Position Summary:
The Financial Planning and Analysis Analyst I assists in the development and administration of financial analyses for Technology Credit Union (Tech CU). The incumbent may participate and assist with preparation of meeting packets and minutes for various committees (Asset-Liability, Pricing, and Product), budget planning and coordination, pricing surveys and postings, preparation of recurring financial reports, financial research, financial modeling, ad-hoc financial analyses, and developing and/or utilizing spreadsheets, databases, and other computer applications. Additionally, the role provides back-up for investment and derivatives/hedging operations and cash management.
Responsibilities:

KNOWLEDGE/SKILLS/ABILITIES:

• Strong knowledge and understanding of principles and practices of financial analysis, financial modeling, and accounting.
• Strong knowledge and understanding of college level math (algebra, calculus, and statistics).
• Strong problem-solving skills with an analytical, quantitative, detail-oriented mindset.
• High ability to collect, evaluate, and interpret data, either in statistical or narrative form.
• High professional working proficiency in spoken and written English for formal written reports and presentations.
• High ability to work well in a team environment by establishing and maintaining effective working relationships with direct supervisor(s) and coworkers.
• Solid ability to effectively handle multiple projects, adjust to changing priorities, and meet deadlines.
• Solid aptitude for creating and/or maintaining financial models and analyses in a dynamic environment.
• Solid technical and analytical skills.
• Basic understanding of the financial services industry.
• Intermediate level Microsoft Office Suite skills, with particular emphasis on Excel (graphs, charts, complex formulas, macros, pivot tables, lookups, etc.).
• Highly adaptive and open to changes as the organization grows and its needs evolve.
• Database skills are desirable.
• Presentation skills are preferred.
  Licensing/Certifications: None required.
  Travel: May be required to visit Tech CU locations outside of headquarters, typically with advance notice. Occasional offsite meetings or events, typically with advance notice, and generally not requiring overnight travel.
  Typical Working Conditions: Office environment with direct and/or phone interaction with clients. May work remotely as determined by business need and individual performance.
  Equipment Used: Routinely uses standard office equipment, including computer, phone, copier, and other devices.

PHYSICAL REQUIREMENTS:

• Ability to sit 90% of the day.
• Speaking and listening to interact with clients and team in person or via phone.
• Reading a computer screen and performing keyboarding tasks for up to 85% of the day.
• Mobility to attend meetings within office building and offsite.

• Prepares and distributes Asset-Liability Committee (ALCO), Pricing Committee, and Product Committee meeting minutes.
• Prepares Product Committee meeting packets and maintains Product Committee files.
• Prepares interest rate and competitive surveys.
• Maintains and updates the files required to complete consumer loan and deposit interest rate changes on the Tech CU website, including uploading data to the web content manager program.
• Prepares and maintains loan and share rate advisories.
• Maintains and updates the Commercial Banking Pricing Model.
• Prepares and disseminates actual versus budget financial reports to business unit leaders.
• Assists in budget scheduling and data harvesting.
• Assists in Funds Transfer Pricing (FTP) process.
• Manages a portion of the annual operating budget, including budget analysis, modeling, reporting, training, and business unit leader support.
• Assists in preparation of business case financials.
• Provides Axiom uploads and updating.
• Prepares Darling Consulting Group Deposits360 file upload.
• Assists with gathering and organizing documentation for regulatory exams and audits.
• Assists with maintaining and updating policies and procedures.
• Manages small, short-term, ad hoc projects with defined scope and timeline, as needed.
• Provides back-up for investment and derivatives / hedging operations and cash management.
• Provides back-up for other department staff, as necessary.