Financial Analyst

Everwise Credit Union is seeking a Financial Analyst to support the analysis and reporting of loan portfolios. This entry-level role involves monitoring portfolio health, conducting trend analysis, and assisting in budgeting and financial decision-making.

What you'll do:

• Assist in loading, balancing, and organization of data as it is used in reporting systems
• Collect, validate, and organize financial data to ensure accuracy for system loads
• Assist in financial analysis and forecasting under the guidance of management
• Conduct trend analysis and research to identify opportunities, risks, and variances
• Responsible for assisting in analyzing, loading, and maintaining financial data into the budget systems
• Assist by maintaining, collecting, and modifying budget templates for business partners
• Analyze historical performance and project future trends
• Provide support for scenarios and sensitivity analysis by documenting and updating key stakeholder assumptions
• Review budget proposals from business units ensuring allocation of funds aligned with corporate strategy and
• Assist with regulatory, audit, and compliance related reporting
• Document processes and standards for reporting and data collection
• Partner with internal stakeholders, external partners, and vendor relationships focusing on the growth and advancement of the Credit Union

What they're looking for:

• Bachelor's degree required
• 1-3 years' experience financial or analytic experience required
• Exceptional communication skills, to include verbal, written, visual, and quantitative
• Adept at developing relationships across diverse teams
• Knowledge of cost accounting principles
• Excellent analytical skills and ability to interpret financial data
• Proficiency with contemporary business productivity and collaboration software such as Microsoft Office, Teams, and exceptional Excel skills
• Collaborates well with individuals and teams
• Experience working within the financial services industry is strongly preferred