Wheelhouse Credit Union is looking for a Senior Financial Analyst to provide advanced financial analysis supporting strategic decision-making. In this role, you will apply finance theory and accounting principles to key areas like budgeting, forecasting, and asset-liability management, directly supporting the CFO and management.

What You'll Do

Support the CFO in day-to-day cash management, liquidity analysis, planning, and reporting.
Analyze the investment portfolio for performance and risk, creating monthly reports.
Perform due diligence on investment brokers and financial analysis on FHLB and Corporate Credit Unions.
Ensure investment broker and brokerage files are complete and accurate.
Prepare data for Asset-Liability Management (ALM) quarterly reporting, focusing on accuracy and process improvement.
Act as an initial liaison with the ALM vendor regarding assumptions and results.
Summarize results and create ALM quarterly reports for the ALCO Committee.
Lead the preparation of the Credit Union’s annual budget process under CFO direction.
Coordinate and communicate with management to provide assumptions, information, and feedback for the budget.
Develop and maintain the budget consolidation model.
Create management and Board of Directors review materials for the annual budget.
Develop and prepare monthly cost center budget variance reporting.
Work closely with management to prepare financial forecasts and risk analyses for the Leadership Team.
Assimilate and develop economic and industry information for integration into the forecasting process.
Develop and maintain branch and product profitability analysis.
Perform financial modeling and analysis projects to enhance leadership's understanding of performance.
Analyze and prepare all credit union peer group data and reporting.
Develop, document, maintain, and improve processes and internal controls for finance functions.
Serve as a back-up for the NCUA 5300 Call Report, streamlining data collection and reporting.
Act as a super-user for accounting and finance systems, developing reports and leading system integration.
Maintain effective communication and coordination with Credit Union personnel and management.

What We're Looking For

A Bachelor’s Degree from an accredited college or university, with a concentration in finance.
Advanced spreadsheet skills are required.
A high level of proficiency in data analysis.
Strong personal computer skills, including Microsoft Office (Word and PowerPoint).
Professional written and verbal communication skills.
Excellent collaborative skills and the ability to develop and maintain positive working relationships.
A high degree of organization and the ability to handle multiple projects and deadlines.
A high level of motivation and initiative.
Knowledge and understanding of the mission and vision of the Credit Union.
Strict adherence to the Credit Union’s policy of confidentiality, security, professional conduct, and dress.