Sr. Financial Analyst (Emerging Services) - Remote
Company: PSCU
Location: Sarasota
Posted on: May 12, 2022
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Job Description:
Join the people helping people.
For people drawn to serving others through their work, PSCU is a
place to thrive, as we serve our credit union members best by
taking care of each other first.
If you want to help shape an industry, challenge yourself, and
invest in your own future, this is the place for you. PSCU is a
highly accessible environment where you're empowered to think on
your feet, work from your heart, and discover the very best version
of your professional and personal self. "Our Momentum. Your
Moment."
This application is the first step in seizing your moment.
The primary objective of this position is to provide management
with financial guidance to implement and lead improvements
resulting in the continued profitability of the line of business
and company. This entails the comparison of actuals to forecast and
plan, analysis and explanation of variances, identification of
opportunities and risks and recommended course of action. The
secondary objective of this position is the creation of
presentations and/or reports to be delivered by the CFO and other
members of the senior management team to a wide range of audiences
including internal managers, member-owners, and board of
directors.
Excellent communication skills are essential as this position
interfaces with all levels of management and employees. The
incumbent has to anticipate and identify business trends and
unearth business financial issues that challenge profit objectives,
analyze them, communicate them, and drive management action. This
requires evaluating and getting others to communicate and evaluate
opportunities and risks and having the insight and creativity to
recommend and drive solutions.
Role Responsibilities
Acts as a liaison between Finance and senior management to gather
information, resolve and recommend solutions to problems, issues,
and concerns and answer questions.
Develops accurate projections for the business unit/line of
business as a whole and the individual departments.
Analyzes pricing and cost trends, incorporating the impact of the
changes into forecasts and plans.
Create presentations/reports to be delivered by the CFO and other
members of the senior management team to a wide range of audiences
including internal managers, member-owners, and board of
directors.
Identify process improvements. Create process documentation. Helps
implement process improvements across the organization.
Provide ad-hoc reporting and analysis as well as standard
reporting, using various software applications, such as
spreadsheets, relational databases, statistical packages, and
graphics packages to assemble, manipulate, and/or format data
and/or reports
Ad hoc reporting as business needs arise
Assist with capital-related issues and questions relating to the
assessment, approval, tracking, and forecasting of Company-wide
capital investments.
Act as a liaison between Finance and the Enterprise Project
Management Office to gather information, research/answer questions,
and recommend solutions to problems, issues, and concerns. Perform
reconciliation of variances between Accounting systems and Project
Management systems.
Assist in evaluating new initiative business proposal documents
(revenue projections, expense projections, capital expenditures,
net present value, etc.)
Partner with various project sponsors from around the company to
assess the post-implementation results of individual projects.
Perform analysis and communicate to senior management insights and
suggestions to help improve project execution.
Consolidate and coordinate the delivery of project data for a
fiscal year planning
Maintain and deliver enterprise-wide capital reporting.
Work closely with senior management as Financial Business Partner
providing the business unit with day-to-day financial support
Develop accurate and timely financial plans/forecasts using
knowledge of the business unit operational needs
Prepare detailed variance analysis (actual results compared to
Plan/Forecast)
Identification of opportunities and risks and recommend a course of
action
Assist in evaluating new initiative business proposal documents
(revenue projections, expense projections, capital expenditures,
net present value, etc.)
Report on key performance metrics and trends, providing relevant
commentary and business recommendations
Tracks prepare and analyze revenue and cost associated with past,
current, and future financial performances.
Participates directly in the monthly close process and prepares
detailed revenue and cost accruals to ensure the accurate reporting
of monthly results and to enable client-level
reporting/evaluation.
Collect, analyze and compile a wide array of company-level
information for reports to be delivered by the CFO and line of
business senior management.
Perform other duties as assigned
Role Requirements
Education
Bachelor's degree in Finance, Accounting, Economics, or related
field required.
MBA preferred.
Experience
Minimum five (5) years of experience in financial planning and
forecasting and/or financial analysis, or related experience
required.
Experience in the financial services industry process preferred.
