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Financial Analyst

$71.97k

Elevations Credit Union

When joining Elevations, you can expect to work for a company with: A leadership team that strives to make this the best place you’ve ever worked! A focus on supporting our employees’ mental, physical, and financial well‑being A commitment to diversity, equity, and inclusion recognized by the Denver Business Journal and Colorado Association of Realtors A highly engaged workforce devoted to innovation, continuous improvement, and collaboration A reputation for excellence, as evidenced by being a two‑time recipient of the Malcolm Baldrige National Quality Award A passion for consistently providing amazing experiences and creating raving fans If you join our team, here are some of the perks you can expect: A competitive total rewards package with 4 weeks paid time off for full‑time employees, work‑anniversary paid time off, paid volunteer time off, and 12 paid holidays Comprehensive medical, dental, and vision plans with employer contributions to supercharge your Health Savings Account Up to a 4% match on 401(k) contributions Up to twelve weeks of fully paid parental leave An extensive Employee Assistance Program that provides personalized care options for your whole household Ample opportunity to learn, develop and grow with access to LinkedIn Learning, career and leadership development programs, job shadowing, a mentor program, and tuition reimbursement up to $5,250/year Hybrid: Employees who are able to perform the essential functions of their jobs away from an Elevations location may do so with the expectation that they are onsite at least fifty percent of the time over a two‑week pay period. Summary/Objective Analyzes complex financial data using an understanding of enterprise data and financial acumen to produce meaningful results with direction from senior staff or management. Evaluates financial performance and provides recommendations to management for achieving FP&A and treasury objectives. Responsible for generating complex recurring financial and risk reporting, committee packages, and ad‑hoc data modeling. This position will require collaboration with internal business units, external vendors, and presenting to executive‑level audiences. Essential Functions Prepares recurring reporting for various committees, teams, and the board of directors Analyzes financial data specific to FP&A, profitability, accounting, credit risk, and enterprise risk by generating complex quantitative studies (statistical modeling) Leads the monthly loan loss allowance (CECL) calculation and includes periodic assumption validations and back‑testing Performs ad‑hoc reporting and analysis Proactively implements automation to streamline processes using SQL, Python, and Excel Utilizes and creates finance and credit risk databases leveraging business intelligence best practices Enhances documentation of department‑level process and procedures Responsible for supplemental economic research to support internal qualitative assumptions Reports To This role generally does not have supervisory responsibility. May train or mentor junior staff as needed. Required Skills, Education, and Experience Two or more years of financial analysis experience, preferably within financial services Demonstrates working knowledge of finance, credit risk, accounting, and business intelligence FP&A, CECL, P&L, investments, profitability, underwriting, collections, GAAP, GL, and data modeling Excellent personal computer and Microsoft Office Suite skills Understanding of data/statistical languages: Excel, SQL, Python Strong written, presentation, and interpersonal skills with a drive for mentorship/ability to cascade knowledge Ability to work in a high‑production environment and respond quickly and effectively under pressure, changing priorities and tight timelines/deadlines. Able to have a flexible work schedule Ability to work independently and within a team environment to make rational timely decisions High degree of accuracy, attention to detail, integrity, work ethic, and willingness to learn Internally motivated to seek out answers, generate ideas, and develop new skills Ability to learn new software products and think creatively to find new solutions/efficiencies Ability to partner with cross‑functional teams as a key contributor to their ongoing success Adheres to all federal and state laws and regulations governing the credit union, including the Bank Secrecy Act Personal smartphone required due to multi‑factor authentication; standard office equipment will be used for this office‑based role Preferred Skills, Education, and Experience Bachelor’s degree required with a strong preference in finance, economics, or accounting. Physical Requirements Sitting frequently, walking occasionally, use of hands frequently, hearing constantly, talking frequently, exerting up to 10 lbs of force occasionally to lift, carry, push, pull, or move objects Position Type/Expected Hours of Work Full time / 40 hours per week Monday through Friday Compensation The person hired into this position will likely earn between $71,973 & $89,966 annual salary, plus annual bonus. Actual compensation offered may vary from the posted hiring range based on factors such as relevant experience, time in role, base salary of internal peers, prior performance, business sector, licensure requirements and/or skill level, and will be finalized at the time of offer. EEO Statement The Credit Union is dedicated to the principles of equal employment opportunity. We prohibit unlawful discrimination against applicants or employees on the basis of age 40 and over, race (including traits historically associated with race, such as hair texture and length, protective hairstyles), sex, sexual orientation, gender identity, gender expression, color, religion, creed, national origin, ancestry, disability, military status, genetic information, marital status, or any other status protected by applicable state or local law. Candidates for certain positions may be required to submit to a credit history report in determining qualification for employment with Elevations Credit Union. If the position you are applying for requires a credit history report, any information received in such a report will not be the sole factor in making an employment decision. A history of personal financial irresponsibility may be a reason for disqualification insofar as it relates to your potential job duties. Elevations Credit Union is aware that occasionally there are extenuating circumstances that may affect an individual's credit history. We comply with the Fair Credit Reporting Act and the Colorado Employment Opportunity Act. #J-18808-Ljbffr

Vacancy posted 4 days ago
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