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Job Offer: Junior Analyst, Financial Planning & Analysis:

Job description:


   »
Full Time
   »
Immediately
   »
Poughkeepsie, NY 12603
   »
11/20/24

 

Junior Analyst, Financial Planning & Analysis

Overview

Hudson Valley Credit Union is currently recruiting for the position of Junior Analyst, Financial Planning & Analysis. Primary Function: Responsible for supporting profitcapability methodology, measurement, reporting, and analysis to support all lines of business. Scope to include all levels or profitcapability including product, member, organization/branch and account level. Develop and implement modeling techniques to forecast financial and product performance.
Responsibilities
   » Compile and analyze revenue and cost information to be used in product pricing, ROI, and financial impact statements.
   » Maintain profitcapability tools and assist in annual evaluation.
   » Prepare reports to communicate accurate findings and recommendations that are useful and significant.
   » Support in the credit union’s reporting and analysis capabilities.
   » Collect financial data and other significant information from stakeholders.
   » Collaborate directly with Finance Division and stakeholders to provide financial insights.
   » Assist in retrospective review of FP&A models and analyses.
   » Adhere to all Credit Union policies, procedures, and regulatory agency requirements. Participate in all required and recommended training and development including, but not limited to, Bank Secrecy Act training (BSA) and demonstrate attained expertise. Participate on Credit Union teams, projects and strategic initiatives when the opportunity arises. Perform additional tasks and special projects as assigned.
   » Embrace and apply HVCU’s guiding principles to all activities and responsibilities. This includes the Credit Union’s Mission, Vision, Core Values, Employee and Member Value Propositions, Sales and Service Model, and commitment to Lean Six Sigma practices. Support the Credit Union’s initiatives by demonstrating teamwork and professionalism.
   » Responsible for regular and predictable attendance including punctuality.

Qualifications
   » Bachelor's Degree in Finance, Business Administration, Analytics, or significant field required
   »
Minimum 1 year work history in finance or accounting preferred 
   » Minimum 3 years work history in Credit Union or Financial Institution requried

 
Why choose HVCU?
HVCU cares for our employees, members, and community. We actively seek to create an inclusive workforce by hiring people with diverse perspectives and practices. We celebrate and embrace what makes each of us different and foster an environment where everyone feels that they belong. In commitment to our diversity, equity, and inclusion mission, we encourage members of historically underrepresented communities to apply, including those who identify as women, minorities, veterans, disabled and LGBTQ+.
Employee Perks:
   » HVCU University & Academy; Professional Development Training
   » Student Loan Repayment & Tuition Reimbursement Programs
   » Medical, Dental, and Vision coverage (coverage starting as low as $20 per month)
   » 401(k) with employer match and non-elective employer contribution
   » Paid time off (PTO), holidays, and community volunteer time
   » Life, Short-Term, and Long-Term Discapability Insurance
   » Discounted Loan Rates & Fees 
Hudson Valley Credit Union is an AA/EEO employer committed to equal opportunity and employee diversity. All qualified candidates will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity, the status of being transgender, national origin, discapability, military or veteran status, genetic information, marital or familial status, domestic violence victim status, or any other characteristic protected by law.
   » Bachelor's Degree in Finance, Business Administration, Analytics, or significant field required
   »
Minimum 1 year work history in finance or accounting preferred 
   » Minimum 3 years work history in Credit Union or Financial Institution requried

 
Why choose HVCU?
HVCU cares for our employees, members, and community. We actively seek to create an inclusive workforce by hiring people with diverse perspectives and practices. We celebrate and embrace what makes each of us different and foster an environment where everyone feels that they belong. In commitment to our diversity, equity, and inclusion mission, we encourage members of historically underrepresented communities to apply, including those who identify as women, minorities, veterans, disabled and LGBTQ+.
Employee Perks:
   » HVCU University & Academy; Professional Development Training
   » Student Loan Repayment & Tuition Reimbursement Programs
   » Medical, Dental, and Vision coverage (coverage starting as low as $20 per month)
   » 401(k) with employer match and non-elective employer contribution
   » Paid time off (PTO), holidays, and community volunteer time
   » Life, Short-Term, and Long-Term Discapability Insurance
   » Discounted Loan Rates & Fees 
Hudson Valley Credit Union is an AA/EEO employer committed to equal opportunity and employee diversity. All qualified candidates will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity, the status of being transgender, national origin, discapability, military or veteran status, genetic information, marital or familial status, domestic violence victim status, or any other characteristic protected by law.
   » Compile and analyze revenue and cost information to be used in product pricing, ROI, and financial impact statements.
   » Maintain profitcapability tools and assist in annual evaluation.
   » Prepare reports to communicate accurate findings and recommendations that are useful and significant.
   » Support in the credit union’s reporting and analysis capabilities.
   » Collect financial data and other significant information from stakeholders.
   » Collaborate directly with Finance Division and stakeholders to provide financial insights.
   » Assist in retrospective review of FP&A models and analyses.
   » Adhere to all Credit Union policies, procedures, and regulatory agency requirements. Participate in all required and recommended training and development including, but not limited to, Bank Secrecy Act training (BSA) and demonstrate attained expertise. Participate on Credit Union teams, projects and strategic initiatives when the opportunity arises. Perform additional tasks and special projects as assigned.
   » Embrace and apply HVCU’s guiding principles to all activities and responsibilities. This includes the Credit Union’s Mission, Vision, Core Values, Employee and Member Value Propositions, Sales and Service Model, and commitment to Lean Six Sigma practices. Support the Credit Union’s initiatives by demonstrating teamwork and professionalism.
   » Responsible for regular and predictable attendance including punctuality.

Skills:

Job Category: Health Services [ View All Health Services Jobs ]
Language requirements:
Employment type:
Salary: Unspecified
Degree: Unspecified
Experience (year): Unspecified
Job Location: Poughkeepsie, NY 12603, Other
Address: Poughkeepsie, NY 12603
Company Type Employer
Post Date: 11/21/2024 / Viewed 140 times
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