Financial Forecasting Analyst
Company: Local Government Federal Credit Union
Posted on: January 26, 2023
The individual who excels in this position will advance financial
forecasting, modeling, and analysis to support financial
management, senior management decision making and enterprise
strategies. In addition, the analyst will provide financial
forecasting, modeling, and reporting to support Civic FCU's
Normal Day-to-Day Work
Update financial forecast and analysis monthly, or more frequently
as needed, in collaboration with various teams; run financial
forecast in the ALM model (ZM) and deliver related reporting.
Develop, maintain, and enhance financial models (Excel and ZM)
including modeling inputs, assumptions, methodology, back-testing,
Perform financial projections and analysis to support balance sheet
management, business case / project analysis, and strategic
Support the annual financial budgeting process.
Actively monitor and analyze trends of key financial metrics and
the underlying drivers. Understand financial performance against
forecast, and the reasons for variances.
Follow industry trends and conduct benchmark/peer analysis.
Collect, research, and analyze internal and external data to gain
actionable insights in support of financial modeling and
Perform financial modeling and scenario analysis as requested by
Support ALM, capital management, performance measurement and
balance sheet optimization.
Production and ongoing delivery of PowerPoint presentations and
reporting for Senior and Executive Management, the Board, and its
related sub-committees at both LGFCU and Civic FCU, as well as
external reporting materials to support requirements of credit
union regulators, accounting firms and any other authoritative
Document work processes and models used for financial forecasting
and analysis purposes.
Support loan and deposit pricing analytics and associated
Here are a few skills you MUST have to be considered for this
Bachelor's degree or equivalent in finance, economics, business,
accounting, mathematics, statistics, or engineering.
A minimum of 1 year of relevant experience in finance, financial
forecasting, modeling, and analysis.
Strong quantitative, analytical, and problem-solving skills.
Attention to detail. Exhibit high standards of accuracy.
Strong verbal, written and interpersonal communication skills.
Advanced user of Microsoft Excel and Microsoft PowerPoint.
PC proficient including Microsoft Office (Word, Access, Outlook)
and the Internet.
Ability to function in a commercial business office environment and
utilize standard office equipment including but not limited to: PC,
copier, telephone, etc.
Ability to lift a minimum of 25 lbs. (file boxes, computer
Here are a few qualifications we'd LIKE you to have to make you
more suited for this position.
Possession or work towards advanced degrees in finance, economics,
business, accounting, mathematics, statistics, engineering, or
related quantitative fields.
Possession or progress towards Chartered Financial Analyst
minimum of 1 to 3 years of bank or credit union finance
Familiarity with financial statements, financial forecasting,
modeling, cost-benefit analysis, valuation analysis and cash-flow
analysis, preferably related to banking and financial services.
Ability to work with large, complex data sets; experience with
statistical tool such as SAS.
A self-starter who can accomplish all responsibilities with minimal
Ability to work independently yet collaborate cross-functionally in
a team environment.
Ability to handle multiple priorities, projects, and relationships
Ability to work under pressure and meet tight deadlines.
Strong presentation skills.
About the LGFCU Culture
If you are working here, or considering working here, you should
know a little something about the LGFCU culture. We are a workplace
that highly values the contributions of a diverse group of people.
We believe if we put our heads and hands together, we can
accomplish amazing feats for our members. To this end, we recruit
bright, energetic and talented people to be members of our team. In
return, we offer a dynamic workplace that presents opportunities
for advancement and learning new skills. We really believe that
when our employees succeed, members win.
If you have questions about this position description, please feel
welcome to ask. You can reach our HR at:
LGFCU Human Resources
3600 Wake Forest Rd.
Raleigh, NC 27609
Keywords: Local Government Federal Credit Union, Raleigh , Financial Forecasting Analyst, Accounting, Auditing , Raleigh, North Carolina
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