Reference #: 1595
OverviewWhen you join the Members 1st team, you become part of something much bigger than a credit union. You become part of our faM1ly, a tight-knit bunch with big dreams and even bigger values. It is an exciting time for us as we continue to grow, and we hope that you will choose to grow along with us. Wanting the absolute best for our associates means more than just competitive pay. It means fantastic healthcare, paid benefits, opportunities for professional advancement and work-life balance - and best of all, a place where you are accepted and respected for your individuality.
ResponsibilitiesThis is a hybrid opportunity that will require you to be in office at our headquarters (Enola, PA) 2-3 days per week. The position may require in-person training.
Responsible for the preparation, coordination, and documentation of more complex financial analysis projects such as financial and expense performance, return measurement, capital budgeting evaluation, cash flow calculation, multidimensional profitability, and managerial accounting. Provides analysis for forward-looking financial, deposit, loan, and business-related projections. Prepares forecasts and analysis of trends in money, markets, and financial intermediation (including extensive peer analysis) with specific emphasis on identifying trends and developments in competitive environments that are important and useful to Credit Union leaders. Regularly conducts ad hoc financial and business-related studies and cooperates seamlessly with other departments in preparation of analyses. Presents results to senior leaders and provides recommendations that create value through cost reduction, increased efficiency and/or enhanced performance. Creates, maintains, and analyzes monthly, quarterly, and annual reports and ensures that financial information is accurate, complete, and reflects economic substance. Applies multiple query/database tools, financial software, and statistical techniques to build dynamic financial models that creatively solve business problems and/or provide actionable information. Performs financial analysis on several (routine and ad hoc) projects and is directed to assist with multiple departments simultaneously. Operates within broad guidelines/policies, manages several projects and departmental relationships simultaneously, and independently performs tasks from end to end with limited or no supervision.SKILLS
Excellent interpersonal, verbal, and written communication skills
Ability to develop complex financial models
Advanced application of financial knowledge and problem-solving skills
Detail oriented with mathematical aptitude/computation and organization skills
Advanced comprehension of financial markets, the economy, investment instruments, and financial intermediation
Familiarity with database tools, data collection, and advanced proficiency in Microsoft ExcelCOMPETENCIES
Effective knowledge
Accountability and self-management
Teamwork and leadership
Communication
Innovation and problem-solvingWORKING CONDITIONS/PHYSICAL DEMANDS
Ability to communicate effectively in English, both orally and in writing
Visually able to perform activities such as preparing and analyzing data and figures, viewing a computer terminal, and extensive reading
Ability to sit for extended time periods
Sufficient manual skill for operation of PC keyboard and other standard office equipment
Ability to travel, including occasional overnight travel
Ability to exert minimum amounts of force occasionally to lift, carry, push, pull or move objects
Qualifications3-5 years of related experience
Does this position require a valid Drivers License?NoEqual Opportunity Employer/Protected Veterans/Individuals with Disabilities
