Senior Finance Analyst Job opening ( USE Credit Union - CA )
Location: San Diego
Posted on: November 17, 2023
Senior Finance Analyst Job opening - USE Credit Union state
California ( Job openings ) USE Credit Union , state California (
By Press Release office ) 2023-10-08T00:00 - 2023-10-22T00:00 - 3 -
0 Following established procedures and under general direction of
the SVP, Chief Financial Officer, performs detailed finance
assignments requiring strong knowledge of economic/finance theory
and accounting principles.
Main responsibilities include but are not limited to:
--- Asset and liability management (ALM) analytics, product and
member profitability analytics, and decision-support analytics as
dictated by evolving business needs.
--- Supporting the development of the annual operating plan.
Monthly financial plan variance analysis and reforecasting
--- Board of Directors level performance reporting
--- Act as a strategic partner to Capital Markets team by assisting
in accounting and finance. considerations for loan participation
purchases and member business lending originations
--- Assist with internal and external audits, providing supporting
documentation originations. as well as improving systems and
procedures in response to management recommendations
--- Supports management in fulfilling requests from auditors and
--- Continuously monitors individual processes and look for ways to
--- Partner with management on various projects and financial
reports to support strategic initiatives, ad hoc projects and
assignments, as requested.
--- Assist with monthly cost center management reports, including
budget variance analysis of non-interest income, operating expenses
and capital expenditures. Work with business leaders to develop and
maintain complex revenue, expense, and operational capacity
--- Assist on budget and forecast development, including creation
of templates, compiling data, and generating comparative
--- Assist with compiling and generating peer group financial
analysis and reporting quarterly.
--- Work closely with management to continually improve reporting
--- Maintain and update procedure documentation for all functions
--- Keep up-to-date on all applicable regulatory requirements to
satisfactorily perform the essential duties and responsibilities of
--- Follow record retention guidelines as published by regulatory
agencies and federal and state record retention laws.
--- Adhere to company policy and procedure, complete annual
compliance training, comply with business continuity and vendor
management policy. These are crucial to the success of the
organization and have regulatory compliance and/or safety and
soundness for the sustainability of the credit union.
--- Comply with all Anti Money Laundering laws such as the Bank
Secrecy Act, OFAC and USA PATRIOT Act and all related policies and
procedures including accurate Member/Customer Identification
Program, member due diligence, accurate OFAC match processing, and
reporting unusual activities and suspected fraud.
--- Other duties as assigned.
To perform this job successfully, an individual must be able to
perform each essential duty satisfactorily. The requirements listed
herein are representative of the knowledge, skill, and/or abilities
required. Ability to prioritize, organize and coordinate projects
and assignments with strong verbal and written communication
skills. Strong, consistent customer service orientation and
professionalism are required.
EDUCATION and/or EXPERIENCE
Bachelor's degree (BS) or equivalent (preferably in finance or
accounting) from a four-year college. MBA a plus. Minimum of 3
years related experience performing financial reporting and
analysis. Credit union or financial institution experience
To perform this job, the employee must possess applicable
technology skills and demonstrated expertise. Strong spreadsheet,
database, word processing and presentation software skills are
required. Ability to learn new applications quickly and general
knowledge of network and database usage is required.
CERTIFICATES, LICENSES, REGISTRATIONS
Chartered Financial Analyst (CFA) designation, Certified Public
Accountant (CPA) designation or other related professional
certifications, are plus.
Clear and demonstrated ability to understand and convey business
performance information, ranging from basic to intermediate in
complexity.To perform this job, the employee must possess strong
interpersonal skills, good phone and e-mail etiquette, a
professional presentation, and a high degree of personal
initiative. Interpersonal skills including, but not limited to,
motivating and influencing others, maintaining a significant level
of trust and diplomacy, fostering internal and external business
This position requires the employee to work during regular business
hours and occasional nights or weekends as needed to meet
established department deadlines and is hybrid-remote.
BluPeak Credit Union is an Equal Opportunity/Affirmative Action
employer. All qualified applicants will receive consideration for
employment without regard to race, color, religion, sex including
sexual orientation and gender identity, national origin,
disability, protected Veteran Status, or any other characteristic
protected by applicable federal, state, or local law.
Employment may be contingent upon BluPeak Credit Union's receipt of
an acceptable and job-related background check, drug screen, credit
check and vaccine verification, as applicable and permissible by
law. BluPeak Credit Union is committed to the safety and wellbeing
of our employees and their families; our members and visitors; and
the community at large. In accordance with our duty to provide and
maintain a workplace that is free of known hazards, we are
requiring that employees must have received or be willing to
receive the COVID-19 vaccine. BluPeak Credit Union continues to
monitor the pandemic following CDC guidelines, federal state and
local laws. Policies continue to be adjusted as new information
BluPeak Credit Union is committed to working and provide reasonable
accommodation to applicants with physical, mental disabilities and
sincerely held religious beliefs. For more information, contact
Job ID: 2023-1654
External Company URL: http://www.blupeak.com/home/
Street: 10120 Pacific Heights Blvd. JOB REQUIREMENTS: Medical
Assistant ( CMA , LPN , Paramedic or EMT ) CapitolClinic - 675 W .
Washington Avenue , 675 W . Washington Ave , Madison ,Wisconsin ,
United States of America Req #1682 Wednesday , October 4 ,
2023Group Healt[...] USE Credit Union California -
2023-10-08T00:00-2023-10-22T00:00 Following established procedures
and under general direction of the SVP , Chief Financial Officer ,
performs detailed finance assignments requiring strong knowledge of
economic/finance theory and accounting principles .Main
Keywords: ThePressReleaseEngine.com, San Diego , Senior Finance Analyst Job opening ( USE Credit Union - CA ), Professions , San Diego, California
Didn't find what you're looking for? Search again!