Jobs

    Senior Financial Analyst, Deposits/Marketing - Hillsboro, United States - First Tech Federal Credit Union

    First Tech Federal Credit Union
    First Tech Federal Credit Union Hillsboro, United States

    3 weeks ago

    Default job background
    Description


    The Senior Finance Analyst, Deposits & Marketing Focus reviews and analyzes financial data including forecasts, plans and variances, providing insight, guidance and recommendations to senior leadership.

    The Senior Analyst is also involved in creating financial models, financial reporting and providing financial analysis support and recommendations to marketing products.

    Here's what you can expect from the job and what you need to be successful:

    Job Duties

    Prepare, review and analyze financial forecasts and plans, analyze variances, and proactively seek new forms of analysis and offer insights, and recommendations to leadership
    Provide complex financial analysis, support and recommendations to assigned business units, guiding them through monthly P&Ls reviews
    Create complex financial models in collaboration with business partners
    Partner with Accounting in the month end financial close
    Forecast scenarios and offer recommendations on balance sheet positioning
    Participate in ALCO, Credit Risk Committee, and Pricing Committee to capture relevant business information required for forecasting
    Analyze ad hoc large data sets and provide insights to leadership
    Lead in the regular maintenance/upgrades of the financial planning & analysis systems including Oracle Enterprise Planning & Budgeting Cloud Service and PROFITstar, as required
    Prepare monthly, quarterly, and annual financial and regulatory reports, as required
    Mentor peer Financial Analysts on a day to day basis

    Essential Skills

    Minimum 4 years' experience in financial analysis and reporting with a mid-to-large size organization, including experience designing, preparing, and interpreting financial reports for management reporting and analysis
    Experience in the financial services industry is preferred
    Broad knowledge of GAAP
    Ability to work independently and collaborate as a team; anticipate needs and prioritize projects in a fast-paced environment with tight deadlines and high-volume peaks while producing high-quality work
    Strong analytical and decision-making skills with attention to detail
    Excellent verbal and written communication skills; able to express ideas concisely and logically
    Ability to organize, analyze and interpret financial data to explain complex concepts to leadership
    Ability to create and deliver engaging presentations tailored to leadership
    Demonstrated ability to establish credibility and rapport with internal stakeholders
    Familiarity with Oracle EPBCS, PROFITstar or other projection/ALM software is preferred
    Advanced knowledge of Microsoft Office Suite, particularly Excel

    Minimum Education:
    Bachelor's degree in Accounting or Finance is preferred or equivalent work experience


    Location:
    Hillsboro, OR HYBRID)


    Target Compensation in Hillsboro, OR:
    $85,000 to $94,000 annually + annual bonus


    Benefits options include:
    Traditional medical, dental, and vision coverage
    401K matching up to 5% per pay period
    Accrue up to 17 days of Paid Time Off your first year of employment
    11 paid federal holidays
    Special employee pricing on lending products such as mortgage, auto, and personal loans (eligibility for special employee pricing is subject to standard account requirements and underwriting criteria)

    What makes First Tech different? Click here

    to learn more

    First Tech is not currently offering Visa sponsorship for this position

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