Experience at a public company preferred.
PC Windows-based software experience required with advanced
knowledge of Word, Excel, PowerPoint, and Access, and financial
software required.
Pay Equity
PSCU is committed to pay equity and a competitive benefits package.
The typical annual hiring range for this position based on relevant
experience and internal equity is: $65,200.00
to $93,766.66
Benefits
At PSCU, everything we do recognizes the fact that our employees
are our most important asset. That's why we are committed to a
work/life integration that goes above and beyond to ensure that you
have quality time at home with your family and/or to pursue outside
interests and aspirations. We back this up with generous PTO, the
opportunity to work remotely, flexible scheduling, and a management
team that understands how to adjust when the unexpected curveballs
of life happen.
Check out the comprehensive benefits PSCU has to offer that further
solidifies our reputation as a company that just "gets it" when it
comes to balancing life's planned and unplanned events while
equipping you with all the tools for growth.
PSCU offers:
Beautiful, state-of-the-art campuses
Endless opportunities for advancement
Competitive wages
Generous paid time off and paid holidays
Our benefits package includes:
Medical
Dental and Vision
Basic and Optional Life Insurance
Company Paid Disability Insurance
401 k (with employer match)
Health Savings Accounts (HSA)
Flexible Spending Accounts (FSA)
Supplemental Insurance
Legal Plan
Pet Insurance
Adoption Assistance Plan
Employee Assistance Program (EAP)
Tuition Reimbursement
Wellness program
Benefits are subject to generally applicable eligibility, waiting
period, contribution, and other requirements and conditions.
If this position requires you, now or in the future, to perform
your function or report onsite at a PSCU location or travel on
behalf of PSCU, entry procedure and Covid protocols are in place
that will require your adherence as a condition of employment. PSCU
manages these procedures and protocols requiring your use of third
party digital applications, in compliance with federal, state, and
local laws.
All applications are reviewed by an AIRS Certified Diversity and
Inclusion Recruiter. Learn more about our commitment to Diversity,
Equity, and Inclusion HERE!
As a matter of operational management limitations and business
administrative process parameters, remote position assignments at
PSCU are geographically restricted to where PSCU currently
operates. At this time, remote position assignments are not
available in the following states: Alaska, Hawaii, Vermont,
Montana, Idaho, Wyoming, North Dakota, Maine, and West Virginia. As
a result, we are unable to proceed with your application.
Applicants are encouraged to apply for other available
opportunities for which they qualify.
PSCU is an Equal Opportunity Employer. We consider applicants
without regard to race, color, religion, age, national origin,
ancestry, ethnicity, gender, gender identity, gender expression,
sexual orientation, marital status, veteran status, disability,
genetic information, citizenship status or membership in any other
group protected by federal, state or local law.
PSCU is an Equal Opportunity Employer that complies with the laws
and regulations set forth in the following "EEO is the Law" Poster
and the "EEO is the Law" Poster Supplement . PSCU will not
discharge or in any other manner discriminate against employees or
applicants because they have inquired about, discussed, or
disclosed their own pay or the pay of another employee or
applicant. However, employees who have access to the compensation
information of other employees or applicants as a part of their
essential job functions cannot disclose the pay of other employees
or applicants to individuals who do not otherwise have access to
compensation information, unless the disclosure is (a) in response
to a formal complaint or charge, (b) in furtherance of an
investigation, proceeding, hearing, or action, including an
investigation conducted by the employer, or (c) consistent with the
legal duty to furnish information.
For positions based out of our Phoenix, Arizona location, PSCU is
an E-Verify Employer. Please click here for the E-Verify Poster in
English or Spanish . For information regarding your Right To Work,
please click here for English or Spanish .
As an ongoing commitment to reasonably accommodate individuals with
disabilities, PSCU has established alternative methods to complete
the application process. Disabled applicants needing assistance are
encouraged to submit resumes via our careers page submission button
If further assistance is required.
Keywords: PSCU, Sarasota , Sr. Financial Analyst (Emerging Services) - Remote, Professions , Sarasota, Florida
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