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Role Description

The Financial Strategy Analyst II plays a key role within the Finance team, combining financial analysis and data analytics to support forecasting, reporting, risk monitoring, and decision-making. This role contributes to the development and enhancement of data-driven tools and insights that support the Credit Union’s financial performance and risk management objectives.

• Supports short- and long-term financial forecasting, as well as ongoing monthly financial reporting and analysis.
• Analyzes balance sheet, income statement, and key performance metrics, and monitors loan, deposit, and liquidity trends to support management decision-making.
• Advances the use of deposit analytics software to maximize capabilities and deliver insights that drive balance sheet management and strategic planning.
• Assists in the interest rate risk (IRR) modeling process by collaborating internally and externally with our vendor to generate timely output to inform balance sheet strategy.
• Assists in creating updated forecast and risk reporting provided to the Asset Liability Committee (ALCO), Finance Committee, and Board of Directors.
• Builds working knowledge of Credit Union data architecture, including data flows and transformations, and cross-trains on existing reporting to ensure continuity and coverage.
• Supports data accuracy and consistency and identifies and resolves data issues as they arise.
• Considers and leverages external data sets to combine with proprietary CCU data to generate deeper member and industry insights.
• Assists in the development and refinement of ongoing product profitability analysis.
• Collaborates across the organization, including close coordination with the Data Analytics and Accounting teams.
• Communicates clearly and effectively, translates technical information for non-technical audiences, and works collaboratively within the department and across the organization.
• Presents analysis in meetings with the Director of Finance and Investments, CFO, and other strategic decision makers, and may serve on Credit Union committees or cross-functional analysis teams as appropriate.
• Documents associated work processes, models, and queries used across various workflows.
• Occasional travel to all markets may be required.
• Also assumes responsibility for other projects or duties as required or assigned.

Qualifications

• Advanced skills using Microsoft Excel, SQL Server, Python, and other various business analytics programs and tools.
• Effectively leverages knowledge of Accounting entries, operational budgeting, creating various financial reports, and analyzing financial data.
• Demonstrates exceptional organizational, analytical, and problem-solving skills.
• Demonstrates a high level of flexibility and initiative and can work effectively without direct supervision.
• Ability to manage multiple projects and priorities.
• Excellent verbal, written, telephone and interpersonal communication skills and must possess a strong service orientation.
• Proven ability to be a technical leader and assist others in their growth and development.
• Anticipates the need for and embraces technological change by acting as a change agent and ensuring that changes are implemented quickly and smoothly into the ongoing operation.
• Ability to work independently yet collaborate cross-functionally in a team environment.
• Has excellent judgment and the ability to make sound decisions and think outside the box.
• Keen ability to consistently balance the “bottom line” with our culture and member service standards.

Requirements

• A Bachelor’s degree in Accounting, Finance, Economics, Mathematics, or Data Analytics is preferred. Commensurate work experience will also be considered.
• Possession of or progress toward Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), or Financial Risk Manager (FRM) designation a plus.
• 3+ years of extensive experience in financial analysis and data analysis required. Experience working in a financial institution is preferred.

Physical Requirements

• Reasonable accommodations may be made to enable individuals with disabilities to perform the role.
• Ability to work within a moderately noisy, fast paced environment.
• Regular use of computer required.
• Regular use of fine motor skills required.
• Specific vision abilities required by this position include close vision and the ability to adjust focus from close range to long range.

Compensation

The Financial Strategy Analyst pay range is $78,500 to $110,000 per year. Hiring rates are dependent on several factors, including years of related work experience, education, and geographic location. Corning Credit Union also offers an annual bonus plan as part of its comprehensive compensation package. Additionally, most roles have further levels providing added growth opportunities and earnings potential.