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Senior Financial Analyst

Job Summary This position will report to the VP of Accounting and Finance and has high impact and visibility to Executive management.  Primary responsibilities of this role are to assist in the financial analysis of operations, asset liability management, forecasting, profitability, budgeting and various special projects company wide.    Essential Job Duties and Responsibilities                                                                                                                    Consistently meet all Shell FCU Service Commitments; Shell FCU Employee Creed and Shell FCU Service Distinctions. Accountable to maintain knowledge of and comply with all applicable rules and regulations required within the scope of duties, including, but not limited to, the Bank Secrecy Act. Required to attend annual training sessions as instructed or scheduled. Perform job duties and responsibilities in compliance to SFCU policies, procedures, philosophy and standards of performance. Model and/or forecast credit union performance using Asset Liability management Software. Ability to pull data and create reports using SQL as needed Partner effectively with leaders and subject matter experts across the company to generate insightful and timely analysis. Provide ad-hoc projections and analysis as needed and propose comprehensive recommendations. Prepare annual corporate capital and operations budget and review variances to budget monthly. Prepare monthly cash flow analysis. Make recommendations on investment purchases to the Controller and CFO. Maintain investment subsidiaries including the recording and reporting of investment purchases, maturities and income accruals. Responsible for all facets of Vendor Due Diligence. Assist in analyzing new regulation and developing action plans for implementation. Perform all aspects of work with a high degree of effectiveness, efficiency and accuracy. Stay abreast of industry and business issues and understands and can apply this knowledge in current activities. Demonstrate strong analytical capabilities and ability to work closely with project teams to ensure financial goals are met. Performs additional duties as assigned. Qualifications To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.   Knowledge and Skills Experience: Five to Seven years of similar or related experience including budget/forecasting, Asset Liability Management and investment management.   Education / Training:       A Bachelor's degree in Finance or Accounting.   Job Requirements:          Knowledge of credit union products and services. Welcoming and helpful demeanor. Hands-on knowledge and experience with credit union asset liability software and all related concepts. Possess well-developed communication skills using tact and persuasiveness to reach an objective and maintain goodwill. Possess a highly positive, member-service oriented attitude and the ability to anticipate member needs and initiate assistance beyond duties assigned. Proficient computer skills, including working knowledge of the MS Office Suite. Proficient in writing and SQL. Accuracy with numbers, attention to detail and strong reporting skills are needed. Able to successfully manage multiple assignments and meet deadlines. Self-Motivated individual with willingness to learn, accept responsibility, and tackle new challenges with a commitment to excellence. Ability to effectively communicate, both orally and in written form. Perform all work within established policies and procedures.
Salary Range: NA
Minimum Qualification
5 - 7 years

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