Financial Analyst

The Financial Analyst is responsible for the compilation and maintenance of reliable financial information. The Analyst produces monthly financial analyses and Asset Liability Management Committee (ALMC) reporting package including, but not limited to, various special financial projects as required.

Essential Functions, Duties, and Responsibilities:

• Financial reporting and analysis, including budgeting, forecasting, variance analysis, financial reporting, and Profit & Loss (P&L) management
• Coordinate and collect input data from different departments, check data integrity, summarize and convert data, run models, verify, analyze, and communicate output data
• Assist in developing and maintaining forecasting models, research financial and economic trends for specific projects, and provide technical solutions for business analysis
• Analyze current financial results to identify and address evolving business issues and opportunities
• Perform reporting and analysis to support presentation and ad-hoc requests
• Participate in the month end closing of the Credit Union’s financial statements
• Assist in the coordination and preparation of the annual financial plan
• Partner with business leadership to assess the financial implications of ongoing efforts to grow the organization
• Develop presentations to communicate business and analysis results to senior leadership audiences
• Assist with the preparation and communication with regulators and other third parties
• Independently manage and prioritize workload

Qualifications:

• Bachelor’s degree in Finance or equivalent combination of working experience/training
• Proficiency with Excel, PowerPoint and Access
• Experience in financial analysis
• MBA Graduate in Finance or related/equivalent field.
• Previous working experience and knowledge of credit unions and applicable policies, procedures, laws and regulations.
• Prior experience with budget and financial forecasting models within a financial institution.

Competencies:

• Service Champion – Adopts a service orientation, building trusting relationships and delivering value for associates, members, and communities.
• Langley Ambassador – Demonstrates a passion for Langley’s vision, encouraging diversity, equity and inclusion while considering Langley’s values when making decisions and taking accountability for delivering results.
• Agile in Action – Adapts to changes in the business, demonstrating innovation to improve Langley and advance the business into the future.
• Team Driven – Collaborates across Langley, communicating with transparency and prioritizing a team-based approach that delivers optimal outcomes for associates, members, and communities.
• Continuous Learner – Maintains an understanding of Langley’s business and how value is delivered to members and actively pursues opportunities to grow oneself and strengthen the organization.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)