Why Westerra?
Here at Westerra Credit Union, every employee counts. Our teams are composed of high-performing individuals committed to being HONORABLE, INVENTIVE, and CURIOUS, which makes them GREAT! Our team members show up every day authentically being themselves and our diversity, equity, inclusion and belonging (DEIB) focus is a critical pillar of our organization. We want you to feel comfortable being YOU.
All of our team members are working towards the same purpose - to teach one another to prosper. We strive to be a modern financial community where we all truly belong, both in the eyes of our employees and the members that we serve. We can't wait to see how you will contribute to this purpose, positively and intentionally, by impacting our members’ lives through personal attention, financial education, community engagement and much more. This is true regardless of your role, as we are all member-facing. Founded by schoolteachers in 1934, we are a learning organization at our core and embed a growth mindset in our employees so that we all prosper!
What is the role?
This position is responsible for working with other departments to provide research and financial analysis including variance analysis, pricing and forecasting. Also responsible for cash and liquidity management, supporting the investment portfolio management and Asset/Liability Management processes, and assisting in the preparation and monitoring of the Credit Union budget.
What will be expected of me?
- Provides support to other departments in developing annual budgets. Compiles and evaluates the Credit Union budget and financial forecasts, including analyzing and reporting on variances, identifying trends and assisting in recommending appropriate resolutions.
- Partners with other departments and learns their operations in order to provide information and analysis to support business strategies, pricing decisions and profitability analysis. Performs economic/financial research and analyses as assigned for use in development of business strategies and in subsequent analyses of results.
- Handles/leads completion of ad-hoc questions/ issues/projects as they arise.
- Performs ongoing profitability analyses and reports on results.
- Working within general guidelines and policy responsible for daily cash management, liquidity forecasting and investment reporting. Proactively recommends suggested cash management and investment opportunities to maximize overall performance.
- Compiles and distributes information to be used in asset/liability management. Provides analysis and recommendations based on resulting ALM reports.
- Completes existing routine reports and provides insight/analysis to other departments as scheduled. Provides cross training and is a resource for recurring activities.
- Follows and updates established procedures to ensure efficient operation and compliance with Credit Union policy.
- Consistently demonstrates the Westerra Way Experience and complies with all policies and regulations
- Serve as a mentor to more junior team members
- Other duties as assigned.
Will I have Direct Reports? No
What am I bringing?
Experience/Education:
- Minimum 4 years’ experience in an analyst role with previous financial analysis experience in preferred finance, economics or related field
- Financial institution experience preferred
Skills and Abilities:
- Foresight, analytical ability, systematic and strong organizational and project management skills
- Ability to read and interpret financial reports
- Ability to handle decision making in typical tasks that may have a substantial impact on the department and/or organization
- Action oriented by pushing self and others to achieve the best possible results
- Strong interpersonal skills
- Strong written and verbal communication skills
- Attention to detail
- Ability to work independently with minimal direction
- Ability to effectively handle multiple projects concurrently
- Proficient in Microsoft Office applications with advanced Excel skills
- Experience with database reporting such as SQL preferred
- Can be accountable for the completion of assigned deliverables with little day-to-day management
- Uses judgement, but supervision required for overall tasks
- Experienced understanding of the business line and a basic understanding of specialized discipline.
- Able to handle problems that are difficult, but typically not complex
What is the work environment like, and are there physical requirements for this role?
- Hybrid - dispersed flexible team environment both on Westerra campus and remote
- Works primarily at desk
Salary: in addition to the starting annual range of $65,806 - $82,258, this role is also be eligible for Westerra’s self-funding reward plan. This plan pays out a cash incentive annually if the company hits specific criteria tied to our financial goals and you will have a direct impact on the outcome of those results!
What are some of our benefit offerings?
- Three health plans through UMR that offer a variety of coverage options, including HSA and FSA options
- Two dental plans through Delta Dental
- Basic life and AD&D insurance, short-term disability and long-term disability
- 20+ days of paid time off (PTO) per year
- Anniversary time off that consists of 1+ days of paid leave for each anniversary year (PLAY)
- 16 hours of volunteer time off (VTO) per year
- 11+ paid holidays
- 401(k) that includes up to 6% match
- Up to $5250 per year for educational reimbursement
- 2 weeks of paid parental leave
- Mental health resources including an Employee Assistance Program (EAP)
- Home office reimbursement for hybrid/remote roles
- Individualized learning and development programs
Application window: please note, applications will be accepted until at least October 7, 2024.
