Financial Analyst

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 Location: Elevations Credit Union - Broomfield Basecamp 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 reoccurring 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 reoccurring 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 a complex quantitative studies (statistical modeling) Leads the monthly loan loss allowance (CECL) calculation and including 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: Manager Finance Manages: 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 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 applicable to the Credit Union, including the Bank Secrecy Act Preferred Skills, Education and Experience: Bachelor’s degree required with a strong preference in Finance, Economics, or Accounting. Work Environment: Elevations uses multi‑factor authentication to keep our data safe. As such, a personal smartphone is a requirement for employment with us. This job operates in an office setting and routinely uses standard office equipment. 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 Classification: Exempt 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. Anticipated Application Window: This role is anticipated to close within 25 days from the date of posting. However, if the position has not been filled, Elevations may keep the application period open longer. Other Duties Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice. 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 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