What are the responsibilities and job description for the Financial Analyst - Profitability Analytics position at First Tech Federal Credit Union?
Description
This role performs intermediate financial analysis and modeling to support business planning, forecasting, and performance management activities. This role applies established financial methodologies to evaluate profitability, identify performance drivers, and support forward‑looking decision‑making.
Here’s what you can expect from the job and what you need to be successful:
What You'll Do
Target Compensation: $83,000-$99,500 annual bonus
Schedule:Monday – Friday | Full-Time (Hybrid)
Who We Are
What makes First Tech different? Click here to learn more!
Every great journey begins with a bold idea—and ours is no different. First Tech and DCU were founded on the belief that financial solutions should put people first. That belief has fueled decades of innovation and service, rooted in the tech sector and expanding to support members from all walks of life.
Employees Are Eligible For
First Tech is an equal opportunity employer, and we value diversity, inclusion, and equity at our company. We evaluate qualified applicants without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, disability, veteran status, and other legally protected characteristics.
If you're applying for a job and need a reasonable accommodation for any part of the employment process, please send an email to recruiters@firsttechfed.com and let us know the nature of your request and contact information. Please note that only those inquiries concerning a request for reasonable accommodation will be responded to from this email address.
First Tech is not currently offering Visa transfer/sponsorship for this position.
This role performs intermediate financial analysis and modeling to support business planning, forecasting, and performance management activities. This role applies established financial methodologies to evaluate profitability, identify performance drivers, and support forward‑looking decision‑making.
Here’s what you can expect from the job and what you need to be successful:
What You'll Do
- Prepare and maintain budgets, forecasts, and recurring financial analyses for assigned products, segments, or initiatives.
- Perform profitability, variance, and trend analyses to identify key financial drivers and explain performance outcomes.
- Develop and maintain financial models to evaluate costs, revenues, returns, and scenario impacts.
- Apply established and moderately complex financial methodologies to enhance analytical accuracy and insight.
- Validate, reconcile, and maintain financial data used in analyses to ensure consistency and integrity.
- Prepare clear financial commentary, visuals, and summary materials to support management reporting and planning discussions.
- Collaborate with cross functional partners to gather inputs, align assumptions, and support integrated financial analysis.
- Contribute to forecasting, planning, and scenario analysis activities by assessing potential financial impacts of business decisions.
- Identify opportunities to improve reporting processes, analytical tools, and workflows, and support implementation of enhancements.
- Support audit, model validation, and governance activities through documentation and analysis as needed.
- Required Education: Bachelors degree in field relevant to role (or 4 additional years of relevant experience in lieu of a degree)
- Required Experience: 2 years of relevant experience
- Strong working knowledge of financial planning and analysis concepts, including forecasting, variance analysis, and profitability assessment.
- Experience developing and maintaining financial models to support business analysis and planning.
- Ability to analyze moderately complex data sets and translate results into meaningful insights.
- Proficiency with spreadsheets and financial reporting or planning tools.
- Strong attention to detail with the ability to ensure data accuracy and consistency.
- Effective written and verbal communication skills for presenting analysis to diverse stakeholders.
- Ability to manage multiple priorities independently within established frameworks.
- Demonstrated judgment in applying established methodologies and adapting approaches to new situations.
Target Compensation: $83,000-$99,500 annual bonus
Schedule:Monday – Friday | Full-Time (Hybrid)
Who We Are
What makes First Tech different? Click here to learn more!
Every great journey begins with a bold idea—and ours is no different. First Tech and DCU were founded on the belief that financial solutions should put people first. That belief has fueled decades of innovation and service, rooted in the tech sector and expanding to support members from all walks of life.
Employees Are Eligible For
- Traditional medical, dental, and vision coverage
- Generous 401(k) match
- Paid Time Off: You'll accrue up to 15 days in your first year. In addition, you'll receive 40 hours of sick time and 3 personal days, which refresh annually
- Paid federal holidays
- Special employee pricing on lending products such as mortgage, auto, and personal loans (eligibility subject to standard account requirements and underwriting criteria)
First Tech is an equal opportunity employer, and we value diversity, inclusion, and equity at our company. We evaluate qualified applicants without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, disability, veteran status, and other legally protected characteristics.
If you're applying for a job and need a reasonable accommodation for any part of the employment process, please send an email to recruiters@firsttechfed.com and let us know the nature of your request and contact information. Please note that only those inquiries concerning a request for reasonable accommodation will be responded to from this email address.
First Tech is not currently offering Visa transfer/sponsorship for this position.
Salary : $83,000 - $99,500