Senior Financial Analyst

Put your financial analysis skills to work helping drive informed decisions and support member success at an award-winning credit union.

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Why Join Columbia Credit Union?

At Columbia Credit Union, we're more than a financial institution, we're a mission-driven organization committed to Making Life Better for our employees, members, and communities. With $2.5 billion in assets and 100,000+ members, we've been recognized as a top employer and community partner across the Pacific Northwest.

As a Senior Financial Analyst, you'll play a key role in guiding financial strategy, balance sheet performance, profitability analysis, budgeting, and forecasting while partnering with senior leaders on high-impact business decisions.

Pay & Perks

• Earning potential: $93,000.00 - $100,000.00/year
• Incentives: Eligible for Back Office Incentive opportunities
• 100% employer-paid Medical, Dental & Vision for employees
  • $200/ month opt out
• 401(k) with 100% match up to 6% contribution
• Generous paid time off, paid holidays, sick leave, and extended sick leave
• Tuition Reimbursement
• Hybrid work opportunity after successful onsite training (Vancouver, WA/Portland, OR area residents only)
• Check out more of our benefits here!

What You'll Do

• Help lead and maintain the credit union's Asset/Liability Management (ALM) program and financial models
• Manage profitability analysis, funds transfer pricing, and budgeting systems
• Develop financial forecasts, trend analyses, and performance reporting
• Present insights and recommendations to senior leadership
• Support mortgage lock desk operations, derivative accounting, and investment reporting
• Conduct variance analysis, financial research, and special projects
• Partner with Business Intelligence teams to improve data quality, reporting, and profitability metrics
• Maintain and optimize Axiom Planning & Profitability systems
• Check out the full Job Description Here!

Must-Have Qualifications

• Bachelor's degree in Finance, Accounting, Economics, Business, or a related field
• Minimum three (3) years’ experience in financial data analytics: producing, parsing, organizing and reviewing data analytics for accuracy/trend/forecasting.
• Minimum three (3) years’ experience with budgets: creating enterprise-wide budgets including data gathering, inputs and quality control.
• Advanced Microsoft Excel skills, including Pivot Tables, Power Pivot, VLOOKUP/XLOOKUP, and financial modeling
• Experience analyzing financial data, identifying trends, and presenting recommendations
• Strong analytical, problem-solving, and communication skills
• Ability to work independently and manage multiple prioritie
• Prefer experience in the following areas:
  • Moderate to advanced skills with Asset/Liability management theory and its’ implications for a financial institution.
  • Prior experience with internal funds transfer pricing, organizational profitability and product profitability.
  • Prior experience with Oracle databases
  • Prior experience with mortgage derivatives

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Applicants must be authorized to work for ANY employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.

Equal Opportunity Employer/AA

Must be 18 or older to apply

Qualifications

Education

Required

Bachelors

Experience

Required3 years

Budget Creation

3 years

Financial Data Analytics

Behaviors

Required

Dedicated:Devoted to a task or purpose with loyalty or integrity

Enthusiastic:Shows intense and eager enjoyment and interest

Detail Oriented:Capable of carrying out a given task with all details necessary to get the task done well

Team Player:Works well as a member of a group

Functional Expert:Considered a thought leader on a subject

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
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