Grow Financial Federal Credit Union

Financial Analyst II

Job Locations US-FL-Brandon
Job ID 2020-1534
# of Openings
2
Posted Date
1 month ago(6/29/2020 4:47 PM)
Category
Accounting/Finance

Overview

At Grow Financial, we believe in service—to our 200,000+ members, 550+ team members and local communities. We know happy, engaged people provide the best service, so we live by our mantra: Be Bold. Be Great. Have Fun. (Especially the fun part!) Yes, our work is serious, but we don’t take ourselves too seriously. Consistently named a Top Workplace by the Tampa Bay Times and a Great Place to Work among 100 Best Medium Workplaces by FORTUNE Magazine®, we cultivate a positive, collaborative work environment where you can grow personally and professionally. In fact, 94% of our team members say Grow is a great place to work. And the most common word they use to describe the Grow culture? Family.

Responsibilities

Responsible for all activities related to financial planning and analysis for our consumer and commercial lending products (auto, real estate and credit cards) along with the credit union’s deposit products. This includes developing and enhancing product level pricing and profitability analysis, supporting departmental strategic objectives, recommending profitable and/or cost-effective solutions that enhance member experiences; collaborating with business partners to promote enterprise activities. Responsible for providing support for the preparation of the Capital and Operational Budget and all related expense analysis.

 

Financial Planning and Analysis

  • Supports the preparation of the annual Capital and Operational Budget.
  • Works with VP FP&A to model and produce what-if scenarios for Capital and Operational Budget given potential product and projects proposed by management.
  • Works closely with business partners to obtain information needed to produce budgets, competitive product analysis, optimize loan and depository pricing and investment strategies.
  • Conveys the results of the Budget and What-if scenarios to VP FP&A.
  • Responsible for gathering, reviewing and incorporating Macro/Micro economic data into applicable processes.

Pricing and Profitability Analysis

  • Responsible for building, maintaining and reporting on product level pricing, performance and recommendations for changes.
  • Uses analytical skills and financial understanding of credit union products to assist in the exploration, business case development and implementation of new initiatives.
  • Participates in profitability analysis of credit union organizational units and products which includes analyzing performance data, providing assessments of performance trends, identifying and explaining variance from goals and metrics, and identifying indicators of possibly performance issues or changes in future business activities.
  • Monitors all expense accounts and recommend methods for eliminating or minimizing costs.

Qualifications

  • Bachelor of Arts/Science degree in business, accounting or finance from an accredited university required, finance degree preferred.
  • 3 to 5 years related work experience is required.  Prior experience in a consumer lending financial analyst role is highly preferred.
  • Demonstrates competency in financial and statistical reporting, design, preparation of financial models.
  • Working knowledge of Tableau software and Profitstar is preferred.
  • Must have excellent communication and interpersonal skills to interface with credit union personnel.
  • Must be able to work independently and maintain tight schedules.

Excellent Benefits * 401K Plan * Competitive Pay * Business Casual Environment * Service-Minded Team Attitude * Positive Workplace * Exciting Growth Potential & More

 

​​An Equal Opportunity Employer Minorities/Females/Veteran/Disabled

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