Job Detail

Financial Analyst II

Financial Analyst II

Grow Financial Federal Credit Union

Tampa, FL

Job ID : 52624d6a32503335496b4d6e2b56376959773d3d

Job Description :

Overview:

At Grow Financial Federal Credit Union, we believe in service—to our 200,000+ members, 550+ team members and local communities. We know happy, engaged people provide the best service, so we live by our mantra: Be Bold. Be Great. Have Fun. (Especially the fun part!) We’re not just your average bank. Yes, our work is serious, but we don’t take ourselves too seriously. Consistently named a Top Workplace by the Tampa Bay Times and a Great Place to Work among 100 Best Medium Workplaces by FORTUNE Magazine®, we cultivate a diverse, collaborative work environment where you can grow personally and professionally. In fact, 94% of our team members say Grow is a great place to work. And the most common word they use to describe the Grow culture? Family.

Some of our Benefits/Perks:

  • Medical/Dental/Vision Insurance
  • Employee discount on loans Team members qualify for a discount on consumer and mortgage loans.
  • Tuition Reimbursement of up to $5,250 per year for full-time team members.
  • Paid Time Off 15 days/year & over 10 Paid Holidays
  • Paid Volunteer Days Grow provides two bi-annual paid volunteer days to all team members.
  • Retirement Benefits (401K) Grow matches up to 8% for team members.
  • Growth Potential In-house training department dedicated to helping our team members reach their maximum potential.
Responsibilities:
Responsible for all activities related to developing and enhancing product level pricing and profitability analysis for our consumer and commercial lending products (auto, real estate and credit cards) along with the credit union’s deposit products. Along with collaborating with business partners to promote enterprise activities. Responsible for providing support for the preparation of the Capital and Operational Budget and all related expense analysis.

Financial Planning and Analysis
  • Supports the preparation of the annual Capital and Operational Budget.
  • Works with VP FP&A to model and produce what-if scenarios for Capital and Operational Budget given potential product and projects proposed by management.
  • Works closely with business partners to obtain information needed to produce budgets, competitive product analysis, optimize loan and depository pricing and investment strategies.
  • Responsible for gathering, reviewing and incorporating Macro/Micro economic data into applicable processes.
Pricing and Profitability Analysis
  • Responsible for building, maintaining and reporting on product level pricing, performance and recommendations for changes.
  • Uses analytical skills and financial understanding of credit union products to assist in the exploration, business case development and implementation of new initiatives.
  • Participates in profitability analysis of credit union organizational units and products which includes analyzing performance data, providing assessments of performance trends, identifying and explaining variance from goals and metrics, and identifying indicators of possibly performance issues or changes in future business activities.
  • Monitors all expense accounts and recommend methods for eliminating or minimizing costs.
Qualifications:

REQUIRED SKILLS/EXPERIENCE:

  • Bachelor of Arts/Science degree in business, accounting or finance from an accredited university required, finance degree preferred.
  • 3 to 5 years related analytical work experience is required. Prior experience in a consumer lending financial analyst role is highly preferred.
  • Demonstrated competency in financial and statistical reporting, design, preparation of financial models required.
  • Working knowledge of of Microsoft Excel, Tableau software and Profitstar is preferred.
  • Must have excellent communication and interpersonal skills to interface with credit union personnel.
  • Must be able to work independently and maintain tight schedules.

PHYSICAL DEMANDS


  • Must be able to sit for extended periods of time.
  • Must be able to read, write, speak and type English.
  • Must be able to hear and use a telephone.
  • Use of computer requires repetitive keystrokes.

WORK ENVIRONMENT

  • Traditional office setting. Remote work available.
  • Sedentary role; Sitting, typing and computer monitor viewing for extended periods.

Apply online now!

An Equal Opportunity Employer Minorities/Females/Veteran/Disabled

Company Details :

Name : Grow Financial Federal Credit Union

CEO : Thomas Feindt

Headquarter : Tampa, FL

Revenue : $25 to $100 million (USD)

Size : 501 to 1000 Employees

Type : Nonprofit Organization

Primary Industry : Banking & Lending

Sector Name : Financial Services

Year Founded : 1955

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Details

: Tampa, FL

: 59010 - 75270 USD ANNUAL

: 77 days ago

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