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Sr. Financial Analyst (Emerging Services) - Remote

Company: Pscu
Location: Myrtle Point
Posted on: November 25, 2022

Job Description:

Join the people helping people.For people drawn to serving others through their work, PSCU is a place to thrive, as we serve our credit union members best by taking care of each other first.If you want to help shape an industry, challenge yourself, and invest in your own future, this is the place for you. PSCU is a highly accessible environment where you're empowered to think on your feet, work from your heart, and discover the very best version of your professional and personal self. "Our Momentum. Your Moment."This application is the first step in seizing your moment.The primary objective of this position is to provide management with financial guidance to implement and lead improvements resulting in the continued profitability of the line of business and company. This entails the comparison of actuals to forecast and plan, analysis and explanation of variances, identification of opportunities and risks and recommended course of action. The secondary objective of this position is the creation of presentations and/or reports to be delivered by the CFO and other members of the senior management team to a wide range of audiences including internal managers, member-owners, and board of directors.Excellent communication skills are essential as this position interfaces with all levels of management and employees. The incumbent has to anticipate and identify business trends and unearth business financial issues that challenge profit objectives, analyze them, communicate them, and drive management action. This requires evaluating and getting others to communicate and evaluate opportunities and risks and having the insight and creativity to recommend and drive solutions.Role Responsibilities

