Senior Financial Analyst

🕒 May 27

🗽 New York – Remote

🗽 New York – Remote

💵 $94.3k - $114.3k / year

⏰ Full Time

🟠 Senior

💸 Financial Planning and Analysis (FP&A)

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Quorum Federal Credit Union

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 1934

🏦 Banking

💸 Finance

Banking • Finance

Quorum Federal Credit Union is a member-focused financial institution offering consumer banking products and services, including a range of checking and savings accounts (including high-yield and term savings), mortgages, home equity loans and HELOCs, credit cards, student loans, and digital banking tools. The credit union provides financial planning, wealth management, insurance and estate planning services, access to a nationwide surcharge-free ATM network, and educational resources aimed at improving members' financial knowledge. Founded in 1934, Quorum emphasizes competitive rates, digital convenience, and member service.

📋 Description

• Facilitate the development and consolidation of forecasts and long-range financial plans. • Analyze variances and provide clear, actionable recommendations to business leaders. • Partner with department leaders to evaluate assumptions and improve financial predictability. • Develop dashboards, models, and reporting tools to support decision-making. • Leverage advanced analytics, financial technologies, and emerging AI tools to enhance forecasting, automate reporting, and improve decision-making. • Identify opportunities to integrate automation, machine learning models, or data visualization tools to drive efficiency and deeper financial insights. • Support balance sheet strategy, including liquidity planning, cash management, and investment portfolio. • Assist in interest rate risk modeling and financial scenario analysis. • Provide recurring and ad hoc analysis to guide financial performance and capital allocation. • Facilitate enterprise risk management (ERM) program and semi-annual risk assessments. • Collaborate with business units to identify, assess, and mitigate financial and operational risks. • Enhance risk reporting frameworks and ensure alignment with organizational objectives. • Evaluate and support business investments through ROI modeling, cost-benefit analysis, and ongoing performance tracking, while delivering product-level profitability insights to inform pricing, growth, and strategic decision-making. • Perform general ledger analysis, reconciliation, and ensure integrity of financial data. • Maintain and update financial policies, procedures, and internal controls. • Ensure compliance with GAAP, regulatory requirements, and internal standards. • Partner with leaders across the organization to deliver financial insights and recommendations. • Communicate complex financial concepts clearly to non-financial stakeholders. • Promote a collaborative, service-oriented work environment. • Stay informed of industry trends, regulatory changes, and emerging technologies. • Identify opportunities to improve processes, reporting capabilities, and financial performance.

🎯 Requirements

• Bachelor’s degree in Finance, Accounting, or related field • 3–5+ years of experience in finance, accounting, or treasury functions • Credit union, Banking, or risk management related experience is a plus • Strong analytical, problem-solving, and financial modeling skills • Ability to manage multiple priorities independently and meet tight deadlines • High level of integrity, professionalism, and attention to detail • Advanced proficiency in Excel; working knowledge of financial systems and reporting tools • Experience using data analytics, financial technology platforms, or AI-driven tools (e.g., Power BI, Tableau, Python, SQL, or similar) to support financial modeling, forecasting, and reporting

🏖️ Benefits

• Excellent health insurance packages with a Health Reimbursement Account option • Life, AD&D, Short-Term Disability and Travel Insurance • 401k plan with company match dollar for dollar up to 6 percent* • Generous time-off policy with paid time off (PTO), volunteer time off (VTO), birthday PTO, and company-observed holidays • Monthly stipend for wellness activities and mental health* • Tuition reimbursement • Pet Benefits, including insurance, discounts, “pawternity” PTO day, and more • Bonus/commission plan for qualifying roles • Employee perks (including mortgage discounts!) • PTO purchase and sell-back programs • Rewards and peer recognition programs • Trust-based, out-come oriented remote work environment for most roles * After 6 months of service