Analyst - Financial Systems

Application deadline is 5 days after the date the role was posted.


Thank you for your interest in Bellco Credit Union! We’re a local not-for-profit organization that has been giving back to our members, the communities we serve, and of course, our employees since 1936. Offering one of the best employee benefits packages around, Bellco is a leader in fostering, developing, and engaging staff to become expert financial-service ambassadors. You’re a part of something more at Bellco—a place you can be proud of.


LOCATION: Corporate DIVISION: Financial Systems

FUNCTION DESCRIPTION:

We are seeking a proactive, growth-oriented Financial Systems Analyst to join our dynamic Financial Systems team. Under the guidance of the Sr. Manager, this role offers the opportunity to take ownership of data analytics initiatives, optimize processes, and play a key role in shaping the future of financial insights across the organization. Ideal for a self-starter eager to expand their technical and analytical skill set, this position will focus on data manipulation, reporting automation, and model development using tools like SQL, Microsoft Access, Excel, and BI platforms.

ORGANIZATIONAL RELATIONSHIPS:

Reports to: Sr. Manager – Financial Systems

Supervises: None

Contacts: Internal staff, accountants, portfolio managers, executive staff, auditors, examiners, vendors, suppliers or service providers, limited member contact.

QUALIFICATIONS/REQUIREMENTS:

Education: Bachelor’s degree required; Finance, Accounting, Economics, MIS, or Data Analytics preferred

Experience: 2+ years in systems, data analysis, or financial operations. Financial services experience preferred.

Skills: SQL: Confident writing and optimizing complex queries; able to merge data from disparate sources
Access: Comfortable designing and maintaining Access databases, forms, and reports
Excel: Advanced skills including Power Query, PivotTables, and data automation
Visualization Tools: Familiar with Power BI, Tableau, or Qlik for building clear, engaging dashboards
Financial Tools: Exposure to Essbase, Hyperion, or related financial systems preferred


Ability to work independently, understand and carry out written and verbal directions.
Ability to actively listen and assimilate the needs of other employees, departments, and vendors, in person, by phone, or through written communication.
Strong oral and written communication skills.

Equipment: PC, calculator, fax, telephone, copier, printer.

ESSENTIAL FUNCTIONS:

Provides a valuable and enjoyable experience to both internal customers and members during interactions. Consistently suggests ways to improve the member/customer experience through improved processes and technology.

Responds to various ad-hoc queries involving large (10,000+) data sets, often merging fields from several sources.

Maintains data sets to support Accounting, Marketing, Operations, Finance, and Product groups.

Develops and produces portfolio-level reports, BI dashboards, scorecards, and analyses to generate insights that inform and enable business strategies.

Performs analytics support for various product promotions.

Assists in the development of new concepts, methodologies, and techniques for financial and operational information analysis.

Develops, updates, and maintains departmental procedures.

Prepares special analyses at the request of management and other internal customers.

Regular and punctual attendance.

Management retains the discretion to add to or change the duties of the position at any time.

WORKING CONDITIONS:

Office environment
Mobility to move throughout department and corporate offices


Bellco Credit Union provides a comprehensive benefits package to employees, including: Medical, Dental, Vision, 401 (k) with company match, Supplemental Life Insurance, Paid Vacation, Paid Sick Days, and Paid Holidays.

In addition to base compensation, Bellco Credit Union offers bonuses for the following roles:
Non-exempt branch roles may earn monthly bonuses for meeting production goals and quarterly bonuses for meeting team goals.
Exempt branch roles may earn quarterly bonuses for production and team goals.
Exempt non-branch management roles may be eligible for an annual managerial bonus.
Non-branch non-management roles may be eligible for on-the-spot bonuses for extraordinary performance.