  • Acts as a liaison between Finance and senior management to gather information, resolve and recommend solutions to problems, issues, and concerns and answer questions.
  • Develops accurate projections for the business unit/line of business as a whole and the individual departments.
  • Analyzes pricing and cost trends, incorporating the impact of the changes into forecasts and plans.
  • Create presentations/reports to be delivered by the CFO and other members of the senior management team to a wide range of audiences including internal managers, member-owners, and board of directors.
  • Identify process improvements. Create process documentation. Helps implement process improvements across the organization.
  • Provide ad-hoc reporting and analysis as well as standard reporting, using various software applications, such as spreadsheets, relational databases, statistical packages, and graphics packages to assemble, manipulate, and/or format data and/or reports
  • Ad hoc reporting as business needs arise
  • Assist with capital-related issues and questions relating to the assessment, approval, tracking, and forecasting of Company-wide capital investments.
  • Act as a liaison between Finance and the Enterprise Project Management Office to gather information, research/answer questions, and recommend solutions to problems, issues, and concerns. Perform reconciliation of variances between Accounting systems and Project Management systems.
  • Assist in evaluating new initiative business proposal documents (revenue projections, expense projections, capital expenditures, net present value, etc.)
  • Partner with various project sponsors from around the company to assess the post-implementation results of individual projects. Perform analysis and communicate to senior management insights and suggestions to help improve project execution.
  • Consolidate and coordinate the delivery of project data for a fiscal year planning
  • Maintain and deliver enterprise-wide capital reporting.
  • Work closely with senior management as Financial Business Partner providing the business unit with day-to-day financial support
  • Develop accurate and timely financial plans/forecasts using knowledge of the business unit operational needs
  • Prepare detailed variance analysis (actual results compared to Plan/Forecast)
  • Identification of opportunities and risks and recommend a course of action
  • Assist in evaluating new initiative business proposal documents (revenue projections, expense projections, capital expenditures, net present value, etc.)
  • Report on key performance metrics and trends, providing relevant commentary and business recommendations
  • Tracks prepare and analyze revenue and cost associated with past, current, and future financial performances.
  • Participates directly in the monthly close process and prepares detailed revenue and cost accruals to ensure the accurate reporting of monthly results and to enable client-level reporting/evaluation.
  • Collect, analyze and compile a wide array of company-level information for reports to be delivered by the CFO and line of business senior management.
  • Perform other duties as assignedRole RequirementsEducation
  • Bachelor's degree in Finance, Accounting, Economics, or related field required.
  • MBA preferred.Experience
  • Minimum five (5) years of experience in financial planning and forecasting and/or financial analysis, or related experience required.
  • Experience in the financial services industry process preferred. Experience at a public company preferred.
  • PC Windows-based software experience required with advanced knowledge of Word, Excel, PowerPoint, and Access, and financial software required. - -Pay EquityPSCU is committed to pay equity and a competitive benefits package. The typical annual hiring range for this position based on relevant experience and internal equity is:$67,200.00to$98,533.33*Note: The amount shown is based on full time annual salary and would be prorated based on role.In addition this position is eligible for an incentive plan, based on performance.BenefitsAt PSCU, everything we do recognizes the fact that our employees are our most important asset. That's why we are committed to a work/life integration that goes above and beyond to ensure that you have quality time at home with your family and/or to pursue outside interests and aspirations. We back this up with generous PTO, the opportunity to work remotely, flexible scheduling, and a management team that understands how to adjust when the unexpected curveballs of life happen.Check out the comprehensive benefits PSCU has to offer that further solidifies our reputation as a company that just "gets it" when it comes to balancing life's planned and unplanned events while equipping you with all the tools for growth.PSCU offers:
  • Beautiful, state-of-the-art campuses
  • Endless opportunities for advancement
  • Competitive wages
  • Generous paid time off and paid holidaysOur benefits package includes:
  • Medical with telemedicine, no-cost diabetes supply program, and expert medical opinion services
  • Dental and Vision
  • Basic and Optional Life Insurance
  • Company Paid Disability Insurance
  • 401k (with employer match)
  • Health Savings Accounts (HSA) with company provided contributions
  • Flexible Spending Accounts (FSA)
  • Supplemental Insurance
  • Legal Plan
  • Pet Insurance
  • Adoption Assistance Plan
  • Mental Health and Well-being: Employee Assistance Program (EAP)
  • Mental health and Well-being: Virtual mental health support and resources
  • Tuition Reimbursement
  • Wellness program
  • Back-up child care program
  • Benefits are subject to generally applicable eligibility, waiting period, contribution, and other requirements and conditions.If this position requires you, now or in the future, to perform your function or report onsite at a PSCU location or travel on behalf of PSCU, entry procedure and Covid protocols are in place that will require your adherence as a condition of employment. PSCU manages these procedures and protocols requiring your use of third party digital applications, in compliance with federal, state, and local laws.Please Note: For roles with certain levels of travel and/or company car usage, PSCU will require a completed Motor Vehicle Record Check, valid driver's license, and proof of insurance at time of hire and annually.All applications are reviewed by an AIRS Certified Diversity and Inclusion Recruiter. Learn more about our commitment to Diversity, Equity, and Inclusion HERE!As a matter of operational management limitations and business administrative process parameters, remote position assignments at PSCU are geographically restricted to where PSCU currently operates. As a result, we are unable to proceed with applications from those state residents. Applicants are encouraged to apply for other available opportunities for which they qualify.PSCU is an Equal Opportunity Employer. We consider applicants without regard to race, color, religion, age, national origin, ancestry, ethnicity, gender, gender identity, gender expression, sexual orientation, marital status, veteran status, disability, genetic information, citizenship status -, or membership in any other group protected by federal, state or local law.PSCU is an Equal Opportunity Employer that complies with the laws and regulations set forth in the following -"EEO is the Law" Poster -and the -"EEO is the Law" Poster Supplement. PSCU will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the legal duty to furnish information.For positions based out of our Phoenix, Arizona location, PSCU is an E-Verify Employer. Please click here for the E-Verify Poster in -English -or -Spanish. For information regarding your Right To Work, please click here for -English -or -Spanish.As an ongoing commitment to reasonably accommodate individuals with disabilities, PSCU has established alternative methods to complete the application process. Disabled applicants needing assistance are encouraged to submit resumes via our careers page submission button If further assistance is required.

Keywords: Pscu, Medford , Sr. Financial Analyst (Emerging Services) - Remote, Accounting, Auditing , Myrtle Point, Oregon

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