Senior Financial Planning And Analysis Analyst

JOIN THE KEESLER FEDERAL CREDIT UNION TEAM!
Keesler Federal Credit Union team membersenjoy competitive salaries and a wide range of benefits, some of which include:

• Medical, dental, and vision insurance
• Section 125 Flexible Spending Accounts for Health Care and Dependent Care expenses
• Employee and Dependent Life Insurance
• 401(k) Retirement Plan with 100% match on the first 5% contributed by you
• Paid Leave
• Tuition Reimbursement and Competitive Scholarships
• Short Term & Long Term Disability Benefits

WE CURRENTLYDO NOT SPONSOR WORK RELATED VISAS
Department: Finance
Reports to: Manager, Finance
FLSA: Exempt
SUMMARY:
The position of Senior FP&A Analyst is responsible for supporting the management of the profitability system, budgeting/forecasting process, expense control, key metrics trends and scorecards, ALM model inputs, liquidity forecasting/stress testing, cost/benefit analysis and other ad-hoc Financial Planning and Analysis requests.
SUPERVISORY RESPONSIBILITIES:
None
ESSENTIAL FUNCTIONS:

• Leads and supports the management of Profitability/budget system. This includes updating, balancing, and troubleshooting the data input process, setting up drivers for interest rate on various product lines, and solid understanding of the various utilities within the profitability system.
• Solid understanding of the concept of profitability at the organization, product, channel, and member level, including FTP (Funds Transfer Pricing) calculation for loans and deposits.
• Assist in preparation of annual budget, including drivers of balances sheet and income statement items and compilation of budget information from various departments.
• Provide reporting and Analysis to departments as needed including variance reports, forecasting reports and various ad hoc reports requested.
• Effectively work with external third parties involved in the ALM process and assumptions as applicable to ensure accurate and timely results.
• Responsible for monitoring the reporting schedule (Board, I-ALCO, and ALCO) and ensures timely report preparation.
• Acts as expert in understanding data for the software programs used to produce management reports for Profitability (Axiom) and ALM.
• Understands the credit union's assets, liabilities, and financial objectives and ensures that reporting requirements specified in the credit union's ALM, investment and liquidity programs are met.
• Work with various lines of business to collect data, interpret data, and help manage the profitability of the organization.
• Monitors the ongoing liquidity position of the credit union. Identifies events and trends and helps produce liquidity forecasting reports.
• Prepares accurate and timely reports and analyses setting forth progress, adverse trends, and appropriate recommendations or conclusions.
• Works with senior management to produce ad-hoc financial reports and charts.
• Build and maintain appropriate profitability and product yield reporting.
• Able to assist in the preparation of the 5300 Call Report and monthly financial statements.
• Supports any aspect of the annual regulatory examination with the NCUA.
• Maintains adequate documentation of reports produced and sources of data to meet the requirements of auditors and examiners.
• Provides recommendations to improve financial analysis and reporting process.
• Serves as member of committees, as required.
• Prepares and updates financial management policies and/or procedures.

KNOWLEDGE AND SKILLS
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skills and/or abilities required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
EDUCATION

• Bachelor's Degree in Finance, Accounting, Statistics, Economics, Engineering or a related field from a 4-year college or university required.
• Master's Degree in the above-mentioned field and/or a certification preferred: Chartered Financial Analyst (CFA) or Financial Risk Management (FRM) designation.

EXPERIENCE AND OTHER REQUIREMENTS

• 5+ years of experience in Financial Planning and Analysis, balance sheet management, pricing and/or profitability functions within a financial institution.
• Strong financial systems knowledge, preferably with previous experience using profitability systems such as Axiom.
• Demonstrated ability to take initiative and self-motivated; strong organizational, analytical, and problem-solving skills with ability to make sound decisions.
• Experience in or knowledge of financial institution products, services, and records preferred.

INTERPERSONAL SKILLS
Courtesy, tact, and diplomacy are essential elements of the job. Work involves much personal contact with others inside and/or outside the organization for purposes of giving or obtaining information, building relationships, or soliciting cooperation.
COMPUTER SKILLS
Extensive use of personal PC required with advanced proficiency in Microsoft applications, including Word, Excel, and PowerPoint.
Must be proficient using e-mail and the internet.
CERTIFICATES, LICENCES AND REGISTRATIONS
None required, but CFA or FRM preferred.
PHYSICAL DEMANDS
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is regularly required to sit, stand, walk; talk and hear; use hands to finger, handle or feel objects, tools, or controls; and reach with hands and arms. The employee is occasionally required to stoop, kneel, or crouch; and lift and/or move up to 20 pounds.
WORK ENVIRONMENT
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Extensive use of personal computer is required. The noise level in the work environment is usually that of a normal office environment.
DECLARATION
The Human Resources Department retains the sole rights and discretion to make changes to this job description.
#HPIND
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)