Financial Analyst

GreenState Credit Union

. Assist in preparing the annual budget, detailed financial forecasts, and variance analysis .

Posted 10/22/2026full-timeNorth Liberty • Iowa • United StatesMid-LevelSenior💰 $90,593 - $105,914 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in financial planning and analysis, including budgeting, forecasting, and profitability modeling. Proficient in financial reporting and analysis, with strong analytical skills to support strategic initiatives and operational efficiencies.

Highest-signal resume keywords

Financial Planning And AnalysisBudgeting And ForecastingProfitability ModelingPower BIGAAP Accounting

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial ModelingVariance AnalysisProfitability AnalysisData AccuracyKey Performance MetricsFinancial ReportingCost ManagementOperational EfficienciesMicrosoft ExcelSQL

Soft Skills

Analytical SkillsProblem-Solving SkillsInterpersonal SkillsOrganizational SkillsTime Management

Tools & Technologies

Empyrean SolutionMicrosoft OfficePower BI

Certifications & Qualifications

CPACFA

Industry Keywords

Financial ServicesCredit UnionBudgeting SoftwareFinancial ForecastsFunds Transfer Pricing

Tech Stack

Tools & technologies

SQL

About the role

Key responsibilities & impact

Assist in preparing the annual budget, detailed financial forecasts, and variance analysis
Monitor budget-to-actual performance and identify significant variances
Perform profitability modeling to analyze risk-adjusted returns across products, lending channels, departments, and branches
Compile and analyze profitability reports and summarize results for organizational stakeholders
Support funds transfer pricing and credit risk analysis within profitability modeling
Create and maintain procedures and documentation for budgeting and profitability modeling
Collaborate with departments to gather input and ensure data accuracy
Maintain and improve financial models, tools, and databases
Prepare financial reports and analyze key performance metrics, trends, and variances
Support monthly, quarterly, and annual financial reporting
Serve as financial liaison and provide guidance on metrics and financial-report interpretation
Provide insights into profitability, cost management, and operational efficiencies
Collaborate with Finance and Accounting to deliver reports and metrics to company leadership and the Board of Directors using Power BI
Prepare peer analysis reporting
Conduct special analyses and projects supporting strategic initiatives
Report to the Finance Manager; no supervisory responsibilities

Requirements

What you’ll need

Bachelor’s degree in finance, accounting, economics, or related field
Minimum three years of progressive experience in financial planning and analysis, preferably within the financial services or credit union industry
Hands-on experience developing annual operating budgets
Experience with financial modeling, planning, forecasting, and analysis; solid foundation in finance and GAAP accounting
Proficiency in Microsoft Office, including Excel and Word
Must be bondable
Ability to manage multiple assignments with changing deadlines in a high-pressure environment
Ability to coordinate and prioritize assignments and organize work efficiently
Strong analytical and problem-solving skills
Experience with Empyrean Solution or other financial institution budgeting and profitability software is a plus
Power BI and SQL experience is a plus
Ability, availability, and willingness to work flexible hours, including evening and/or weekend duties during peak demand
Interpersonal skills to deal diplomatically with employees of all levels and represent the credit union positively during member contact
Ability to handle large volumes of detail and deal tactfully and efficiently with members and coworkers
Progress toward CPA, CFA, or other relevant certifications is a plus

Benefits

Comp & perks

Progressive benefit package
Diverse and inclusive workplace
Flexible hours when needed to accomplish workload