Senior Financial Analyst

Role Description

The Senior Financial Analyst partners with the Finance Manager to support and enhance the organization’s treasury and financial management functions, including:

• Financial planning and analysis (FP&A)
• Risk management
• Liquidity management
• Investment oversight

A critical component of this role is leveraging advanced data analytics, financial technology, and emerging AI tools to streamline forecasting, automate reporting, and elevate decision-making. The analyst is expected to partner with the digital transformation team to:

• Identify opportunities for automation
• Implement machine learning models
• Utilize data visualization tools to drive efficiency and generate deeper financial insights

This role operates both strategically and tactically, delivering actionable insights, leading cross-functional initiatives, and driving financial performance through:

• Data-driven analysis
• Forecasting
• Business partnership
• Innovative use of technology to support organizational goals

Qualifications

• Bachelor’s degree in Finance, Accounting, or related field
• 3–5+ years of experience in finance, accounting, or treasury functions
• Credit union, Banking, or risk management related experience is a plus
• Strong analytical, problem-solving, and financial modeling skills
• Ability to manage multiple priorities independently and meet tight deadlines
• High level of integrity, professionalism, and attention to detail
• Advanced proficiency in Excel; working knowledge of financial systems and reporting tools
• Experience using data analytics, financial technology platforms, or AI-driven tools (e.g., Power BI, Tableau, Python, SQL, or similar)

Requirements

• Stable internet connection with speeds high enough for video conferencing and screen sharing
• Smartphone with current iOS/Android OS
• Prolonged periods sitting at a workstation and working on a computer
• Ability to communicate with coworkers and customers via email, chat, teleconference, and/or phone
• Ensures adherence to company policies and procedures and Banking/Credit Union Regulations
• Performs additional duties as required

Benefits

• Excellent health insurance packages with a Health Reimbursement Account option
• Life, AD&D, Short-Term Disability and Travel Insurance
• 401k plan with company match dollar for dollar up to 6 percent*
• Generous time-off policy with paid time off (PTO), volunteer time off (VTO), birthday PTO, and company-observed holidays
• Monthly stipend for wellness activities and mental health*
• Tuition reimbursement
• Pet Benefits, including insurance, discounts, “pawternity” PTO day, and more
• Bonus/commission plan for qualifying roles
• Employee perks (including mortgage discounts!)
• PTO purchase and sell-back programs
• Rewards and peer recognition programs
• Trust-based, outcome-oriented remote work environment for most roles

Company Description

At Quorum Federal Credit Union, we are a cutting-edge credit union that operates as a technology company, delivering innovative financial solutions to our members. As a remote organization, we thrive on collaboration and recognize outstanding performance. We are the ideal workplace for self-motivated individuals who are committed to organizational success and eager to join a dynamic team of professionals. We stand out as a best-in-class employer, offering a unique and supportive work environment that fosters personal and professional growth.