Senior Financial Analyst

Why You’ll Love Working at QuorumAt Quorum Federal Credit Union, we are a cutting-edge credit union that operates as a technology company, delivering innovative financial solutions to our members. As a remote organization, we thrive on collaboration and recognize outstanding performance. We are the ideal workplace for self-motivated individuals who are committed to organizational success and eager to join a dynamic team of professionals. We stand out as a best-in-class employer, offering a unique and supportive work environment that fosters personal and professional growth. Our culture is built on valuing teamwork, recognizing achievements, and providing the tools and resources needed to excel. If you are looking for a place where you can make a meaningful impact, enjoy a flexible and fulfilling work experience, and be part of a forward-thinking team, Quorum Federal Credit Union is the perfect fit for you.  How You’ll Make an ImpactThe Senior Financial Analyst partners with the Finance Manager to support and enhance the organization’s treasury and financial management functions, including financial planning and analysis (FP&A), risk management, liquidity management, and investment oversight. A critical component of this role is leveraging advanced data analytics, financial technology, and emerging AI tools to streamline forecasting, automate reporting, and elevate decision-making. The analyst is expected to partner with the digital transformation team to identify opportunities for automation, implement machine learning models, and utilize data visualization tools to drive efficiency and generate deeper financial insights across all financial management activities. This role operates both strategically and tactically, delivering actionable insights, leading cross-functional initiatives, and driving financial performance through data-driven analysis, forecasting, business partnership, and innovative use of technology to support organizational goals.What You’ll Be Doing Financial Planning and Analysis: Facilitate the development and consolidation of forecasts and long-range financial plans. Analyze variances and provide clear, actionable recommendations to business leaders. Partner with department leaders to evaluate assumptions and improve financial predictability. Develop dashboards, models, and reporting tools to support decision-making. Data & Technology Enablement / AI Utilization: Leverage advanced analytics, financial technologies, and emerging AI tools to enhance forecasting, automate reporting, and improve decision-making. Identify opportunities to integrate automation, machine learning models, or data visualization tools to drive efficiency and deeper financial insights. Balance Sheet & Treasury Management: Support balance sheet strategy, including liquidity planning, cash management, and investment portfolio. Assist in interest rate risk modeling and financial scenario analysis. Provide recurring and ad hoc analysis to guide financial performance and capital allocation. Risk Management: Facilitate enterprise risk management (ERM) program and semi-annual risk assessments. Collaborate with business units to identify, assess, and mitigate financial and operational risks. Enhance risk reporting frameworks and ensure alignment with organizational objectives. Investment, ROI & Profitability Analysis: Evaluate and support business investments through ROI modeling, cost-benefit analysis, and ongoing performance tracking, while delivering product-level profitability insights to inform pricing, growth, and strategic decision-making. Reporting, Controls & Compliance: Perform general ledger analysis, reconciliation, and ensure integrity of financial data. Maintain and update financial policies, procedures, and internal controls. Ensure compliance with GAAP, regulatory requirements, and internal standards. Stakeholder Engagement: Partner with leaders across the organization to deliver financial insights and recommendations. Communicate complex financial concepts clearly to non-financial stakeholders. Promote a collaborative, service-oriented work environment. Continuous Improvement & Industry Awareness: Stay informed of industry trends, regulatory changes, and emerging technologies. Identify opportunities to improve processes, reporting capabilities, and financial performance. Ensures adherence to company policies and procedures and Banking/Credit Union Regulations.  Performs additional duties as required.What You Bring to the Team Bachelor’s degree in Finance, Accounting, or related field. 3–5+ years of experience in finance, accounting, or treasury functions. Credit union, Banking, or risk management related experience is a plus. Strong analytical, problem-solving, and financial modeling skills. Ability to manage multiple priorities independently and meet tight deadlines. High level of integrity, professionalism, and attention to detail.  Advanced proficiency in Excel; working knowledge of financial systems a