Senior Financial Analyst

Position Summary Department: Finance The Senior Financial Analyst partners with business leaders to deliver financial planning, forecasting, reporting, and business intelligence solutions that support strategic decision‑making. This role combines advanced FP&A expertise with strong data extraction, analytics, and visualization capabilities to transform complex financial and operational data into actionable insights. The position plays a key role in budgeting, forecasting, profitability analysis, dashboard development, and process improvement initiatives across the organization. Essential Duties Lead budgeting, forecasting, and long‑range planning processes; partner with department leaders to develop and maintain financial assumptions and performance targets. Extract, transform, and analyze data from multiple systems and databases using business intelligence and analytics tools to support financial reporting and decision‑making. Develop and maintain financial models, dashboards, and automated reporting solutions that improve visibility into business performance and key performance indicators. Perform variance analysis, profitability analysis, and trend analysis; identify key business drivers, risks, and opportunities, and provide actionable recommendations to management. Build and enhance forecasting, planning, and scenario models to evaluate strategic initiatives and business performance. Collaborate cross‑functionally to understand operational drivers, support business cases, and provide data‑driven insights that improve financial and operational performance. Prepare executive‑level reporting, presentations, and financial packages that clearly communicate financial results and strategic recommendations. Drive automation, standardization, and continuous improvement of financial reporting and analytical processes. Support ad hoc analyses, strategic projects, and management requests with accurate, timely, and insightful financial analysis. Experience in the banking or credit union industries highly preferred. 5‑8+ years of experience in FP&A, financial analysis, business intelligence, or related finance functions. Advanced Excel and financial modeling skills. Experience with Power BI, Tableau, Snowflake, Power Query; Proficient with Prologue and Axiom. Strong analytical, problem‑solving, and communication skills with the ability to translate complex data into actionable business insights. Experience with budgeting, forecasting, financial reporting, and enterprise planning systems preferred. Performs other duties as assigned. Qualifications Education: Minimum 4‑year bachelor’s degree in business, analytics, or a related field (preferred). Experience: Minimum 5 years in FP&A or related finance functions; 3+ years professional experience in finance, accounting, or analytics. Technical Skills: Advanced Excel, financial modeling, Power BI, Tableau, Snowflake, Power Query, Prologue, Axiom. Analytical & Communication Skills: Strong analytical, problem‑solving, and communication skills with the ability to translate complex data into actionable business insights. Other Requirements: Ability to read, write, and present information to members and team members; ability to compute basic math and solve practical problems under limited standardization. Physical Demands The Team Member occasionally must lift and/or move up to 10 pounds. Ability to stand for long periods of time. Reasonable accommodations may be made for individuals with disabilities. Other Skills And Abilities Must be able to process transactions efficiently. Must be able to communicate policies and procedures to members in an easily understood and professional manner. Must comply with all BSA and AML laws and regulations. #J-18808-Ljbffr