Financial Analyst III (Full Time Hybrid)

The Financial Analyst III performs financial analysis and assistance with projects including: product & branch profitability; potential new products & services profitability analysis, budget variance analysis and budget planning; asset liability management (ALM) modeling and reporting and ad-hoc analysis supporting accounting/financial statements, records and reports.

• Prepares financial reports including ALCO (Asset Liability Committee), ALM and ad-hoc reports.
• Identifies and analyzes trends using statistical analysis and mathematical modeling.
• Performs ad-hoc profit/loss analyses at the loan/deposit product level and organizational level.
• Manages the monthly Funds Transfer Pricing (FTP) process.
• Prepares studies, reports, and analyses in areas such as budgets, forecasts, financial plans, governmental requirements, statistical reports, cash flow projections, business forecasts, and variance analysis for executive and board-level decision-making.
• Makes recommendations to the management regarding cost saving or profit generating opportunities and strategies.
• Makes recommendations to management regarding pricing for various products and services.
• Performs documentation and routine maintenance of financial modeling systems, including asset- liability, forecasting, budget & planning, branch & product profitability and channel & member profitability.
• Reviews analysis produced by these systems and makes recommendations to management regarding data input & enhancements.
• Creates & maintains desktop procedures for financial modeling systems and critical tasks.
• Participates in special studies and surveys; summarize and analyze potential financial decisions and prepares recommendations for policy, pricing, profitability, process, control, and/or action.
• Performs pro-forma analysis on new business opportunities for the Credit Union, including branch deployment strategies.
• Calculates Credit Union/Banking key metrics and ratios.
• Performs interest rate sensitivity analysis to forecast the impact of market interest rates and the economy on Credit Union earnings.
• Participates and contributes in Credit Union ALCO committee meetings.
• Provides financial implications of financial policies, governmental legislation, accounting theory or member financial regulations.
• May represent finance management in meetings with internal & external organizations, to find solutions, & implement new methods or processes.
• Performs cash management and supports investment portfolio activities, including auditing cash management, investment portfolio functions and associated reporting on the direction of these assets.

• Practice open Communication with all levels;
• Be Accountable by taking ownership of customer issues and responsibility for one’s actions;
• Foster Teamwork by cooperating and collaborating with other employees;
• Seek ways to make the workplace Fun for oneself & others;
• Conduct oneself with Integrity by being honest, trustworthy and ethical in all work activities and interactions;
• Work with a Service Orientation by having a genuine concern for the needs of one’s customers and by being friendly, professional and following through on commitments; and
• Demonstrate Humility in all interactions and remember to leave one’s ego at the door when one arrives to work.

Logix Federal Credit Union is an equal opportunity employer that does not discriminate in employment opportunities or practices on the basis of race, religion, color, sex, sexual orientation, gender identity, national origin, protected veteran or disability status, or any other status protected by law.