About the role
Description
At Allegacy, our roots run deep — anchored in a longstanding commitment to doing right by our members and the communities we serve. Every role within our organization plays a vital part in nurturing the relationships that make that promise real. As a member of our team, you'll be empowered to live out our brand every day, building meaningful connections that support the financial wellbeing of those who count on us most.
There’s a common thread that runs through all of us. It’s our commitment to doing right and our promise to members to always do the right thing for their wellbeing. Every employee in our organization is accountable to living out our brand in meaningful ways as our promise motivates our beliefs, our behaviors, and the benefits we share together. In order to achieve this state of success, this position conducts financial, statistical, analytical and asset/liability management functions and performs complex budgetary functions.
Specific Accountabilities
Deliver outstanding service to both internal and external service that meets or exceeds our Service Promises.
Analyze financial information and make recommendations based on best practices that are consistent with short/long term goals of the company
Provide specialized subject matter expertise in most complex budgetary and accounting functions
Perform trend analysis, modeling and what-if scenarios to assist in reaching strategic goals
Assist cost center owners with developing budgets for the organization, including assisting with share and loan projections, revenue targets, and operating expense analysis
Partner with managers of the credit union on budgetary variance analysis and profitability analysis to ensure financial solvency and accountability
Provide information to management by assembling and summarizing data; preparing reports; making presentations of findings, analyses, and recommendations
Build strong alliances with cost center owners, assisting them in gaining a full understanding of financial positions of their respective areas
Prepare and analyze departmental income statements utilizing cost accounting process/methodologies
Analyze performance and profitability of deposit and loan products
Apply data mining techniques to unstructured data as needed
Monitor and track key performance metrics/indicators and report to management, including proactively highlighting success while identifying areas of improvement with possible alternatives
Conduct financial, statistical, and analytical studies
Prepare financial reports for management and board
Manage special project assignments as requested
Knowledge, Skills and Abilities
Demonstrate analytical and financial modeling skills with ability to prepare materials and presentations that communicate meaningful data and analysis
Demonstrate strong knowledge of budget planning, expense monitoring, cash flow and financial management operations
Strong analytical skills; must possess the ability to make quick decisions, strong attention to detail and commitment to tight deadlines
Must be a self-starter who can work with minimal supervision, with the expectation of working as a motivated and cooperative team member
Must possess a high sense of urgency, judgment and work ethic
Must be able to manage multiple tasks concurrently, in a dynamic environment with tight deadlines
Excellent PC skills with a thorough knowledge of MS Excel (including macros), MS PowerPoint and MS Word with the ability to learn new software products
Experience with MS SQL and MS Access a plus
Willingness and ability to learn new skills and take on additional responsibilities
Ability to work overtime, as needed
Eligibility to be bonded