Develops, interprets and implements complex financial/accounting concepts and advanced techniques for financial analysis, planning, and control. Provides expert advisory capability and interpretation on all levels of financial activity. Provides specialized technical analysis to determine present and future financial performance; conducts and coordinates the gathering, analyzing, summarizing and the preparation of recommendations regarding financial plans, trended future requirements, operating forecasts and similar complex financial matters. Organizes information from a variety of sources to establish data banks for use in analyzing and creating future plans and forecasts. Performs complex economic research and studies on subjects such as rates of return, depreciation, capital requirement, investment opportunities, investment performance, impact of government requirements and the like. Prepares and presents reports of findings and recommendations to management.
Experience:
Five years of similar or related experience in financial analysis, preferably with credit union experience.
Education:
A BA/BS degree in finance, accounting, economics or related field is required.
Interpersonal Skills:
A significant level of trust and diplomacy is required, in addition to normal courtesy and
tact. Work involves frequent contact with internal and external stakeholders and requires strong interpersonal and communication skills. Work may involve motivating or influencing others. Outside contacts become important and fostering sound relationships with other entities (companies and/or individuals) becomes necessary.
Other Skills:
1. Knowledge of accounting principles and theories; and knowledge of finance principles and theories.
2. Must be able to work and travel independently and use general office equipment such as
telephone and personal computer.
3. Knowledge of the following preferred: Advanced skills in MS Office (i.e.; Excel, PowerPoint, Word); Symitar, ProfitStar, Power BI, Tableau, or similar reporting/analytic/programming applications.
This Job Description is not a complete statement of all duties and responsibilities comprising this position.
Career Development/Advancement Opportunities:
This position is part of a progressive career path within the Finance Department. Successful performance in this role may lead to advancement opportunities such as Senior Financial Analyst, Finance Manager, or other leadership roles within the organization.
This Job Description is not a complete statement of all duties and responsibilities comprising this position.
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