Career Opportunity: Senior Financial Analyst

Location: Littleton, MA.

Hybrid Schedule: 3-4 days per week on-site

Compensation: The salary range for this position is $75,000 - $85,000 annually. Actual compensation will be determined based on experience, location, and other factors permitted by law.

Position Summary: Workers Federal Credit Union (WCU) has an incredible opportunity for a highly skilled Senior Financial Analyst to join our Finance Department. As our Senior Financial Analyst, you will manage a wide variety of financial tasks, supporting our financial and regulatory reporting, Treasury, and Asset & Liability Management functions.

General Responsibilities:

• Prepare the annual budget, alongside the Credit Union's CFO and Controller, measuring monthly actual performance against plan.
• Lead the Credit Union's monthly budget plan, coordinating ongoing meetings with other leaders, preparing reports and other deliverables to present results.
• Assist in the monthly financial reports for the Senior Leadership Team, department leaders, ALCO committee, and Pricing Committee.
• Coordinate the preparation of the Credit Union's quarterly asset liability model with external consultants.
• Prepare cash flow and liquidity projections.
• Oversee loan and collateral positions with the FRB & FHLB.
• Manage the portfolio of brokered certificates of deposit.
• Administer all investment and borrowing transactions, including documentation of required approvals.
• Monitor liquidity, Interest Rate Risk, basic surplus and other metrics to ensure the on-going long-term stability of the credit union and for compliance with regulatory requirements.
• Prepare various reports for management, board of directors, and regulatory reporting.
• Drive key metrics for performance reporting and dashboards.
• Coordinate periodic testing of contingent funding sources.

What you will need to be successful:

• Five+ years' experience at a Bank or Credit Union in an accounting or finance role required.
• Bachelor's degree in finance, Mathematics, Economics, Accounting or related field required.
• Understanding of budgeting software
• Proficient in Microsoft Office with an advanced excel skillset

About Workers Credit Union

Since 1914, Workers Credit Union has existed to Improve the Daily Lives of our Members. We deliver on our core purpose by partnering with our members to help them make their best financial choices and improve their financial wellness. We call this The Workers Way and this is at the center of everything we do. Through our specialized financial counseling, we are pioneering a new member experience through high-touch service and convenient technology. We have grown to over $2.6 Billion in assets and serve over 120,000 members.