Financial Analyst II
Full Time
Tampa, FL 33610
$59,000 - $85,000 a year
Posted
Job description
Overview:
Suncoast Credit Union is consistently chosen as a Top Workplace because its employees genuinely # LOVEWORK! Employees flourish in an inclusive culture celebrating growth and prioritizing the community. Chartered in 1934, Suncoast has never furloughed any employees. To attract the highest quality candidates, Suncoast Credit Union offers a comprehensive benefits package including, but not limited to:
Compensation: $59,000 - $85,000
based on experience and credentials
Schedule: Monday through Friday 8:00 AM - 5:00 PM (flexible hybrid)
The Financial Analyst provides support and analysis for finance-related functions such as financial reporting, profitability analysis, investments, and liquidity analysis. This individual conducts a variety of financial analyses and forecasting to aid in the completion of credit union projects and product development. An ideal candidate demonstrates excellent analytical skills and a thorough understanding of liquidity management.
Suncoast Credit Union is consistently chosen as a Top Workplace because its employees genuinely # LOVEWORK! Employees flourish in an inclusive culture celebrating growth and prioritizing the community. Chartered in 1934, Suncoast has never furloughed any employees. To attract the highest quality candidates, Suncoast Credit Union offers a comprehensive benefits package including, but not limited to:
* COMPETITIVE MARKET SALARIES
* MEDICAL COVERAGE
* PAID TIME OFF
* 11 PAID HOLIDAYS
* PARENTAL LEAVE
* RETIREMENT PLANNING
* DEGREE ASSISTANCE
* BONUS OPTIONS
* ACCESS TO OVER 4,000 GYMS
* FREE IDENTITY THEFT PROTECTION
* PAID VOLUNTEER HOURS
* LEGAL ASSISTANCE
* MENTAL HEALTH RESOURCES
* EMPLOYEE LOAN DISCOUNTS
*
Get the benefits you deserve from an organization that cares about your well-being, inside and outside the workplace. Join a team supporting a healthy body, healthy mind, and healthy work-life balance!
Responsibilities:
- Conduct routine and non-routine financial analysis
- Assist with operating budget preparation and reporting
- Coordinate internal and external audit functions
- Develop and maintain a variety of financial models and reports
- Analyze the loan portfolio to discover the sources of trends by identifying strengths, weaknesses, opportunities, and threats
- Present trends, opportunities, and issues to ALCO, and make recommendations for action
- Monitor the cash position at the Federal Reserve, other financial institutions, ATMs, and branches.
- Assist with monitoring liquidity risks
- Develop and implement “report writer” reports
- Collect data from the database by data mining
- Communicate trends and results regarding ALM, credit analytics, and investments
- Prepare minutes from quarterly assessment meetings regarding ALM results and credit analytic results
- Support the preparation of Suncoast’s financial forecasts and budgets
- Prepare and analyze profitability reports for branches and departments
- Direct and organize the preparation of the annual operating budget
- Review budget variances and report the results to management
- Coordinate schedules, activities, and other necessary information for auditors and NCUA examiners pertaining to credit analytics
- Review and develop accounting policies and procedures
- Recommend efficiency improvements or methods to strengthen controls
- Maintain knowledge and understanding of current trends, laws, and issues affecting the area of expertise
- Attend educational events to increase professional knowledge
- Bachelor’s degree in accounting or finance
- 3+ years of accounting or financial analysis experience, preferably with a financial institution
- Experience with liquidity management, including evaluating liquidity risk exposure
- Excellent analytical skills including root cause and trend analysis
- Advanced knowledge of Excel, including Power Query, Power Pivot and V-lookups
- Proficient with Microsoft Visual Studio, Microsoft SQL Server 2012, SQL Server Reporting/ Report Builder, SQL Server Integration Service, Analysis Services, and Microsoft SharePoint 2010
- Proficient with data visualization tools such as Power Bi or Tableau
- Ability to prioritize tasks by effectively managing competing and changing priorities to meet required deadlines
- Accurate, detail-oriented, and organized with task management
- Ability to analyze and resolve difficult and complex problems
- Good knowledge and understanding of regulatory compliance necessary to successfully perform job responsibilities
- Good written, verbal, and interpersonal communication skills to interact effectively with members, staff, vendors, and government regulators
- Ability to influence others regarding policies, practices, and procedures
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