KEMBA Financial Credit Union Looking for Financial Analyst II at Columbus, Ohio Full Time

Objective

The Financial Analyst II is responsible for providing support in the key areas of Finance: forecasting, asset liability management, liquidity management, and investments. This individual will develop, maintain, report, and make recommendations related to these areas. They will conduct complex analysis in these areas and in other areas as requested by management. The Financial Analyst II will communicate, interface, and professional deliver information to all levels of credit union personnel including the Asset Liability Committee (ALCO) and leadership. The individual will possess strong data analysis and extraction skills combined with above average communication and organizational skills.

Duties and Responsibilities

Assumes responsibility for the effective performance of Financial Analyst II functions:

Prepare reports for and participate in ALCO meetings

Prepare reports for and participate in product pricing and profitability meetings

Primary contact for external ALM modeling consultant

Assists in quarterly modeling and reporting, including preparation and validation of data, analysis of model assumptions and results, back-testing, stress-testing, and other duties under the direction of Finance leadership

Recommend strategies related to assets, liabilities, and liquidity management as requested

Support Finance leadership with Finance department policy and procedure development and compliance monitoring

Assists in the preparation and analysis of regular reporting, ad-hoc requests, and other tasks related to budget variance, asset liability management, investments, liquidity, profitability, and forecasting

Perform various duties related to the credit unions investments and secondary funding sources including analysis, settlement, safekeeping, pledging, and communications with broker relationships

Provides support in the annual budget process in forecasting, gathering data, providing information to, and translating information from departments

Responsible for maintaining, utilizing, and enhancing where appropriate, the forecasting and budgeting software (PROFITstar or like software) and profitability software (PROFITability or like software)

Prepare various exam and audit materials as directed

Learn and utilize auxiliary systems and third-party resources to access data, including but not limited to lending, payroll, and financial systems

Work with cross-functional teams as directed by Finance leaders

Assumes responsibility for establishing and maintaining effective communication and coordination with area personnel and management:

• Assists and supports Credit Union personnel as needed
• Keeps management informed of area activities and of any significant problems
• Attends and participates in meetings as required

Assumes responsibility for maintaining effective business relations with vendors and other trade professionals:

• Maintains and conveys the Credit Union’s professional reputation
• Aids and acts as the Credit Union’s representative as needed

Assumes responsibility for related duties as required or assigned:

• Stays informed of trends and changes in the finance and accounting fields
• Completes special projects as assigned in a timely and accurate manner
• Serves as a financial resource for management

Develops an understanding of Credit Union history, philosophy, organization, policies, and operational procedures

On a self-directed basis, continues to improve individual level of competency through training and certification on established educational programs

Must be able to relate to other people beyond giving and receiving instructions:

• Can get along with coworkers or peers without exhibiting behavioral extremes
• Perform work activities requiring negotiating, instructing, supervising, persuading, or speaking with others
• Respond appropriately to feedback from a supervisor

Performs other duties as required by management

Required Qualifications

Undergraduate degree or higher in Accounting, Finance, Business, Mathematics, or related education and experience; required

Two to four years of related experience in banking, finance, insurance, accounting, or related; required

Strong Excel and Powerpoint skills

Familiarity with SQL or other programming languages ; preferred

Solid organizational and analytical skills

Good written and oral communication skills

Strong sense of priority, attention to detail and high degree of accuracy

Good project management abilities

Ability to work in a fast-paced, deadline driven environment

Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of the job. KEMBA is committed to providing qualified individuals with disabilities reasonable accommodations to perform the essential functions of the job.

While performing the duties of the job, the employee is regularly required to sit; use hands to manipulate, handle, feel, and talk or hear. The employee is frequently required to reach with hands and arms. The employee is occasionally required to stand and walk. The employee must occasionally lift and/or move up to 15 pounds. Specific vision abilities required by this job include close vision, distance vision and ability to adjust focus.

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