Financial Planning and Analysis Associate

Job Title: Financial Planning and Analysis Associate

About the Role

The primary purpose of this position is to assist Allegacy Financial in living out its mission: "to help you make smart financial choices". To achieve this goal, the employee must provide outstanding service to both internal and external members. This position conducts financial, statistical, analytical, and asset/liability management functions and performs complex budgetary functions.

Key Responsibilities

• Deliver outstanding service to both internal and external customers that meets or exceeds our Service Promises.
• Exercise critical thinking to understand current processes and identify areas of opportunity.
• Support Senior Financial Analyst in maintaining the credit union’s in-house Interest Rate Risk (IRR) model.
• Work closely with Senior Financial Analyst to ensure accuracy of modeling assumptions and potential strategic actions.
• Analyze financial information and make recommendations based on best practices that are consistent with short/long term goals of the company.
• Assist with the development of budgets for the organization.
• Work on cross-functional projects and/or teams.
• Plan and monitor timelines to meet strict deadlines for internal and external reporting requirements.
• Gathers, compiles, and prepares information for routine financial reports, analysis, and presentations.
• Monitor and track key performance metrics/indicators and reporting to management, including proactively highlighting success while identifying areas of improvement with possible alternatives.
• Perform trend and variance analysis, modeling, and what-if scenarios to assist in reaching strategic goals.
• Establish relationships with all areas of Allegacy Financial to be viewed as a business partner.
• Manage special project assignments as requested.
• Assist in coordination and communication with NCUA examiners and external auditors.
• Monitor and reconcile investment portfolio.

Requirements & Tech Stack

• Strong analytical skills; must possess the ability to make quick decisions and use good judgment.
• Must be a self-starter who can work with minimal supervision, with the expectation of working as a motivated and cooperative team member.
• Must possess a high sense of urgency and work ethic.
• Must be able to manage multiple tasks concurrently.
• Must have ability to generate and analyze research data including an advanced knowledge of appropriate financial analysis techniques.
• Strong communication skills including ability to effectively express complex ideas and highly technical financial information verbally and in writing in an understandable manner.
• Must demonstrate high skills in MS Excel, including macros.
• Database skills required.
• Willingness and ability to learn new skills and take on additional responsibilities.
• Ability to work overtime as needed.
• Eligibility to be bonded.