Financial Analyst I

GESA CREDIT UNION•Richland, WA

2d•$30 - $50

About The Position

As a member of the Accounting & Finance Team, and under the general supervision of the Finance Manager/Team Leader, the Financial Analyst will support the credit union’s interest rate risk management, liquidity management, and revenue and expense strategies. The Financial Analyst is responsible for developing, maintaining, and supporting recurring analytical processes and will participate in ad hoc projects and teams as dictated by the ongoing needs of the credit union.

Requirements

Ability to maintain thorough knowledge of credit union business lines, processes, and products.
Strong analytical, quantitative, and modeling skills.
Strong financial modeling and analysis skills.
Ability to quickly grasp and adapt to changes in business models and new technologies.
Strong knowledge of troubleshooting skills, techniques, and tools.
Excellent interpersonal and listening skills.
Contribute to process improvement efforts.
Effectively communicate ideas and information, verbally and in writing.
Ability to work jointly and successfully in a team environment.
Ability to display excellent customer service attributes.
Bachelor’s Degree in a business-related field. Degree in Finance or Accounting preferred.
One (1) to three (3) years of experience in the financial or a closely related industry.
Strong working knowledge of Excel.
Ability to quickly parse large amounts of data.
Efficiency with standard office equipment and computer software programs utilized in required duties.
Some travel is required to complete credit union training, attend employee meetings/events, and to fulfill duties and responsibilities.

Nice To Haves

Credit Union or financial institution experience strongly desired.

Responsibilities

Develop, maintain, and support accurate analytical models for evaluating, benchmarking, and monitoring the efficiency, operations, and profitably of various products, services, and lines of business.
Design and maintain regular and ad hoc reports for various business units.
Develop metrics and processes to ensure accuracy when creating and/or maintaining analysis reports.
Support the preparation of the annual credit union-wide budget and semi-annual forecasting processes by accumulating and assembling information, reviewing/analyzing the budget, and providing recommendations regarding the budget.
Serve as a budget support contact for credit union management.
Support the monthly ALM (Asset Liability Management) model update process. Assist with document preparation and data input and validation. Assist with report creation. Gain a working level of knowledge of ALM concepts.
Support the monthly processes related to managing and measuring the profitability of all aspects of the credit union including strategic business units, members, products, and officers. Prepare reports for the credit union’s ALCO.
Develop and maintain a working level of knowledge regarding the credit union’s investment portfolio and credit union approved investments.
Support the credit union's liquidity management processes with regards to liquidity forecasting, stress-testing, and reporting.
Analyze trends in finance, investments, economic, and general credit union business conditions. Provide reporting to senior management to aid in strategic decision making for the credit union.
Develop and maintain a working level of knowledge regarding Gesa’s core operating systems, Axiom software, and other business analysis software tools.
Display strong core values such as trust and dignity, respect and acting in the best interest of the credit union. Lead by example by always displaying solid ethics and integrity. Control risk and operate in a safe and sound manner. Maintain and protect all sensitive data utilizing the highest standard of confidentiality and professionalism. Consistently display respect for all areas of diversity and levels of knowledge.
Attend credit union training sessions and webinars as approved by the supervisor. Maintain awareness of policies and regulations related to duties and responsibilities.