We are hiring for a FINANCIAL ANALYST to work at our Santa Rosa Administrative offices. If you are passionate about helping others, even in difficult situations, then we would like to speak with you.
This position is responsible for conducting and documenting complex financial analysis, requiring knowledge of and competency in accounting principles and practices, and proficiency in computerized applications. Prepares financial reporting, including board page development and maintenance. Works with broad discretion as to work details on assignments of a varied, diverse and difficult nature. Interacts closely with other Credit Union employees and maintains amiable relations with fellow employees, Members and vendors. Reports to the Finance Manager in the absence of the Assistant Manager - Finance.
Required Skills
- Assists the Assistant Manager - Finance in achieving established Finance Department goals.
- Completes in-depth analyses on a variety of comprehensive financial issues and prepares result summaries and recommendations to assist in managerial decision-making.
- Financial Reporting – Prepares daily, weekly and monthly (or other periodicity as requested) analytical schedules, graphs and variance analysis, including board page development and maintenance.
- Financial Modeling – Utilizes financial models and “what-if” scenarios to help analyze the impact of various business strategies.
- Peer Benchmarking – Performs research and analysis to compare internal metrics to those of peer financial institutions, using tools such as Callahan Peer-to-Peer and SNL Financial.
- Bonds and Investments – Assists in the evaluation of investment options and strategies.
- Utilizes the MCIF database to complete demographic, geographic and other household-based analyses.
- Profitability Analysis– Assists in the development and maintenance of Member, branch and product cost tracking and profitability analysis system, and analysis/reporting schedules.
- Loan Servicing – Prepares reports and supports the Small Business Administration (SBA) and Mortgage Loans Sold Serviced Portfolio.
- Supports maintenance of the data management system.
- Serves as a resource to RCU management and staff to help them better understand financial results and measurement systems as well as responding to report and analysis requests that have been properly approved.
- Confidently builds relationships and works with third party vendor or other external contacts, as directed by manager.
Required Experience
Qualified candidate will have a combination of training and experience that would provide the knowledge and abilities listed above. This will include a Bachelor’s Degree in Accounting or Finance, or other relevant field, and a minimum of 1-year financial analysis experience. Experience in depository financial institution processes and procedures or similar experience is preferred.
MANDATORY VACCINATION POLICY: As a condition of employment, new hires must be fully vaccinated against COVID-19 on or before the first day of employment (subject to legally mandated exemptions).
SERVICE ~ TRUST ~ PEOPLE ~ COOPERATION
We are an Equal Opportunity Employer