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At Gesa, we believe in the power of our people. Coming from all walks of life, our team members' individual stories and unique experiences are our most valuable asset. But it's how we come together, igniting our collective compassion and commitment to empowering our communities, that makes us succeed. Because we know we go further when we go together.
Here you can join a team who is passionate about serving others, has a desire to do good, and shares a deep love of people. You can engage in meaningful work that impacts your community. You can challenge yourself and grow in your career. And, you can rest assured that your wellbeing and prosperity are our priority.
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Role Summary:
Under the general supervision of the Finance Manager/Team Leader, the Sr. Financial Analyst is responsible for providing analytical and data-driven support for departments across the Credit Union. In this role, the Sr. Financial Analyst strengthens organizational decision quality by transforming complex financial information into insights that guide strategic choices and operational priorities. The position develops, maintains, and enhances recurring analytical processes while also contributing to ad hoc projects and cross-functional teams as dictated by the evolving needs of the Credit Union. As a key member of the Accounting & Finance department, the Sr. Financial Analyst plays a significant role in the Credit Union's strategic planning, forecasting, and performance monitoring efforts, ensuring leadership has the financial intelligence required to make informed, forward-looking decisions.
What You Will Be Doing:
Function as a team leader within the Accounting & Finance department. Represent them in projects and committees as assigned. Provide coaching on an as needed basis to support team members
Develop, maintain, and support accurate analytical models for evaluating, benchmarking, and monitoring the efficiency, operations, and profitably of various products, services, and lines of business
Design and maintain regular and ad hoc reports for various business units
Develop metrics and processes to ensure accuracy when creating and/or maintaining analysis reports
Lead the preparation of the annual Credit Union-wide budget and semi-annual forecasting processes by accumulating and assembling information, reviewing/analyzing the budget, and providing recommendations regarding the budget
Serve as a budget support contact for credit union management
Lead the monthly ALM (Asset-Liability Management) model update processes. Maintain ALM modeling assumptions and recommend changes to improve model accuracy. Review and analyze results. Prepare and present reports for the credit union's ALCO (Asset-Liability Management Committee)
Lead the monthly processes related to managing and measuring the profitability of all aspects of the credit union including strategic business units, members, products, and officers. Prepare reports to support teams within the credit union and the credit union's ALCO. Make strategic recommendations to drive increased profitability and performance of products and member relationships
Develop and maintain an expert level of knowledge regarding the credit union's investment portfolio and credit union approved investments
Lead the credit union's liquidity management processes with regards to liquidity forecasting, stress-testing, and reporting. Make strategic balance sheet management recommendations to improve liquidity positioning as needed
Support the needs of the Credit Risk Management Team regarding credit risk monitoring, program profitability, and credit risk an
