Financial Analyst

If you join our team, here are some of the perks you can expect:

• A competitive total rewards package with 4 weeks paid time off for full-time employees, work anniversary paid time off, paid volunteer time off, and 12 paid holidays
• Comprehensive medical, dental, and vision plans with employer contributions to supercharge your Health Savings Account
• Up to a 4% match on 401(k) contributions
• Six weeks of fully paid parental leave
• An extensive Employee Assistance Program that provides personalized care options for your whole household
• Ample opportunity to learn, develop and grow with access to LinkedIn Learning, career and leadership development programs, job shadowing, a mentor program, and tuition reimbursement up to $5,250/year

Analyzes complex financial data using an understanding of enterprise data and finance acumen to produce meaningful data-based results with direction from senior staff or management. Evaluates financial performance and provides recommendations to management for achieving treasury objectives. Responsible for generating complex reoccurring financial and risk reporting, committee packages, and ad-hoc data modeling.  This position will require collaboration with internal business units, external vendors, and limited presenting to smaller audiences. 

• Prepares reoccurring reporting to various committees, teams, and the board of directors
• Analyzes financial data specific to FP&A, Profitability, Accounting, Credit Risk, and Enterprise Risk by generating complex quantitative studies (statistical modeling)
• Generates what-if scenarios by leveraging economic data and business action plans
• Prepares pre-purchase investment documentation with assistance from management
• Responsible for supplemental economic research to support internal qualitative assumptions
• Supports Finance and Credit Risk databases utilizing a Business Intelligence understanding
• Takes a proactive approach in discovering and implementing automation
• Documentation of department level process and procedures
• Performs ad-hoc reporting and analysis as needed

Finance Manager

This role generally does not have supervisory responsibility. May train or mentor junior staff as needed.

• Two or more years of financial analysis experience, preferably within Financial Services
• Demonstrates working knowledge of Finance, Credit Risk, Accounting, and Business Intelligence
• FP&A, P&L, Investments, Profitability, Underwriting, Collections, GAAP, GL, and Data Modeling
• Excellent personal computer and Microsoft Office Suite skills
• Understanding of data/statistical languages: Excel, VBA, SQL, R, and Python
• Strong written, presentation, and interpersonal skills with a drive for mentorship/ability to cascade knowledge
• Ability to work in high production environment and respond quickly and effectively under pressure, changing priorities and tight timelines/deadlines. Able to have a flexible work schedule
• Ability to work independently and within a team environment to make rational timely decisions
• High degree of accuracy, attention to detail, integrity, work ethic, and willingness to learn
• Internally motivated to seek out answers, generate ideas, and develop new skills
• Ability to learn new software products and think creatively to find new solutions/efficiencies
• Ability to partner with cross-functional teams as a key contributor to their ongoing success
• Adheres to all Federal and State laws and regulations governing applicable to the Credit Union, including the Bank Secrecy Act

Bachelor’s degree preferred with a strong preference in Finance, Economics, or Accounting.

Elevations uses multi-factor authentication to keep our data safe. As such, a personal smart phone is a requirement for employment with us. This job operates in an office setting and routinely uses standard office equipment.

Sitting frequently, walking occasionally, use of hands frequently, hearing constantly, talking frequently, exerting up to 10 lbs of force occasionally to lift, carry, push, pull, or move objects.

Full time / 40 hours per week

Exempt

Broomfield, CO - Elevations Basecamp

We value human relationships and are a face-to-face culture, but allow for remote work as long as our employees are onsite the majority of the time.

The person hired into this position will likely earn between $66,511.71 and $83,139.64 annual salary, plus annual bonus.

Actual compensation offered may vary from the posted hiring range based on factors such as relevant experience, time in role, base salary of internal peers, prior performance, business sector, licensure requirements and/or skill level, and will be finalized at the time of offer.

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.