Senior Financial Analyst - Shell Federal Credit Union

M-F 8:00 AM - 5:00 PM 

This position will report to the Finance Supervisor and has high impact and visibility to Executive m...

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Knowledge and Skills

Experience:

Five to seven years of similar or related experience including budget/forecasting, Asset Liability Management, and investment management.

Education / Training:

A Bachelor’s degree in Finance or Accounting.

Job Requirements:

Knowledge of credit union products and services.

Welcoming and helpful demeanor.

Hands-on knowledge and experience with credit union asset liability software and all related concepts.

Possess well-developed communication skills using tact and persuasiveness to reach an objective and maintain goodwill.

Possess a highly positive, member-service oriented attitude and the ability to anticipate member needs and initiate assistance beyond duties assigned.

Proficient computer skills, including working knowledge of the MS Office Suite.

Proficient in writing and SQL.

Accuracy with numbers, attention to detail and strong reporting skills are needed.

Able to successfully manage multiple assignments and meet deadlines.

Self-Motivated individual with willingness to learn, accept responsibility, and tackle new challenges with a commitment to excellence.

Ability to effectively communicate, both orally and in written form.

Perform all work within established policies and procedures.

Ability to work in an open-concept workspace/environment

Physical Demands

While performing the duties of this job, the employee is regularly required to bend and stand. May at times be able to lift, carry and/or move up to 15 pounds.

Working Conditions

Exposure to potential hazardous conditions-robbery. Employees are to receive detailed instructions and procedures to be followed to minimize risk.

In accordance with the American with Disabilities Act, it is possible that requirements may be modified to reasonably accommodate disabled individuals. However, no accommodations will be made which may pose serious health or safety risks to the employee or others or which impose undue hardships on the organization.

This Job Description is not a complete statement of all duties and responsibilities comprising this position. Job descriptions are not intended and do not create employment contracts. The organization maintains its status as an at-will employer. Employees can be terminated for any reason not prohibited by law.

This organization uses E-Verify® in its hiring practices to achieve a lawful workforce.