Sr. Financial Analyst

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At Gesa, we believe in the power of our people. Coming from all walks of life, our team members’ individual stories and unique experiences are our most valuable asset. But it’s how we come together, igniting our collective compassion and commitment to empowering our communities, that makes us succeed. Because we know we go farther when we go together.

About - Gesa Credit Union

Under the general supervision of the Finance Manager/Team Leader, the Sr. Financial Analyst is responsible for providing analytical and data‑driven support for departments across the Credit Union. In this role, the Sr. Financial Analyst strengthens organizational decision quality by transforming complex financial information into insights that guide strategic choices and operational priorities. The position develops, maintains, and enhances recurring analytical processes while also contributing to ad‑hoc projects and cross‑functional teams as dictated by the evolving needs of the Credit Union.

As a key member of the Accounting & Finance department, the Sr. Financial Analyst plays a significant role in the Credit Union’s strategic planning, forecasting, and performance monitoring efforts, ensuring leadership has the financial intelligence required to make informed, forward‑looking decisions.

• Function as a team leader within the Accounting & Finance department. Represent them in projects and committees as assigned. Provide coaching on an as needed basis to support team members.
• Develop, maintain, and support accurate analytical models for evaluating, benchmarking, and monitoring the efficiency, operations, and profitability of various products, services, and lines of business.
• Design and maintain regular and ad‑hoc reports for various business units.
• Develop metrics and processes to ensure accuracy when creating and/or maintaining analysis reports.
• Lead the preparation of the annual Credit Union‑wide budget and semi‑annual forecasting processes by accumulating and assembling information, reviewing/analyzing the budget, and providing recommendations regarding the budget.
• Serve as a budget support contact for credit union management.
• Lead the monthly ALM (Asset‑Liability Management) model update processes. Maintain ALM modeling assumptions and recommend changes to improve model accuracy. Review and analyze results. Prepare and present reports for the credit union’s ALCO (Asset‑Liability Management Committee).
• Lead the monthly processes related to managing and measuring the profitability of all aspects of the credit union including strategic business units, members, products, and officers. Prepare reports to support teams within the credit union and the credit union’s ALCO. Make strategic recommendations to drive increased profitability and performance of products and member relationships.
• Develop and maintain an expert level of knowledge regarding the credit union’s investment portfolio and credit union approved investments.
• Lead the credit union’s liquidity management processes with regards to liquidity forecasting, stress‑testing, and reporting. Make strategic balance sheet management recommendations to improve liquidity positioning when needed.
• Support the needs of the Credit Risk Management Team regarding credit risk monitoring, program profitability, and credit risk analysis.
• Analyze trends in finance, investments, economics, and general credit union business conditions. Provide reporting to senior management to aid in strategic decision making for the credit union.
• Develop and maintain an expert level of knowledge regarding Gesa’s core operating systems, Axiom software, Empyrean, and other business analysis software tools.
• Display strong core values such as trust and dignity, respect and acting in the best interest of the credit union. Lead by example by always displaying solid ethics and integrity. Control risk and operate in a safe and sound manner.
• Maintain and protect all sensitive data utilizing the highest standard of confidentiality and professionalism. Consistently display respect for all areas of diversity and levels of knowledge.
• Attend credit…