst, Financial Planning & Analysis

Overview

Hudson Valley Credit Union is currently recruiting for the position of Junior Analyst, Financial Planning & Analysis. Primary Function : Responsible for supporting profitability methodology, measurement, reporting, and analysis to support all lines of business. Scope to include all levels or profitability including product, member, organization / branch and account level. Develop and implement modeling techniques to forecast financial and product performance.

Responsibilities

• Compile and analyze revenue and cost information to be used in product pricing, ROI, and financial impact statements.
• Maintain profitability tools and assist in annual evaluation.
• Prepare reports to communicate accurate findings and recommendations that are useful and meaningful.
• Support in the credit union's reporting and analysis capabilities.
• Collect financial data and other relevant information from stakeholders.
• Collaborate directly with Finance Division and stakeholders to provide financial insights.
• Assist in retrospective review of FP&A models and analyses.
• Adhere to all Credit Union policies, procedures, and regulatory agency requirements. Participate in all required and recommended training and development including, but not limited to, Bank Secrecy Act training (BSA) and demonstrate attained knowledge. Participate on Credit Union teams, projects and strategic initiatives when the opportunity arises. Perform additional duties and special projects as assigned.
• Embrace and apply HVCU's guiding principles to all activities and responsibilities. This includes the Credit Union's Mission, Vision, Core Values, Employee and Member Value Propositions, Sales and Service Model, and commitment to Lean Six Sigma practices. Support the Credit Union's initiatives by demonstrating teamwork and professionalism.
• Responsible for regular and predictable attendance including punctuality.

Qualifications

Minimum 1 year work history in finance or accounting preferred

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Why Choose HVCU?

Join a team where your growth matters. At Hudson Valley Credit Union, we offer a supportive, community-focused culture, competitive benefits, and opportunities to grow your career while making a meaningful impact. Come b e part of a Great Place to Work!

Employee Perks :

Hudson Valley Credit Union is an AA / EEO employer committed to equal opportunity and employee diversity. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity, national origin, disability, military or veteran status, genetic information, marital or familial status, domestic violence victim status, or any other characteristic protected by law.