Financial Analyst Budget

Job Summary The Financial Budget Analyst is responsible for analysis and activities to ensure operational effectiveness and integrity of the budgeting and forecasting process. The Analyst assists with the budgeting and forecasting implementation workflow processes. Education and Experience Bachelor degree in accounting or finance required Minimum three years related work experience required Financial and statistical reporting, design and preparation of financial models experience Prior experience working with big data and profitability models preferred Excellent communication and interpersonal skills Ability to work independently, multitask and meet deadlines High level of proficiency in Microsoft Access, Microsoft Excel and Microsoft Word; experience with Excel macros and Power Query a plus Experience with Adaptive Planning, Axiom Planning, Empyrean, or similar budgeting systems preferred Responsibilities Supports the preparation of the capital and operational budget Responsible for budget and profitability analysis Tracks and reports on capital project budget versus actual spend and obtains feedback from the credit union’s organizational units Produces monthly financial statements and board reporting package Assists with preparation, distribution and reporting of the budget and forecasting business unit workbooks and reports Assists with business unit training and support involving the budgeting process Works with business units to develop forecast models for revenue and expenses Uses budgeting software to track, monitor and continually manage departmental budgets Responsible for obtaining, reviewing and incorporating economic data into applicable processes Identifies trends in financial performance and provides recommendations for improvement Produces a variety of key financial reports to support management decisions Performs other duties as needed upon request by immediate supervisor Benefits Eligible for annual discretionary bonus program; some positions qualify for quarterly performance incentives Paid time off for vacation, personal days and holidays 401(k) company contribution Teachers paying 100% of dental and vision premium Tuition reimbursement offered to full-time employees Exclusive employee discount of 0.96% APR on credit card loans and 1.00% APR on all other loans through Teachers Salary Range: $75,000 - $90,000 per year. The range is an estimate and may vary based on qualifications and operational needs. All candidates will be subject to a background check, credit check and drug test to determine employment eligibility. #J-18808-Ljbffr Teachers-Federal-Credit-Union