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 skil