Financial Analyst

Wright-Patt Credit Union Inc.
Beavercreek, OR Other
POSTED ON 10/11/2022 CLOSED ON 11/21/2022

Job Posting for Financial Analyst at Wright-Patt Credit Union Inc.

The Financial Analyst provides financial analysis and reporting support for finance team, assigned business units and legal entities.

  • Lead the development of timely and accurate ongoing financial budgets, forecasts, variance analyses, profitability, and management reports for WPCU across assigned business units and legal Interact with peers and management at multiple organizational levels to explain the planning process, identify factors impacting financial trends, and recommend opportunities for improvement.(30%)
  • Develop ad hoc analyses and financial models to support financial decisions, including the development of strategic business cases for projects, assigned business units, and entities. (30%)
  • Assist with the maintenance and multiple data file uploads into the financial planning software as well as the file preparation and upload into accounting system. (10%)
  • Support business unit and finance team’s reporting, dashboard, and other information needs, including Board, management, and regulatory report and dashboard development. (10%)
  • Pursue a continuous improvement culture that helps create incremental financial value across member, employee-partner, and credit union stakeholders through identification of process improvement opportunities across assigned business units and entities. (10%)
  • Serve as finance representative on committees and project teams related to assigned business units. (10%)
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