Gesa Credit Union · 7 hours ago
Financial Analyst I
Richland, WA
Full-time
Onsite
Entry Level
$29.90/hr - $49.83/hr
1+ years expGesa Credit Union is a community-focused financial institution that values the unique experiences of its team members. The Financial Analyst I will support the credit union's interest rate risk management and liquidity management, while developing analytical processes and participating in various projects to enhance the credit union's financial strategies.
CreditFinancial ServicesLending
Responsibilities
Develop, maintain, and support accurate analytical models for evaluating, benchmarking, and monitoring the efficiency, operations, and profitably of various products, services, and lines of business
Design and maintain regular and ad hoc reports for various business units
Develop metrics and processes to ensure accuracy when creating and/or maintaining analysis reports
Support the preparation of the annual credit union-wide budget and semi-annual forecasting processes by accumulating and assembling information, reviewing/analyzing the budget, and providing recommendations regarding the budget
Serve as a budget support contact for credit union management
Support the monthly ALM (Asset Liability Management) model update process. Assist with document preparation and data input and validation. Assist with report creation. Gain a working level of knowledge of ALM concepts
Support the monthly processes related to managing and measuring the profitability of all aspects of the credit union including strategic business units, members, products, and officers. Prepare reports for the credit union’s ALCO
Develop and maintain a working level of knowledge regarding the credit union’s investment portfolio and credit union approved investments
Support the credit union's liquidity management processes with regards to liquidity forecasting, stress-testing, and reporting
Analyze trends in finance, investments, economic, and general credit union business conditions. Provide reporting to senior management to aid in strategic decision making for the credit union
Develop and maintain a working level of knowledge regarding Gesa’s core operating systems, Axiom software, and other business analysis software tools
Display strong core values such as trust and dignity, respect and acting in the best interest of the credit union. Lead by example by always displaying solid ethics and integrity. Control risk and operate in a safe and sound manner
Maintain and protect all sensitive data utilizing the highest standard of confidentiality and professionalism. Consistently display respect for all areas of diversity and levels of knowledge
Attend credit union training sessions and webinars as approved by the supervisor. Maintain awareness of policies and regulations related to duties and responsibilities
Qualification
Required
Bachelor's Degree in a business-related field
One (1) to three (3) years of experience in the financial or a closely related industry
Strong working knowledge of Excel
Ability to quickly parse large amounts of data
Efficiency with standard office equipment and computer software programs utilized in required duties
Some travel is required to complete credit union training, attend employee meetings/events, and to fulfill duties and responsibilities
Preferred
Degree in Finance or Accounting preferred
Credit Union or financial institution experience strongly desired
Benefits
Competitive Pay
Medical, Dental, Vision, and Life Insurance
20 days/year accrual of Paid Time Off – Plus 10 Paid Holidays!
401(k) Match
Incentive Program
Tuition Assistance and Student Loan Repayment
Commuter Benefits
Paid Time Off to Volunteer in the Community
Product discounts
Engaging Work Environment
Rewards and Recognition Programs
Company
Gesa Credit Union
Gesa Credit Union offers home loans, deposit services, lending services, online services and other financial services.
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
Eddie Santoyo
L&D Partner I, Sales and Service
Guadalupe Anaya
Sr Learning & Development Partner
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