Financial Analyst

Arizona Financial Credit Union

. Prepare recurring financial reports for management, committees, and the Board of Directors .

Posted 10/9/2026full-timePhoenix • Arizona • United StatesJunior💰 $86,100 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in financial analysis, reporting, and modeling, with a strong command of GAAP and advanced proficiency in Microsoft Excel. Capable of supporting budgeting, forecasting, and profitability analysis while effectively communicating findings and insights.

Highest-signal resume keywords

Financial AnalysisGAAP KnowledgeMicrosoft Excel ProficiencyFinancial ModelingBudgeting and Forecasting

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial ReportingVariance AnalysisLiquidity ManagementPricing AnalysisData ValidationScenario ModelingInvestment ReportingProfitability AnalysisBudget ReportingAnalytical Tools Development

Soft Skills

Analytical SkillsCritical ThinkingProblem-SolvingOrganizational SkillsCommunication Skills

Tools & Technologies

Microsoft Office ApplicationsFinancial Dashboards

Industry Keywords

Financial AnalysisAccounting PrinciplesCredit UnionsRegulatory ComplianceAudit Support

About the role

Key responsibilities & impact

Prepare recurring financial reports for management, committees, and the Board of Directors
Prepare monthly financial reporting packages, ALCO materials, pricing analyses, investment reporting, profitability reporting, and other Finance deliverables
Perform income and expense variance analysis and assist with earnings, balance sheet, capital, and liquidity forecasting
Support product, channel, portfolio, and organizational profitability reporting and analysis
Support pricing analysis and recommendation development for deposit, lending, and fee-based products
Assist with business case development, ROI analysis, financial feasibility studies, and scenario modeling
Support liquidity management through cash flow forecasting and monitoring
Assist with ALM and IRR modeling, including data preparation, validation, assumption maintenance, documentation, and results analysis
Support investment accounting, investment reporting, collateral maintenance, and related reconciliations
Assist with annual budgeting, ongoing financial forecasting, and budget reporting
Develop and maintain financial models, reports, dashboards, and analytical tools
Validate source data, investigate variances and anomalies, and maintain Finance documentation
Assist with enterprise risk reporting, CECL monitoring, audit support, regulatory examinations, policy reviews, and compliance activities
Cross-train across Finance Department responsibilities and provide backup support
Acquire and apply knowledge of the credit union, its products, systems, and processes
Perform other job-related duties as assigned

Requirements

What you’ll need

Bachelor’s degree in Finance, Accounting, Economics, Business Analytics, or a related field and one (1) to three (3) years of experience in financial analysis, accounting, auditing, banking, credit unions, or a comparable analytical role; or an equivalent combination of education and experience
Advanced proficiency in Microsoft Excel and strong working knowledge of Microsoft Office applications
Knowledge of financial analysis, accounting principles, and Generally Accepted Accounting Principles (GAAP)
Ability to analyze large datasets, identify patterns, trends, and anomalies, and communicate findings clearly
Ability to build, maintain, validate, and document financial models for forecasting, budgeting, profitability analysis, liquidity management, and strategic decision support
Ability to develop reports, dashboards, and recurring analytical processes
Strong analytical, critical thinking, problem-solving, and organizational skills
Professional written, verbal, and interpersonal communication skills
Ability to manage multiple priorities, meet deadlines, and work independently with minimal supervision
Must be able to travel independently to department and branch locations
Must occasionally lift and/or move up to 50 pounds

Benefits

Comp & perks

Hybrid work environment
Work-from-home option with business operational internet and a dedicated workspace
Reasonable accommodations may be made for individuals with disabilities