What are the responsibilities and job description for the Financial Specialist position at Oregon State Credit Union?
Oregon State Credit Union is seeking a detail-oriented and analytical Finance Specialist to join our Corporate Accounting team. In this role, you’ll support financial forecasting, investment analysis, and regulatory reporting. You’ll play a key part in maintaining our ALM model, assisting with budgeting, and contributing to the financial health of the organization.
As a Finance Specialist, you’ll collaborate with internal departments and external partners to analyze financial data, support strategic planning, and ensure compliance with policies and regulations. You’ll also help improve processes and provide insights that support sound financial decision-making.
What You Will Need To Be Successful
Financial Analysis & Forecasting Expertise:
Experience in financial modeling, budgeting, and investment analysis. Proficiency in Microsoft Excel and financial software (e.g., ProfitStars ALM, Axiom, FICS). Ability to interpret interest rate trends and regulatory requirements.
Analytical & Problem-Solving Skills
Ability to analyze complex financial data, identify trends, and implement solutions. Strong attention to detail and accuracy in a deadline-driven environment.
Communication & Collaboration
Excellent written and verbal communication skills. Ability to work effectively with internal teams, external vendors, and regulatory bodies.
Experience & Education
0–2 years of experience in a financial institution or finance-related industry, with a focus on lending or investments preferred. Bachelor’s degree in Finance, Accounting, Economics, or a related field.
Ways We'll Appreciate You
Location: 4800 SW Research Way, Corvallis, OR
Work type: Full-Time, Hybrid, Exempt
Compensation: $66,120k bonus
Oregon State Credit Union is an equal opportunity employer, including veterans and individuals with disabilities.
The information above provides the general nature of work performed in this position and outlines primary qualifications. The successful candidate must be able to demonstrate that they have the legal right to work in the US and pass a background screening to the satisfaction of Oregon State Credit Union.
As a Finance Specialist, you’ll collaborate with internal departments and external partners to analyze financial data, support strategic planning, and ensure compliance with policies and regulations. You’ll also help improve processes and provide insights that support sound financial decision-making.
What You Will Need To Be Successful
Financial Analysis & Forecasting Expertise:
Experience in financial modeling, budgeting, and investment analysis. Proficiency in Microsoft Excel and financial software (e.g., ProfitStars ALM, Axiom, FICS). Ability to interpret interest rate trends and regulatory requirements.
Analytical & Problem-Solving Skills
Ability to analyze complex financial data, identify trends, and implement solutions. Strong attention to detail and accuracy in a deadline-driven environment.
Communication & Collaboration
Excellent written and verbal communication skills. Ability to work effectively with internal teams, external vendors, and regulatory bodies.
Experience & Education
0–2 years of experience in a financial institution or finance-related industry, with a focus on lending or investments preferred. Bachelor’s degree in Finance, Accounting, Economics, or a related field.
Ways We'll Appreciate You
- A positive atmosphere
- Competitive wages, incentive bonuses, paid holidays and paid time off
- 100% credit-union-paid employee coverage for medical, vision, dental, life and disability insurance; dependent coverage also available
- 401k Plan with an amazingly generous credit union match!
- Tax-saving Flexible Spending and Health Savings Plans
- Premier membership perks, company clothing, wellness and recognition programs
Location: 4800 SW Research Way, Corvallis, OR
Work type: Full-Time, Hybrid, Exempt
Compensation: $66,120k bonus
Oregon State Credit Union is an equal opportunity employer, including veterans and individuals with disabilities.
The information above provides the general nature of work performed in this position and outlines primary qualifications. The successful candidate must be able to demonstrate that they have the legal right to work in the US and pass a background screening to the satisfaction of Oregon State Credit Union.