Senior Financial Analyst

Are you a strategic financial professional who enjoys transforming complex data into meaningful business insights and serving as a trusted advisor to business leaders? Become a Senior Financial Analyst at Royal Credit Union! In this role, you’ll partner with leaders across the organization to understand business needs, challenge assumptions, develop financial recommendations, and translate complex analysis into actionable decisions that strengthen financial performance.

• Member and Community Focused:
  We are dedicated to making a positive impact on our Members and the communities we serve, going beyond financial services to enrich lives and foster growth.
• Supportive Environment:
  Join a collaborative, values-driven workplace that is always evolving. We support each other and work together to achieve our goals.
• Professional Growth:
  We offer numerous opportunities for training and advancement, helping you continuously develop and advance your skills.
• Empowerment:
  We empower our team members to make decisions and drive initiatives that help our Members achieve their financial goals. Your ideas and contributions are valued and encouraged.
• Community Involvement:
  Engage with your local community through various initiatives and events, making a tangible difference where you live and work. Be part of something bigger.

Serve as a strategic financial consultant to assigned business units by developing a deep understanding of their operations, goals, opportunities, and challenges. Lead increasingly complex financial and data analysis, budgeting and forecasting support, business case development, and reporting or visualization of financial information. Translate financial results and performance metrics into clear insights and actionable recommendations; challenge assumptions and help leaders evaluate alternatives, risks, and tradeoffs.

Collaborate with senior leadership on large-scope projects, pricing and profitability decisions, and strategic initiatives.

• Compensation:
• Eau Claire Market: $112,000 - $134,500 annually.
• St. Croix Valley/Minnesota Market: $128,900 - $154,800 annually.
• This is an exempt-level, salaried position. (candidates with significant related experience may be higher)
• Benefits:
  Royal is proud to take care of our team members and their families! In addition to our comprehensive medical, dental, and vision insurance plans, Royal offers a 5% 401k employer match, paid family and sick leave, vacation and sick time accruals, childcare reimbursement, tuition and student loan debt assistance, pet insurance, and much more!

• Bachelor’s degree in business, accounting, finance, data science related field
• Five (5) years of experience working in Finance/Accounting or three (3) years of financial analyst experience at a Financial Institution.
• Expertise in financial services and financial concepts, including working knowledge of advanced or complex accounting principles, cost accounting, budgeting and forecasting, profitability analysis, and asset liability management concepts. Ability to perform a variety of complex tasks, exercise sound judgment, and develop practical recommendations for work that is complex in nature.
• Strong analytical, critical-thinking, and problem-solving abilities, with knowledge of data-mining tools and techniques, including Monarch and SQL. Skilled in financial modeling, budgeting and forecasting tools, data visualization, and financial technologies, with an expert understanding of Microsoft Excel. Able to connect detailed analysis to broader business strategy and clearly explain financial implications to non-financial audiences.
• Excellent written and verbal communication, interviewing, active listening,…