Job Description

Members Achieve More isn't just a tagline for us, it's part of everything we do! We're looking for passionate individuals to join our team to help us maintain that focus every day. Want to work somewhere that's remained strong for 90 years, that encourages you to learn, grow, and pursue your dreams? If yes, then read on...

The FP&A Analyst provides valuable insight into organizational financial planning and financial analysis to be used for strategic decision making. Responsible for performing business analysis, planning, forecasting, and variance analysis, and delivers recommendations to the Manager of FP&A. Provides support to the FP&A Business Partners, Manager of FP&A and the lines of business for financial analysis and planning related activities. Performs work under general supervision. Handles basic issues and problems and refers more complex issues to higher-level staff. Possesses beginning to working knowledge of subject matter.

Schedule: Monday - Friday, 8:00am -4:00pm. This position will be a hybrid model both in person and remote with minimum of onsite expectation of 40% or as needed.

In this position, you will

• Planning & Forecasting: Assist with preparing annual budgets, operating plans, and routine forecasts in consultation with the lines of business and FP&A Business Partners. Develop and maintain tools to assist with driver-based planning. Assist with preparing long-term financial plans to assist with strategic decision making.
• Financial Reporting & Analysis: Analyze data, draw conclusions, and make recommendations, contributing to informed decision making across the credit union. Prepare reporting and analysis of actual performance compared to operating plans. Assist with reviewing and explaining variances to plan and recommending adjustments to forecast as necessary.
• Scenario Analysis: Perform sensitivity, scenario, and what-if analysis. Assess financial impact of changes to business operations, new business opportunities, or acquisitions.
• Business Case Review: Prepare financial analysis of business case requests and ad hoc analyses, such as ROI, NPV, IRR, cost savings, revenue analysis, etc., to be used for decision making.
• Other duties as assigned.

Qualifications:

BS: Finance

0 to 2 years' experience in Finance, Financial Planning & Analysis, or Accounting | Required Any equivalent combination of experience and education. | Required

FP&A Certification - FP&A