Finance Assistant with fin - house managing client accounts and providing finance insights for SMEs. Responsible for client communications, transactions, and financial records management.
About the role
- Financial Strategy Analyst II supporting Corning Credit Union’s financial performance through data analysis and forecasting. Collaborating with finance team to enhance data-driven tools and insights.
Responsibilities
- Supports short- and long-term financial forecasting, as well as ongoing monthly financial reporting and analysis.
- Analyzes balance sheet, income statement, and key performance metrics, and monitors loan, deposit, and liquidity trends to support management decision-making.
- Advances the use of deposit analytics software to maximize capabilities and deliver insights that drive balance sheet management and strategic planning.
- Assists in the interest rate risk (IRR) modeling process by collaborating internally and externally with our vendor to generate timely output to inform balance sheet strategy.
- Builds working knowledge of Credit Union data architecture, including data flows and transformations, and cross-trains on existing reporting to ensure continuity and coverage.
Requirements
- A Bachelor’s degree in Accounting, Finance, Economics, Mathematics, or Data Analytics is preferred
- 3+ years of extensive experience in financial analysis and data analysis required
- Advanced skills using Microsoft Excel, SQL Server, Python, and other various business analytics programs and tools
- Proven ability to be a technical leader and assist others in their growth and development
- Excellent verbal, written, telephone and interpersonal communication skills and must possess a strong service orientation
Benefits
- Competitive base salary
- Annual bonus plan
- Exceptional benefits package
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