Financial Analyst

Heartland Credit Union is the winner of the 2023 Community's Choice Award for Reno county in several areas, including "Best Place to Work!"

Heartland Credit Union is looking for a full-time Financial Analyst to work at our Support Center branch in Hutchinson. If you are skilled in using data and technology for accurate, timely reporting and analysis, then this is for you. A successful Financial Analyst is responsible for providing senior management and executives with the analysis and information they need to make major operational, financial, and strategic decisions. In addition, this person will actively partner with internal and external stakeholders to develop innovative solutions and insights using business data and analysis tools. As Heartland Credit Union continues to grow, we need someone talented like you!

Our Financial Analysts are eligible for an awesome benefits package including health and dental Insurance, paid Life & LTD Insurance, 401(k) plan, paid vacation and holidays, small friendly work environment, opportunity for advancement and much more!

ABOUT HEARTLAND

Heartland Credit Union has been providing exceptional member service for over 75 years! HCU is a member-owned financial cooperative established in 1948 and is currently serving over 38,000 members strong. Our small friendly work environment allows our employees to know our members we serve and fellow employees. As we continue to grow, we need great talent like you to be a part of our team and culture. We are community driven and are very active in the communities we serve by volunteering and supporting local events. HCU has many locations in Kansas including Wichita, Hutchinson, Newton, Haven, Hays, and Ness City. Learn more about Heartland Credit Union by going to www.hcu.coop.

LOCATION

The person will work from our Support Center, located at 4000 North Monroe in Hutchinson, KS.

SCHEDULE

Normal office hours, Monday - Friday.

DUTIES OF FINANCIAL ANALYST

The Financial Analyst reports directly to the CFO and will be instrumental in the improvement of current data sets, metrics and reports and the development of dashboards and insights for the credit union. In addition, this person will actively partner with internal and external stakeholders to develop innovative solutions and insights using business data and analysis tools.

• Assists with the administration and operation of the credit union's asset/liability management, profitability, budgeting, and financial reporting software, including the monthly update.
• Projects ROI, product margins, and other financial models and evaluations, and reports analyses to Senior Management.
• Designs and implements procedures to track investment performance and reports findings to Senior Management.
• Manages budgets, tracks allocated funds compared with actual expenditures, and makes recommendations for adjustments.
• Responsible for creation and maintenance of departmental reporting, management reporting, board reporting and other reporting as assigned. This includes meeting with various departments to determine their reporting needs and creating processes for data collection where necessary.
• Records and reports decision making rationales, financial analyses, and corporate actions to assist in future planning.
• Ensures compliance with regulatory financial reporting requirements.
• Prepares agendas, coordinates meeting times, oversees reporting, and ensures that minutes are recorded and preserved for committee assignments.
• Ensures the timely maintenance of financial reports, insurance forms, investment evaluations, and miscellaneous documents as required.
• Attends and participates in meetings and trainings as required.
• Actively contributes to positive, professional working environment.
• Provides superior service to staff, management, and volunteers.
• Pro-actively supports and advances HCU's culture.
• Performs all other duties as assigned.

QUALIFICATIONS FOR FINANCIAL ANALYST

EDUCATION/CERTIFICATIONS:

• Bachelor's degree in finance, accounting, business, or a related field.

EXPERIENCE/KNOWLEDGE:

• Minimum 2 years of financial analysis experience.
• Experience with various database and business intelligence tools, such as Power BI, for example with data structures and the ability to join/integrate tables in order to provide the necessary data for analytics and/or reporting is preferred.
• SQL database experience preferred.
• Experience assisting stakeholders with using data and reporting to develop innovative solutions
• Thoroughly understands corporate financial analyses and risk management practices.
• Understanding of general marketing principles and pricing strategies.

SKILLS:

• Strong communication, technical, problem-solving, and analytical skills.
• Able to organize, coordinate, and direct projects while meeting deadlines.
• Well-organized and attentive to detail.
• Ability to understand, interpret, and enforce policies and procedures.
• Able to operate related computer applications and PC.
• Proficient in MS Office including Word, Excel and Outlook.
• Flexible and open to change.

OTHER REQUIREMENTS:

• Valid driver's license.

PHYSICAL REQUIREMENTS:

• Sedentary work, sitting most of the time.
• Exerts up to 10 lbs. of force occasionally.

For immediate consideration: To apply from our career site, go to Apply Now. If you are viewing from an outside posting board, go to https://www.hcu.coop/careers. You must create an account to apply and upload a resume. All inquiries are completely confidential.

Equal Opportunity Employer/Affirmative Action Employer

Heartland Credit Union is an Equal Opportunity Employer (EOE). Heartland provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, sexual orientation and gender identity, national origin, age, disability, or genetics. Heartland hires and promotes individuals solely on the basis of their qualifications for the job to be filled. We encourage qualified minority, female, veteran, and disabled candidates to apply and be considered for open positions. This practice applies to all areas of employment including recruitment, hiring, training and education, promotion, termination, compensation and all conditions and privileges of employment in accordance with applicable federal, state, and local laws.

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