Senior Financial Analyst

When joining Elevations, you can expect to work for a company with:

• A leadership team that strives to make this the best place you’ve ever worked!
• A focus on supporting our employees’ mental, physical, and financial well-being
• A commitment to diversity, equity, and inclusion recognized by the Denver Business Journal and Colorado Association of Realtors
• A highly engaged workforce devoted to innovation, continuous improvement, and collaboration
• A reputation for excellence, as evidenced by being a two-time recipient of the Malcolm Baldrige National Quality Award
• A passion for consistently providing amazing experiences and creating raving fans

If you join our team, here are some of the perks you can expect:

• A competitive total rewards package with 4 weeks paid time off for full-time employees, work anniversary paid time off, paid volunteer time off, and 12 paid holidays
• Comprehensive medical, dental, and vision plans with employer contributions to supercharge your Health Savings Account
• Up to a 4% match on 401(k) contributions
• Up to twelve weeks of fully paid parental leave
• An extensive Employee Assistance Program that provides personalized care options for your whole household
• Ample opportunity to learn, develop and grow with access to LinkedIn Learning, career and leadership development programs, job shadowing, a mentor program, and tuition reimbursement up to $5,250/year

Location

• Elevations Credit Union- Broomfield Basecamp

• Hybrid: Employees who are able to perform the essential functions of their jobs away from an Elevations location may do so with the expectation that they are onsite at least fifty percent of the time over a two-week pay period.

Summary/Objective

Analyzes complex financial data using a deep understanding of enterprise data and finance acumen to produce/review meaningful data based decisions with little to no direction. Assess existing and/or alternative financial performance plans and provides recommendations to management for achieving profit objectives. Mentors department staff and validate department models, reports, and studies. Collaborates cross-functionally with internal and external resources using a deep understanding of Asset Liability Management, FP&A, Business Intelligence, Credit/Enterprise Risk and Accounting. Responsible for developing credit and interest rate risk models, budgeting, profitability and that department outcomes are accurate. This position may present at reoccurring operational level meetings as a Finance stakeholder.

Essential Functions.

• Analyzes/reviews complex financial data specific to Asset Liability Management, Profitability, Budgeting, Credit Risk and Enterprise Risk using complex quantitative studies (statistical regressions/probabilities)
• Responsible for ensuring department quantitative/qualitative projects and reports are accurate
• Collaborates with Finance leadership to develop and execute department level initiatives
• Manages the corporate interest rate risk model
• Develops and maintains the corporate profitability allocation model
• Creates analysis based on available peer and benchmarking data
• Recommends proactive changes to the investment portfolio to ensure expectations are realized
• Develops numerous Finance and Credit Risk databases using a Business Intelligence framework
• Takes a proactive approach in reporting automation using current and future technology
• Follow, create, and provide recommendations to department level process and procedures
• Perform complex ad-hoc reporting and analysis as needed

Reports To

Manager Finance

Manages:

This role generally does not have supervisory responsibility. May train or mentor junior staff as needed.

Required Skills, Education and Experience

• Four or more years of financial analysis experience, preferably within Financial Services
• Exhibits a comprehensive knowledge of Finance, Credit, Accounting, and Business Intelligence
• Asset Liability Management, FP&A, Investments, Profitability, Underwriting, Collections, GAAP, GL and Data Structures
• Excellent personal computer and through experience of Microsoft Office Suite skills
• Experience in data/statistical languages: Excel, VBA, M, SQL, R, and Python
• Strong written, presentation, interpersonal skills with an ability to cascade knowledge, delegate, and develop department members. Ability to think and act strategically within the department.
• Ability to work in high production environment and respond quickly and effectively under pressure, changing priorities and tight timelines/deadlines. Able to have a flexible work schedule
• Ability to lead within a team environment to make rational timely decisions with accountability
• High degree of accuracy, attention to detail, integrity, work ethic, and willingness to learn
• Ability to learn new software products and think creatively to find new solutions/efficiencies
• Ability to partner with cross-functional teams as a key contributor to their ongoing success
• Adheres to all Federal and State laws and regulations governing applicable to the Credit Union, including the Bank Secrecy Act

Preferred Skills, Education and Experience

• Bachelor’s Degree required with a strong preference in Finance, Economics, or Accounting.

Work Environment

Elevations uses multi-factor authentication to keep our data safe. As such, a personal smartphone is a requirement for employment with us. This job operates in an office setting and routinely uses standard office equipment.

Physical Requirements

Sitting frequently, walking occasionally, use of hands frequently, hearing constantly, talking frequently, exerting up to 10 lbs of force occasionally to lift, carry, push, pull, or move objects

Position Type/Expected Hours of Work

• Full time / 40 hours per week
• Monday through Friday

Classification:

Exempt

Compensation:

The person hired into this position will likely earn between $87,087 and $108,859  annual salary, plus annual bonus.

Actual compensation offered may vary from the posted hiring range based on factors such as relevant experience, time in role, base salary of internal peers, prior performance, business sector, licensure requirements and/or skill level, and will be finalized at the time of offer.

Anticipated Application Window:

 This role is anticipated to close within 25 days from the date of posting. However, if the position has not been filled, Elevations may keep the application period open longer.

Other Duties

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

About Us: Elevations Credit Union is a member-owned not-for-profit financial institution serving Colorado’s Front Range. Founded in 1952, we’ve grown from 12 members and less than $100 in assets to an institution with 15 branches and more than 170,000 members that manages over $3 billion in assets and is the No. 1 credit union mortgage lender in Colorado. At Elevations, we’ve made a commitment to move away from a product-centered business model and focus instead on creating consumer solutions. Our objective is to provide our members, as well as the entire community, with unbiased consumer information.

EEO Statement: The Credit Union is dedicated to the principles of equal employment opportunity. We prohibit unlawful discrimination against applicants or employees on the basis of age 40 and over, race (including traits historically associated with race, such as hair texture and length, protective hairstyles), sex, sexual orientation, gender identity, gender expression, color, religion, creed, national origin, ancestry, disability, military status, genetic information, marital status, or any other status protected by applicable state or local law.

Candidates for certain positions may be required to submit to a credit history report in determining qualification for employment with Elevations Credit Union. If the position you are applying for requires a credit history report, any information received in such a report will not be the sole factor in making an employment decision. A history of personal financial irresponsibility may be reason for disqualification insofar as it relates to your potential job duties. Elevations Credit Union is aware that occasionally there are extenuating circumstances that may affect an individual's credit history. We comply with the Fair Credit Reporting Act and the Colorado Employment Opportunity Act.

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