Financial Strategy Analyst II

Location:

This opportunity is available in the Corning, NY area, greater Wilmington, NC area and Myrtle Beach, SC areas. Remote work options will also be considered in PA, NC, SC, GA, TX, and much of NY state.

Corning Credit Union is seeking a Financial Strategy Analyst II to join our Finance Team.

Corning Credit Union (CCU) is one of the leading credit unions in the nation with $2.4 billion in assets and more than 160,000 members worldwide. Headquartered in Corning, NY, we also have facilities in Wilmington, NC, Myrtle Beach, SC, and Franklin County, PA.

We're committed to helping our members prosper by being a trusted advisor for financial services. CCU’s vision is simple: “To provide better service to our members than they receive anywhere else in the world.” Our growth is fueled by that vision, and it doesn’t stop with our members. We are also committed to fostering a strong service culture within the organization. Teamwork, open communication, and valuing the individual are just a few of the key performance standards that help us provide an exceptional work environment for our outstanding team.

If you share our passion for serving others, then CCU is the place for you to build a rewarding career. In addition to the vast opportunities that exist within the organization, CCU also offers a competitive base salary and annual bonus plan along with an exceptional benefits package. With a strong emphasis on our team and dedication to excellent customer service, Corning Credit Union continues to be an employer of choice across the markets we serve.

Role Summary: The Financial Strategy Analyst II plays a key role within the Finance team, combining financial analysis and data analytics to support forecasting, reporting, risk monitoring, and decision-making. This role contributes to the development and enhancement of data-driven tools and insights that support the Credit Union’s financial performance and risk management objectives.

Essential Job Duties

In addition to providing exceptional service and adhering to all Credit Union performance standards, department service standards, and the Leadership Commitment, the following job duties apply:

Supports short- and long-term financial forecasting, as well as ongoing monthly financial reporting and analysis.
Analyzes balance sheet, income statement, and key performance metrics, and monitors loan, deposit, and liquidity trends to support management decision-making.
Advances the use of deposit analytics software to maximize capabilities and deliver insights that drive balance sheet management and strategic planning.
Assists in the interest rate risk (IRR) modeling process by collaborating internally and externally with our vendor to generate timely output to inform balance sheet strategy.
Assists in creating updated forecast and risk reporting provided to the Asset Liability Committee (ALCO), Finance Committee, and Board of Directors.
Builds working knowledge of Credit Union data architecture, including data flows and transformations, and cross-trains on existing reporting to ensure continuity and coverage.
Supports data accuracy and consistency and identifies and resolves data issues as they arise.
Considers and leverages external data sets to combine with proprietary CCU data to generate deeper member and industry insights.
Assists in the development and refinement of ongoing product profitability analysis.
Collaborates across the organization, including close coordination with the Data Analytics and Accounting teams.
Communicates clearly and effectively, translates technical information for non-technical audiences, and works collaboratively within the department and across the organization.
Presents analysis in meetings with the Director of Finance and Investments, CFO, and other strategic decision makers, and may serve on Credit Union committees or cross-functional analysis teams as appropriate.
Documents associated work processes, models, and queries used across various workflows.
Occasional travel to all markets may be required.
Also assumes responsibility for other projects or duties as required or assigned.

Required Competencies

Advanced skills using Microsoft Excel, SQL Server, Python, and other various business analytics programs and tools.
Effectively leverages knowledge of Accounting entries, operational budgeting, creating various financial reports, and analyzing financial data.
Demonstrates exceptional organizational, analytical, and problem-solving skills.
Demonstrates a high level of flexibility and initiative and can work effectively without direct supervision.
Ability to manage multiple projects and priorities.
Excellent verbal, written, telephone and interpersonal communication skills and must possess a strong service orientation.
Proven ability to be a technical leader and assist others in their growth and development.
Anticipates the need for and embraces technological change by acting as a change agent and ensuring that changes are implemented quickly and smoothly into the ongoing operation.
Ability to work independently yet collaborate cross-functionally in a team environment.
Has excellent judgment and the ability to make sound decisions and think outside the box.
Keen ability to consistently balance the “bottom line” with our culture and member service standards.

Education Requirements

A Bachelor’s degree in Accounting, Finance, Economics, Mathematics, or Data Analytics is preferred. Commensurate work experience will also be considered. Possession of or progress toward Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), or Financial Risk Manager (FRM) designation a plus.

Experience Requirements

3+ years of extensive experience in financial analysis and data analysis required. Experience working in a financial institution is preferred.

Communication Skills Requirements

The ability to read and comprehend moderate to advanced instructions and correspondence.
The ability to write moderate to advanced correspondence within professional etiquette standards.
The ability to effectively present information in one-on-one and group situations.

Physical Requirements

Reasonable accommodations may be made to enable individuals with disabilities to perform the role.

Ability to work within a moderately noisy, fast paced environment.
Regular use of computer required.
Regular use of fine motor skills required.
Specific vision abilities required by this position include close vision and the ability to adjust focus from close range to long range.

Compensation - The Financial Strategy Analyst pay range is $78,500 to $110,000 per year. Hiring rates are dependent on several factors, including years of related work experience, education, and geographic location. Corning Credit Union also offers an annual bonus plan as part of its comprehensive compensation package. Additionally, most roles have further levels providing added growth opportunities and earnings potential.

Corning Credit Union is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.

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