- Company
- CoastHills Creit Union
- Industry
- Financial Services
- Location
Finance Analytics Manager - 100% Remote Work
Exempt Employee Full-Time Professional
Salary Range: $98,331.00 To 118,000.00 Annually
Please apply online
Summary
Under the supervision of the FVP Finance, the Financial Analytics Manager develops and delivers insights that drive financial performance, risk management, and overarching institutional strategy. This individual is a self-starter and strategic thinker, exhibiting strong intellectual curiosity and possessing high technical capability to perform complex financial analysis and translate findings into clear and actionable steps. This individual acts as a cross-functional collaborator, acting as a driver in institutional outcomes and ensuring effective communication and alignment across teams to support the credit union's overall financial health and advancement.
Essential Functions
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The following statements are intended to describe the general nature and level of work being performed by this position. It is not intended to be an exhaustive list of all functions, responsibilities, and skills required of this position. Other duties may be assigned to meet business needs.
Financial Management & ALM:
Collaborate to produce comprehensive analysis of the credit union's balance sheet, optimizing Asset Liability Management (ALM) strategies.
Develop and implement asset and liability strategies to align with financial objectives and risk tolerance thresholds.
Monitor liquidity, interest rate risk, and capital adequacy, ensuring proactive management and regulatory compliance. Conduct stress testing and scenario analysis to assess potential impacts on balance sheet dynamics.
Participate in committees facilitating meaningful exchange, drive tangible outcomes and interface with key vendors yielding desired results.
Financial Performance & Profitability:
Collaborate with department heads to gather and analyze financial data, forecast revenue and expenses, and consolidate departmental budgets into a comprehensive company-wide budget, ensuring alignment with strategic goals and financial targets.
Establish foundation for strong profitability management – including the identification, development, and maintenance of profitability inputs and calculations enhancing product & service profitability and operational efficiency.
Provide actionable insights to senior leadership based on financial performance metrics and market conditions.
Drive initiatives to optimize revenue generation, cost management, and overall financial health.
Risk Management & Credit Loss Modeling:
Maintain robust risk management strategies, including model assumption maintenance across key critical models e.g.: CECL & ALM
Monitor credit quality, asset quality, and other key risk metrics and collaborate with operational department heads to develop strategies to lower risk or mitigate impacts.
Ensure compliance with regulatory requirements, including company policy, related to risk management and reporting.
Conduct regular reviews of risk policies and procedures (“horizon scanning”) to adapt to changing regulatory environments.
Strategy Development & Implementation:
Collaborate with senior leadership to formulate and execute long-term financial strategies aligned with organizational goals.
Help translate strategic objectives into clear, measurable goals and action plans, fostering cross-functional alignment.
Evaluate the effectiveness of implemented strategies through rigorous historical performance monitoring and financial modeling.
Drive strategic initiatives to capitalize on market opportunities and enhance competitive positioning.
Cross-Functional Collaboration:
Serve as a key liaison between finance and other departments, fostering collaboration and championing the promotion of financial sophistication in key decision making.
Lead cross-functional teams in financial and digital transformation initiatives, integrating technology and innovation into business processes.
Facilitate communication and alignment of strategic priorities across departments.
Champion a culture of collaboration and continuous improvement to achieve organizational goals.
Financial and Digital Transformation:
Drive digital transformation efforts to enhance financial reporting accuracy and operational efficiency.
Identify opportunities for process improvement and automation, leveraging technology to streamline operations.
Implement digital strategies that support growth objectives and improve member experience.
Develop and implement data-driven initiatives to optimize decision-making and operational effectiveness.
Enhancement of Reporting & KPIs:
Drive the enhancement of financial reporting frameworks and development of KPIs that provide actionable insights.
Ensure compliance with regulatory reporting requirements and industry standards.
Regularly review and refine reporting practices to meet evolving business needs and market conditions.
Provide accurate and timely financial information to support strategic decision-making and performance evaluation.
Leadership & Development:
Lead by example, promoting accountability, integrity, and excellence in financial management practices.
Build strong relationships with internal stakeholders and external partners to support strategic initiatives.
Provide guidance and direction to team members, promoting a positive work environment and achieving departmental and company-wide goals.
Supervisory Functions
None
Qualifications
The requirements listed below are representative of the knowledge, skill, and/or ability preferred:
Education and Experience
A minimum of a bachelor’s degree in finance or accounting and
Ten or more years’ experience in finance, accounting, or similar field of work, preferably within a financial institution or combination of education and experience;
Experience with a financial institutions laws and regulations, accounting department functions and responsibilities and following policies and procedures
Experience with working with large datasets, including writing SQL
Certificates, Licenses and Registrations
CPA, CFA, or MBA attainment is preferred.
Knowledge
Strong knowledge of accounting practices and principles in the financial industry.
Federal and state laws governing credit unions, preferred.
Expert in MS Excel & PowerPoint.
Able to quickly learn software needed to effectively perform job.
Other Skills and Abilities
Operates a variety of office equipment and machines.
Ability to travel, attend, and participate in meetings, seminars, and conferences held before and after normal business hours that may require unaccompanied long-distance travel and overnight lodging.
Please apply online
CoastHills is an Equal Opportunity/Affirmative Action employer. We will consider all qualified applicants for employment without regard to race, color, religion, ancestry, gender, pregnancy, sex, sexual orientation, transitioning status, gender identity, gender expression, national origin, age, genetic information, military and veteran status, marital status, medical condition, mental disability, physical disability, or any other basis protected by local, state, or federal law.
