Financial Analyst

All In Credit Union is seeking a detail-oriented and analytical Financial Analyst to support the Accounting & Finance division. In this role, you will deliver reporting, forecasting, and financial analysis that help guide strategic decisions across the organization, including support for asset liability management, liquidity management, investments, budgeting, and profitability analysis.

Key Responsibilities

• Prepare, validate, and analyze financial reports across budgeting, asset liability management, liquidity, profitability, balance sheet allocation, cost-benefit studies, dividend verification, and deposit analytics.
• Support annual budgeting by coordinating cross-functional data, reviewing historical trends, analyzing variances, and identifying opportunities to improve financial performance.
• Partner with department leaders to provide financial insights that support forecasting, budgeting, and resource allocation decisions.
• Develop and present monthly and quarterly profitability analyses for products, branches, and member segments, highlighting trends and opportunities for improvement.
• Lead and support executive and departmental reporting needs by delivering accurate, timely, and actionable financial analysis.
• Analyze financial trends, product performance, and member profitability drivers to support strategic planning and informed decision-making.
• Research industry trends and benchmark performance to help guide business and financial planning.
• Design and maintain driver-based financial models to strengthen forecasting, budgeting, and scenario planning in support of enterprise-level strategic decision-making.
• Prepare, validate, and analyze asset liability management data for presentation to the ALCO Committee, providing insights that inform liquidity, funding, and balance sheet strategy.
• Assist with general ledger reconciliations, financial statement preparation, regulatory reporting, and serve as a support and co-preparer, when needed, for the quarterly NCUA Call Report to ensure accurate reporting and regulatory compliance.
• Perform ad hoc financial analyses and contribute to process improvements, systems enhancements, and other finance-related initiatives as needed.
• Perform other job-related duties as assigned.

Qualifications

Experience: Five years of professional experience in accounting, finance, or a related field required. Experience in a financial institution is preferred.

Education: Bachelor’s degree in Accounting, Finance, or a related field required.

Preferred Skills: Excellent verbal and written communication skills; strong relationship-building abilities; sound judgment, diplomacy, and professionalism; and the ability to work effectively both independently and collaboratively.

Technical and Analytical Skills: Strong analytical and critical-thinking skills with a high level of accuracy and attention to detail. Ability to manage multiple priorities and deadlines, work effectively with all levels of staff, and use Excel, Microsoft Office, and related accounting or reporting software with confidence. Experience with budgeting software and general ledger systems is helpful. Knowledge of BSA/OFAC compliance and completion of required annual training are expected.

Why Join Us?

At All In Credit Union, we believe in building a supportive and inclusive environment where members and team members alike feel valued. We offer opportunities for professional growth and community involvement within a dynamic, purpose-driven organization.

We are committed to fostering a workplace culture that exemplifies our values: Sparkle—embracing Smiling, Passionate, Accountable, Resilient, Kind, a Listener, and Empathetic.

Commitment to Equal Opportunity

All In Credit Union is an Equal Opportunity Employer. We are dedicated to fostering an inclusive, member-focused environment. We fully accommodate employees with disabilities while ensuring exceptional service. We are proud to be an Equal Opportunity Employer of Females, Minorities, Veterans, and Disabled individuals, and we maintain a drug-free workplace.

Ready to Make a Difference?

If you are ready to apply your financial expertise, contribute meaningful insights, and make a positive impact for our members and organization, we encourage you to apply today.