Department: Finance

Reports to: CFO

Position Summary:
The main responsibility of the Financial Analyst is producing an accurate in-depth long-term forecast showing results for multiple different interest rate scenarios utilizing modeling software quarterly. Results of the forecast are measured against policy and reported to the Asset Liability Management Committee, a sub-committee of the Board of Directors. In addition to the normal forecast, additional “what if” forecasts are completed. The forecast will present profitability and accounts at the entity level and at branch level when submitting the budget annually.

Duties and responsibilities:
• Incorporate actuals into the strong foundation of forecasting documents and Interest Rate Risk and Measurement forecasting software.
• Perform quarterly forecasting with the strong foundation of forecasting documents.
• Incorporate the strong foundation of forecasting documents into the Interest Rate Risk and Measurement software for finalization.
• Validate assumptions in the Interest Rate Risk and Measurement software.
• Prepare various forecasting reports from the Interest Rate Risk and Measurement software.
• Periodically run various what if scenarios.
• Present forecast results to the Executive Team and the Asset Liability Management Committee.
• Monthly variance report of actuals to forecast with relevant insights including recommended forecast changes.
• Assist in the accounts payable process.
• Assists executive management in ensuring prudent business compliance with risk policies and procedures.
• Accomplish organization mission by completing special projects and related duties as needed.

Qualifications and Education Requirements
This position requires, at minimum, a BS in accounting or finance and at least one year of experience involving the analytical research and reporting of complex financial data preferably with a bank or credit union. Position requires knowledge of MS Office at an intermediate to advanced level, experience with computerized accounting systems, proficiency with data imports/exports as well as experience reconciling and analyzing general ledger accounts. Also required are excellent oral and written communication skills, exceptional attention to detail with the ability to consistently produce accurate work, able to prioritize work in a fast-paced environment, and the ability and experience handling deadlines.

Salary and Benefits
Base pay up to $70k plus potential for bonus, generous medical and insurance program, and 401k match.