[Hiring] Senior Financial Analyst @Quorum Federal Credit Union

Role Description

The Senior Financial Analyst partners with the Finance Manager to support the credit union’s financial management activities, including:

• Financial planning and analysis (FP&A)
• Balance sheet management
• Liquidity analysis
• Treasury support
• Risk management
• Strategic decision support

This role combines strong financial acumen with a continuous improvement mindset, leveraging modern analytics, automation, and business intelligence tools to enhance:

• Forecasting
• Operational efficiency
• Organizational performance

The position serves as a key business partner across the organization, transforming financial data into actionable insights that support executive decision-making.

Qualifications

• Bachelor’s degree in Finance, Accounting, or related field.
• 4+ years of experience within a bank or credit union finance organization.
• Demonstrated experience developing financial models, forecasts, budgets, management reporting, and business performance analysis.
• Strong analytical, critical thinking, problem-solving, and financial modeling skills.
• Ability to manage multiple priorities independently and adapt to changing business needs.
• High level of integrity, professionalism, accountability, and attention to detail.
• Advanced proficiency in Excel; including financial modeling and data analysis.
• Experience leveraging technology to improve financial analysis, reporting, forecasting, or process efficiency.
• Strong communication and relationship-building skills.

Requirements

• Experience with business intelligence, analytics, automation, or reporting tools such as Power BI, Tableau, SQL, Python, Power Platform, Copilot, or similar technologies.
• Demonstrated curiosity and willingness to adopt emerging technologies, automation solutions, and AI-assisted tools.

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, outcome-oriented remote work environment for most roles.