The incumbent in this position will proactively lead and direct all planning, forecasting, analytical and reporting efforts for the credit union and/or assigned business units on the following areas: balance sheet management, strategic and operational planning, adhoc business analysis, six sigma projects, capital budgeting and management, credit risk management, predictive modeling, and organization’s Key Success Factors efforts. He/She is supports all efficiency efforts of the organization and will co-lead cross-functional peers to drive the efficiency culture throughout the organization.
Work involves moderate to advance difficulty in interpreting and converting analyses into practical business decisions and support. Resources to do the job require advance and proven analytical ability, advanced systems skills, the ability to collaborate with peers, and manage staff.
For his/her assigned business units, directs and leads the annual planning, rolling forecasts, and 3-5 year business planning including formulating of Income Statement, Balance Sheet, cost center-level expense planning, headcount analyses, and presentations to senior management team.
Leads the analysis of financial performance for business initiatives, special projects, new products, channels, etc. and partners with cross-functional peers to provide recommendations and action steps.
Collaborates with accounting team and to ensure accuracy of the financial statements and provide analytical support in regards to results and trends.
Continuously improves and constructs new capabilities around performance metric analysis and reporting to track key Alliant financial objectives and targets.
Responsible for the integrity of the financial system, and to automate and simplify redundancy in processes and reporting through standardization.
Completion of a Bachelor’s degree in Accounting, Finance or a related field (MBA required) and 6-8 years of experience in the finance and accounting arenas; or an equivalent combination of training and experience. Minimum 1-3 years of supervisory experience in financial planning and analysis environment required. Thorough knowledge of GAAP required. Financial institution experience preferred. Extensive financial analysis skills required, including variance analysis, forecasting, budgeting, and financial modeling. Ability to multi-task and deal with heavy volume period with tight frame parameters. Must possess strong analytical, verbal and written communication skills, and above average judgmental capabilities. Must be proficient with mainframe accounting systems, database systems (ie. Business Object), Excel, Access, PowerPoint and Word. Ability to work effectively with associates at all levels within the organization.
Alliant Credit Union - 13 months ago