Financial Planning and Analysis Analyst- Endwell, NY

Visions Federal Credit Union • Endwell, NY

4d • $28 - $37 • Onsite

About The Position

We're in the business of people helping people and you can help us change lives just by working here. Whether it’s helping a member make a transaction, buy their first home, or improve their financial wellness one step at a time – you have an impact on their lives just by working here, no matter what your position may be. Work with us – and be part of something bigger than banking. In exchange for your time and talents, we offer generous benefits. After all, you make us awesome, so we take care of you with things like… Pension Plan, 401k Plan with company match Excellent health benefits Flexible Paid Time Off (PTO), Volunteer Time Off (VTO), and Wellness Time Off (WTO) 10+ paid holidays per year Lifestyle Spending Account stipend for wellness, caregiving, or personal expenses such student loans and tuition reimbursement Employee recognition program ...and more! At Visions, we do, and will continue to, treat all of our employees fairly and with complete respect, regardless of race, ethnicity, gender, and any other differences. We strive to celebrate the diversity of our employees, as they are part of the fabric of this great credit union. Title of Position: Financial Planning and Analysis Analyst Position Overview: As an FP&A Analyst, you will support the credit union’s financial planning, forecasting, budgeting, and financial analysis functions. This role provides forward looking financial insights to support balance sheet management, funding strategy, and strategic initiatives, while partnering closely with Finance leadership and Deposit Strategy. Position Type: Full-Time (40 hours/week). Regular shifts include Monday to Friday 8:00AM to 5:00PM.

Requirements

• Associate’s degree in Financial, Accounting or Business-related discipline required with 1-3 years of relevant experience. 3-5 years of relevant experience will be considered in lieu of a degree.
• High level of Excel proficiency required
• Proficient in the Microsoft Office Suite programs.
• Proficient with standard office equipment such as computers, phones, photocopiers, filing cabinets and PCs, etc.
• Visions remains committed to the aspects of diversity and inclusion and will consider alternative education and experience.

Nice To Haves

• Bachelors Degree
• Experience with using derivative instruments.
• Demonstrated experience using advanced Excel to develop and maintain complex financial models supporting forecasting and scenario analysis.
• Qualified candidates will be required to complete a skills assessment as part of the interview process.

Responsibilities

• Maintain and support the financial budgeting model, including assumptions documentation, scenario analysis, and variance reporting.
• Assist business partners by responding to budgeting questions and coordinating accurate, timely budget inputs.
• Support financial planning and forecasting processes, including variance analysis and reporting.
• Prepare ad hoc financial analysis related to income statement performance, balance sheet trends, and liquidity.
• Prepare ad hoc financial analysis and materials for ALCO, executive management, and internal committees.
• Collaborate with the Deposits and Payments Department by providing analytical support for deposit initiatives, pricing strategies, and growth scenarios.
• Analyze the financial impact of investment activity, wholesale funding strategies, and balance‑sheet changes to support liquidity and ALM decision making.
• Support liquidity stress testing activities and provide backup support for ALM modeling and reporting under the direction of Finance leadership.
• Provides departmental back-up coverage as needed.
• Respond effectively to changing ideas, responsibilities, expectations, trends, strategies, and other processes.
• Demonstrate a commitment to diversity, equity, inclusion, and belonging through continuous development, modeling inclusive behaviors, and proactively managing bias.
• Perform other duties needed to help fulfil our mission, drive our strategy, and support our organization’s values.

Benefits

• Pension Plan
• 401k Plan with company match
• Excellent health benefits
• Flexible Paid Time Off (PTO), Volunteer Time Off (VTO), and Wellness Time Off (WTO)
• 10+ paid holidays per year
• Lifestyle Spending Account stipend for wellness, caregiving, or personal expenses such student loans and tuition reimbursement
• Employee recognition program

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree