Financial Analyst III

    • Job Tracking ID: 512165-839461
    • Job Location: Broomfield, CO
    • Job Level: Mid Career (2+ years)
    • Level of Education: BA/BS
    • Job Type: Full-Time/Regular
    • Date Updated: 01/03/2023
    • Years of Experience: 5 - 7 Years
    • Starting Date: ASAP
    • Days of the Week: Mon,Tue,Wed,Thurs,Fri
    • Hours: 40 hours a week, varying Monday-Friday 7am-6pm
    • Salary: Starting Hourly Salary $26.98 - $33.73 based on experience.
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Job Description

$1000 HIRING BONUS FOR ALL NEW EMPLOYEES*

*$1000 to be paid out 90 days after start date.

As The Artisans of Banking, we strive to be B.R.A.V.E. (Build Relationships & Add Value Everyday). We recognize that in order to meet the needs of our communities, we must represent our communities. Our success relies on creating a culture where we have diverse perspectives and a true sense of belonging. This is a journey, and we pledge to do more than simply check the box.

When you join our Premier Members team, your benefits will include:

  • Comprehensive medical insurance plan that has HRA, HSA, and FSA options
  • Dental and vision insurance
  • Generous paid-time-off
  • 11 paid holidays
  • Annual bonus
  • 401(k) plan with a 5% match
  • Wellness program
  • Tuition assistance
  • 1% employee loan discount
  • Employee Assistance Program (EAP)
  • Life and disability coverage

What sets working for Premier Members apart?

  • Career development and pathing opportunities to move into leadership roles or other lines of business within PMCU such as Commercial Lending, Finance, Marketing, Underwriting, Member Solutions, Training, Human Resources, and more.
  • Supportive and engaging work environment.
  • A wellness and sustainable work culture that puts family, Mother Nature, our community, and your health first.
  • A work environment that encourages personal as much as professional growth, teamwork to make the dream work, and treating everyone equally.

Starting Hourly Salary $26.98 - $33.73 based on experience.

 

Experience and Skills

POSITION SUMMARY:

Assist in gathering internal and external business data for financial analysis, ALM and reports. Ensure integrity and accuracy of source data files, download processes, and data mapping to auxiliary systems. Responsible for preparation of financial reports such as ALM, investment, statistical and profitability analysis, risk and forecast reports for management, ALCO, and the Board. Assist with the annual budgeting process and forecasts in accordance with the strategic plan. Act as a backup to AVP.

 

ESSENTIAL FUNCTIONS:

*Ability to gather and interpret data for analysis and provide advanced reports including variances, statistical, trends, risk measurements, key performance indicators and overall results and executive summaries

*Responsible for investment portfolio maintenance, accounting, reconciliations and reporting.

*Collaborate with cross-functional teams to gather effective financial data and reports from various systems

*Review financial statements and related comprehensive analysis and report variances and trends to management

*Assist in economic/financial research and analysis for use in development of business strategies

*Interpret financial and operational data, provide insightful and analytical explanations and make recommendations to management based on findings

*Assist management in maintaining and monitoring integrity of all finance-related systems and processes in a timely manner, ensuring accuracy in data files, mapping and reporting with sufficient level of detail

*Prepare, upload, and balance ProfitStar ALM and Portfolio on a monthly basis, maintain the chart of accounts with an appropriate level of detail, produce standard and custom financial and analytical reports and create and monitor what-if analysis and projected forecasts

*Assist in the development of the annual budget by obtaining budgetary input from all lines of business and analyzing trends affecting budgetary needs, provide budgetary assistance and reports to cost center managers

*Participate in special projects and strategic initiatives; provide ad hoc financial analysis as requested

*Responsible for maintaining knowledge and understanding of current trends, laws, and issues affecting area of expertise

*Make recommendations and assist in developing methods and procedures to improve effectiveness and efficiency of the finance department

*Train and provide guidance to Financial Analyst I and II staff

*Assume responsibility for related duties as required or assigned

 

QUALIFICATIONS

EDUCATION/CERTIFICATION:

* Bachelor’s degree in finance, business, accounting or related field or equivalent experience

 

REQUIRED KNOWLEDGE:

* Knowledge of financial services industry, including products and services

* Knowledge of related regulations

 

EXPERIENCE REQUIRED:

* Five years to eight years in accounting, finance or related area

* Experience working with financial systems and reporting

* Experience creating, reviewing, and analyzing financial inputs and outputs

 

SKILLS/ABILITIES:

* Strong analytical, financial modeling and reporting skills

* Strong attention to detail and accuracy

* Ability to dissect raw data into a summarized analysis

* High level of proficiency in the use of financial systems, databases and related computer applications

* Strong time management and organizational skills

* Ability to work independently with minimal supervision

* Strong communication skills in listening, writing, and speaking

* Ability to identify moderate to difficult problems and recommend solutions

* Ability to handle and prioritize multiple tasks

* Ability to work in a team environment

 

WORKING CONDITIONS

* Standard office conditions

* Low to moderate noise

* Limited lifting up to 10 lbs.

 

This description has been reviewed to ensure that only essential functions and basic duties have been included. Peripheral tasks, only incidentally related to each position, have been excluded. Essential functions, requirements, skills, and abilities included have been determined to be the minimal standards required to successfully perform the positions. In no instance, however, should the duties, responsibilities, and requirements delineated be interpreted as all-inclusive. Additional functions and requirements may be assigned by supervisors as deemed appropriate.

In accordance with the Americans with Disabilities Act, it is possible that requirements may be modified to reasonably accommodate disabled individuals. However, no accommodations will be made which may pose serious health or safety risks to the employee or others or which impose undue hardships on the organization.


The Credit Union believes that each employee makes a significant contribution to our success. That contribution should not be limited by the assigned responsibilities. Therefore, this job description is designed to outline primary duties, qualifications, and job scope, but not limit the incumbent. It is our expectation that each employee will offer his/her services wherever and whenever necessary to ensure the success of our endeavors.

 

This Job Description is not a complete statement of all duties and responsibilities of this position and may change with or without notice.