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Community First Credit Union - Appleton Wisconsin
Neenah, WI | Full Time
$76k-94k (estimate)
1 Week Ago
Community First Credit Union - Appleton Wisconsin
Neenah, WI | Full Time
$76k-94k (estimate)
1 Week Ago
Community First Credit Union
Neenah, WI | Full Time
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Financial Analyst
$76k-94k (estimate)
Full Time | Banking 1 Week Ago
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Community First Credit Union - Appleton Wisconsin is Hiring a Financial Analyst Near Neenah, WI

At Community First Credit Union we are a community of member-owners. People joining together to improve their financial well-being and to help one another is at the core of who we are, becoming a strong and meaningful resource for our members, their families and our communities.
We believe that our members are best served when the credit union's financial performance is strong. As a Financial Analyst, you'll dive deeply into financial and management reporting and analysis, including forecasting and budgeting, helping to tell the behind-the-scenes story of our financial performance while creating robust and sophisticated models allowing us to plan for the future. Work with a team of finance professionals who are just as passionate about the details - and the complexities - as you are.
What You Would Do:
  • Provide exceptional WOW service to internal and external members, board members, vendors and partners
  • Prepare, review, and distribute financial and management reports on a weekly, monthly, and quarterly basis
  • Assist with month-end closing process, including the monthly financial statements
  • Track and analyze actual to budget variances on financial statements
  • Work with management to review variances and reforecast and analyze fluctuations
  • Assist with preparation of credit, liquidity, and interest rate risk reporting
  • Analyze financial data, interpret results, and prepare analyses to identify areas of opportunity or risk
  • Assist with budgeting and analysis, working collaboratively with management to complete all cycles of the budgeting process
  • Assist in audit functions, both internal and preparation for external auditors
An ideal candidate will have a combination of:
  • Bachelor’s degree in Accounting, Finance, Economics, or a related field is required
  • A minimum of 5 years of Accounting experience in a financial, credit union, or banking industry is required

Job Summary

JOB TYPE

Full Time

INDUSTRY

Banking

SALARY

$76k-94k (estimate)

POST DATE

06/02/2024

EXPIRATION DATE

06/26/2024

WEBSITE

communityfirstcu.com

HEADQUARTERS

JACKSONVILLE, FL

SIZE

500 - 1,000

FOUNDED

1975

CEO

EILEEN HOLSTON

REVENUE

$50M - $200M

INDUSTRY

Banking

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About Community First Credit Union - Appleton Wisconsin

From our humble beginning in 1975 to today serving more than 144,000 member-owners with $4 billion in assets, there is no denying what the power of people helping people can accomplish. We are widely recognized within our community and the nation for our financial performance and unwavering commitment to live our name to act ethically and operate responsibly, putting our member-owners and the communities in which they live and work ahead of pure profits. For us, doing good is essential to doing well. When we say 'Well Find a Way,' we mean it! It is our mission to anticipate and exceed our mem ... bers needs, and its our vision to consistently demonstrate that Community First is a place where everybody counts, everybody cares, everybody delivers, every day! More
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The job skills required for Financial Analyst include Analysis, Accounting, Budgeting, Economics, Financial Statements, etc. Having related job skills and expertise will give you an advantage when applying to be a Financial Analyst. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Financial Analyst. Select any job title you are interested in and start to search job requirements.

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The following is the career advancement route for Financial Analyst positions, which can be used as a reference in future career path planning. As a Financial Analyst, it can be promoted into senior positions as a Financial Analyst III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Financial Analyst. You can explore the career advancement for a Financial Analyst below and select your interested title to get hiring information.

If you are interested in becoming a Financial Analyst, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Financial Analyst for your reference.

Step 1: Understand the job description and responsibilities of an Accountant.

Quotes from people on Financial Analyst job description and responsibilities

Broadly speaking, a financial analyst works with financial data to help organizations make business decisions.

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Build financial models to perform financial forecasts, predict business scenarios, and provide other data analysis to help make business decisions.

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Every financial analyst’s job will hold different responsibilities depending on their specialty and where they work.

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They often develop and execute complex methodologies that enable them to generate useful pointers from the financial data and problem statements that their clients provide.

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Financial analysts who have little to no professional experience are responsible for gathering data, financial modeling and creating or maintaining spreadsheets.

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Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.

Career tips from people on Financial Analyst jobs

To become a senior or junior level financial analyst, one may be required to earn a Master’s of Business Administration.

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Obtaining a finance degree (bachelor’s or MBA) and working towards becoming a financial analyst requires the development of skills, expertise, and specific abilities.

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To be a financial analyst, one should be good with numbers, comfortable presenting research, analytical, and have great ability to research large amounts of data and pay attention to small details.

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Earning a finance degree and taking the steps to become a financial analyst requires specific abilities and the development of specialized skills.

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With relevant work experience and appropriate training, finance students can become equipped to pursue the path of becoming a financial analyst.

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Step 3: View the best colleges and universities for Financial Analyst.

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