Financial Analyst II (Digital Services)

Description

We are Addition Financial, a member-owned, not-for-profit financial cooperative, offering comprehensive financial solutions that help members achieve their financial goals. Shareholder profits don't drive us and never have. Since 1937, we've been on a mission to bring financial success and education to everyone and make a positive impact in the lives of our members and the communities we serve. And we want your help to make that happen. We're looking for people who not only want to do meaningful, challenging work, but who also have a heart for service. If this sounds like you, keep reading and we'll dive into the specifics!   

We are seeking an experienced and dedicated team member with strong data mining and analytical background and skills, who can accurately analyze/process numerous reports containing large amounts of data in a timely manner. Must be able to communicate effectively, both written & verbally, thrive in a fast-paced environment and manage large work volumes. 

Essential Duties and Responsibilities:

• Conduct weekly updates and analysis of our Credit Card promotional      balance transfers and campaigns
• Provide weekly and monthly reports for our new Credit      Card accounts
• Daily review and reconcilement of our Credit Card fraudulent      claim packages
• Build, run and efficiently maintain ad hoc/data mining      reports as needed/requested by management (using various tools/languages      such PowerBi, SQL, Excel VBA, etc.)
• Complete daily review and analysis of our ATMs’ Cash      Levels
• Review, analyze and process the various Digital      Services department vendor invoices
• Maintain and perform profitability analysis of credit      and debit card portfolios 
• Examine and report on cardholder behavioral patterns,    usage trends & other statistical data
• Analyze KPIs and provide results for our Credit cards      and Debit cards Onboarding program (such as activation, utilization,    penetration, digital wallet activity, etc.) 
• Forecast and place the weekly ATM cash orders for our      entire ATM Fleet
• Perform monthly ATM cash levels & residual cash      analysis 
• Create and oversee various departmental statistical      reports & procedures
• Provide phone support for credit union staff
• Assist with the review, automation and efficiency of      current reports and processes
• Serve as a backup for multiple departmental      responsibilities 
• Participate in special assignments/projects as needed
• Performs other duties and responsibilities as assigned      by management

Requirements

Education and Experience:

• Qualifications include a four year degree in business, accounting, or finance and/or equivalent experience. 
• Strong verbal and written communication skills, as well as proficient knowledge of the Microsoft Office Suite (ie Excel, Word, Outlook, etc.). 
• Financial Institution, SQL/PowerBi and/or research/analytical experience a plus.

Working With Us:

We’re continually recognized as a top employer because we understand people like you want more out of your career. Like making a difference in people’s lives and in the community. Being part of a team that supports each other. Feeling good about the time you spend at work each day. And being able to balance your life while also earning a competitive base salary and benefits, including:

• 401k with profit sharing contribution
• Comprehensive medical, dental and vision coverage from leading insurance providers
• Continuing education and up to $5,000 in tuition assistance annually
• Generous vacation and sick pay
• Paid parental leave and volunteer time off
• Major holidays off including Federal holidays that many other industries don't observe
• Credit union benefits including reduced consumer/mortgage loan rates, free checks, and other financial services discounts

At Addition Financial, we accept you for who you are. We are an equal opportunity employer and do not discriminate based on race, color, creed, religion, national origin, sex, marital status, age, or disability/handicap with regards to recruitment, selection, placement, promotion, wages, benefits, and any other areas of employment. Personal perspectives and beliefs are what helps our team members, and our company, grow as a whole and we seek to nurture that inclusiveness. We welcome our team member’s diverse viewpoints and work together so that everyone’s voices are heard. So, if you’re ready to take your career to the next level, Count Us In®.