SENIOR FINANCIAL ANALYST, DEPOSITS/MARKETING - (HYBRID)

Company: First Tech Federal Credit Union
Location: Hillsboro
Posted on: October 20, 2024

Job Description:

DescriptionThe 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 97124 (HYBRID)Target Compensation in Hillsboro, OR: $85,000 to $94,000 annually + annual bonusBenefits 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).First Tech is not currently offering Visa sponsorship for this position.
  
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  Remote working/work at home options are available for this role.

Keywords: First Tech Federal Credit Union, Beaverton , SENIOR FINANCIAL ANALYST, DEPOSITS/MARKETING - (HYBRID), Accounting, Auditing , Hillsboro, Oregon