Hudson Valley Credit Union
Junior Analyst, Financial Planning & Analysis
Hudson Valley Credit Union, Poughkeepsie, New York, United States, 12600
Overview
Hudson Valley Credit Union is currently recruiting for the position of Junior Analyst, Financial Planning & Analysis. Primary Function: Responsible for supporting profitability methodology, measurement, reporting, and analysis to support all lines of business. Scope to include all levels or profitability including product, member, organization/branch and account level. Develop and implement modeling techniques to forecast financial and product performance.
Responsibilities
Compile and analyze revenue and cost information to be used in product pricing, ROI, and financial impact statements.Maintain profitability tools and assist in annual evaluation.Prepare reports to communicate accurate findings and recommendations that are useful and meaningful.Support in the credit union's reporting and analysis capabilities.Collect financial data and other relevant information from stakeholders.Collaborate directly with Finance Division and stakeholders to provide financial insights.Assist in retrospective review of FP&A models and analyses.Adhere to all Credit Union policies, procedures, and regulatory agency requirements. Participate in all required and recommended training and development including, but not limited to, Bank Secrecy Act training (BSA) and demonstrate attained knowledge. Participate on Credit Union teams, projects and strategic initiatives when the opportunity arises. Perform additional duties and special projects as assigned.Embrace and apply HVCU's guiding principles to all activities and responsibilities. This includes the Credit Union's Mission, Vision, Core Values, Employee and Member Value Propositions, Sales and Service Model, and commitment to Lean Six Sigma practices. Support the Credit Union's initiatives by demonstrating teamwork and professionalism.Responsible for regular and predictable attendance including punctuality.
Qualifications
Bachelor's Degree in Finance, Business Administration, Analytics, or relevant field required
Minimum 1 year work history in finance or accounting preferred
Minimum 3 years work history in Credit Union or Financial Institution requried
Click here to view full job description
Why choose HVCU?
HVCU cares for our employees, members, and community. We actively seek to create an inclusive workforce by hiring people with diverse perspectives and experiences. We celebrate and embrace what makes each of us different and foster an environment where everyone feels that they belong. In commitment to our diversity, equity, and inclusion mission, we encourage members of historically underrepresented communities to apply, including those who identify as women, minorities, veterans, disabled and LGBTQ+.
Employee Perks:
HVCU University & Academy; Professional Development TrainingStudent Loan Repayment & Tuition Reimbursement ProgramsMedical, Dental, and Vision coverage (coverage starting as low as $20 per month)401(k) with employer match and non-elective employer contributionPaid time off (PTO), holidays, and community volunteer timeLife, Short-Term, and Long-Term Disability InsuranceDiscounted Loan Rates & Fees
Hudson Valley Credit Union is an AA/EEO employer committed to equal opportunity and employee diversity. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity, the status of being transgender, national origin, disability, military or veteran status, genetic information, marital or familial status, domestic violence victim status, or any other characteristic protected by law
Minimum Salary: 31200.00 Maximum Salary: 31200.00 Salary Unit: Yearly
Hudson Valley Credit Union is currently recruiting for the position of Junior Analyst, Financial Planning & Analysis. Primary Function: Responsible for supporting profitability methodology, measurement, reporting, and analysis to support all lines of business. Scope to include all levels or profitability including product, member, organization/branch and account level. Develop and implement modeling techniques to forecast financial and product performance.
Responsibilities
Compile and analyze revenue and cost information to be used in product pricing, ROI, and financial impact statements.Maintain profitability tools and assist in annual evaluation.Prepare reports to communicate accurate findings and recommendations that are useful and meaningful.Support in the credit union's reporting and analysis capabilities.Collect financial data and other relevant information from stakeholders.Collaborate directly with Finance Division and stakeholders to provide financial insights.Assist in retrospective review of FP&A models and analyses.Adhere to all Credit Union policies, procedures, and regulatory agency requirements. Participate in all required and recommended training and development including, but not limited to, Bank Secrecy Act training (BSA) and demonstrate attained knowledge. Participate on Credit Union teams, projects and strategic initiatives when the opportunity arises. Perform additional duties and special projects as assigned.Embrace and apply HVCU's guiding principles to all activities and responsibilities. This includes the Credit Union's Mission, Vision, Core Values, Employee and Member Value Propositions, Sales and Service Model, and commitment to Lean Six Sigma practices. Support the Credit Union's initiatives by demonstrating teamwork and professionalism.Responsible for regular and predictable attendance including punctuality.
Qualifications
Bachelor's Degree in Finance, Business Administration, Analytics, or relevant field required
Minimum 1 year work history in finance or accounting preferred
Minimum 3 years work history in Credit Union or Financial Institution requried
Click here to view full job description
Why choose HVCU?
HVCU cares for our employees, members, and community. We actively seek to create an inclusive workforce by hiring people with diverse perspectives and experiences. We celebrate and embrace what makes each of us different and foster an environment where everyone feels that they belong. In commitment to our diversity, equity, and inclusion mission, we encourage members of historically underrepresented communities to apply, including those who identify as women, minorities, veterans, disabled and LGBTQ+.
Employee Perks:
HVCU University & Academy; Professional Development TrainingStudent Loan Repayment & Tuition Reimbursement ProgramsMedical, Dental, and Vision coverage (coverage starting as low as $20 per month)401(k) with employer match and non-elective employer contributionPaid time off (PTO), holidays, and community volunteer timeLife, Short-Term, and Long-Term Disability InsuranceDiscounted Loan Rates & Fees
Hudson Valley Credit Union is an AA/EEO employer committed to equal opportunity and employee diversity. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity, the status of being transgender, national origin, disability, military or veteran status, genetic information, marital or familial status, domestic violence victim status, or any other characteristic protected by law
Minimum Salary: 31200.00 Maximum Salary: 31200.00 Salary Unit: Yearly