Financial Analyst (Broomfield Basecamp) (5038)

Career Opportunities: Financial Analyst (Broomfield Basecamp) (5038)

When joining Elevations, you can expect to work for a company that:

• Has been in business serving the local community since 1952.
• Is a two-time Malcolm Baldridge National Quality Award winner, the only presidential award for performance excellence.
• Has been voted as the “Best Bank” by our members and community and “Best Companies to Work for in Colorado” by our employees.
• Promotes a safe and inclusive environment where people express themselves openly and have opportunities to grow.
• Recognizes and rewards people who make every person feel welcomed, valued, respected and heard.
• Has a highly-engaged workforce committed to innovation, continuous improvement, and collaboration.
• Understands when our employees thrive, our members and community thrive too.
• Is dedicated to consistently providing amazing experiences and creating raving fans.

What’s in it for you:

• A leadership team that strives to make this the best place you’ve ever worked!
• Ample opportunity to learn, develop and grow.

  We offer access to LinkedIn Learning, career and leadership development programs, job shadowing, a mentor program, and tuition reimbursement.

• A highly-competitive total rewards package with 4 weeks paid time off, work anniversary paid time off, and 12 paid holidays.
• Support in giving back to our community with 16 hours of paid volunteer time off.
• A wellness-focused environment that encourages and empowers you to invest in your work-life balance, health and wellbeing.
• A strong Employee Assistance Program, offering a variety of personal and professional resources.
• A high-performance culture where you can be proud of your contributions and what we are able to achieve as a team.
• A place where your voice can be heard and your work will have an impact.

Summary/Objective:

Analyzes complex financial data using an understanding of enterprise data and finance acumen to produce meaningful data-based results with direction from senior staff or management.

Evaluates financial performance and provides recommendations to management for achieving treasury objectives.

Responsible for generating complex reoccurring financial and risk reporting, committee packages, and ad-hoc data modeling.

This position will require collaboration with internal business units, external vendors, and limited presenting to smaller audiences.

Essential Functions include:

• Prepares reoccurring reporting to various committees, teams, and the board of directors
• Analyzes financial data specific to FP&A, Profitability, Accounting, Credit Risk, and Enterprise Risk by generating complex quantitative studies (statistical modeling)
• Generates what-if scenarios by leveraging economic data and business action plans
• Prepares pre-purchase investment documentation with assistance from management
• Responsible for supplemental economic research to support internal qualitative assumptions
• Supports Finance and Credit Risk databases utilizing a Business Intelligence understanding
• Takes a proactive approach in discovering and implementing automation
• Documentation of department level process and procedures
• Performs ad-hoc reporting and analysis as needed

Reports to:

VP of Finance

Manages:

This role generally does not have supervisory responsibility.

May train or mentor junior staff as needed.

Adaptability, Innovation, Continuous Learning, Technology Savvy, Analyst, Coaching

Required Education and Experience:

• Two or more years of financial analysis experience, preferably within Financial Services
• Demonstrates working knowledge of Finance, Credit Risk, Accounting, and Business Intelligence
• FP&A, P&L, Investments, Profitability, Underwriting, Collections, GAAP, GL, and Data Modeling
• Excellent personal computer and Microsoft Office Suite skills
• Understanding of data/statistical languages: Excel, VBA, SQL, R, and Python
• Strong written, presentation, and interpersonal skills with a drive for mentorship/ability to cascade knowledge
• Ability to work in high production environment and respond quickly and effectively under pressure, changing priorities and tight timelines/deadlines. Able to have a flexible work schedule
• Ability to work independently and within a team environment to make rational timely decisions
• High degree of accuracy, attention to detail, integrity, work ethic, and willingness to learn
• Internally motivated to seek out answers, generate ideas, and develop new skills
• Ability to learn new software products and think creatively to find new solutions/efficiencies
• Ability to partner with cross-functional teams as a key contributor to their ongoing success
• Adheres to all Federal and State laws and regulations governing applicable to the Credit Union, including the Bank Secrecy Act

Preferred Education and Experience:

Bachelor’s degree required with a strong preference in Finance, Economics, or Accounting.

Elevations uses multi-factor authentication to keep our data safe.

As such, a personal smart phone is a requirement for employment with us.

This job operates in an office setting and routinely uses standard office equipment.

Physical Requirements:

Sitting frequently, walking occasionally, use of hands frequently, hearing constantly, talking frequently, exerting up to 10 lbs of force occasionally to lift, carry, push, pull, or move objects.

Position Type/Expected Hours of Work:

Full time / 40 hours per week

Classification:

Non-Exempt

Location:

Elevations Support Center

We value human relationships and are a face-to-face culture, but allow for remote work as long as our employees are onsite the majority of the time.

Compensation:

The midpoint of the budgeted range is $77,825 + annual bonus.

The candidate’s starting salary will be adjusted based upon his, her, or their experience.

Other Duties:

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job.

Duties, responsibilities and activities may change at any time with or without notice.

About Us: Elevations Credit Union is a member-owned not-for-profit financial institution serving Colorado’s Front Range.

Founded in 1952, we’ve grown from 12 members and less than $100 in assets to an institution with 13 branches and more than 120,000 members that manages over $2 billion in assets and is the No.

1 credit union mortgage lender in Colorado.

At Elevations, we’ve made a commitment to move away from a product-centered business model and focus instead on creating consumer solutions.

Our objective is to provide our members, as well as the entire community, with unbiased consumer information.

EEO Statement: Elevations Credit Union is an equal opportunity employer.

We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical​​​ condition, pregnancy, genetic information, gender, sexual orientation, gender identity or ​expression, veteran status, or any other status protected under federal, state, or local law.

All aspects of employment including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs.

Candidates for certain positions may be required to submit to a credit history report in determining qualification for employment with Elevations Credit Union.

If the position you are applying for requires a credit history report, any information received in such a report will not be the sole factor in making an employment decision.

A history of personal financial irresponsibility may be reason for disqualification insofar as it relates to your potential job duties.

Elevations Credit Union is aware that occasionally there are extenuating circumstances that may affect an individual’s credit history.

We comply with the Fair Credit Reporting Act and the Colorado Employment Opportunity Act.