Financial Analyst - Budget and Forecasting
Job Category : Nusenda
Requisition Number : FINAN004560
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- Posted : August 12, 2025
- Full-Time
- On-site
Locations
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Description
Nusenda Credit Union is dedicated to excellent member service and being a great place to work. We strive to make a positive difference in the lives of our members and the communities we serve to help them achieve their financial goals. Diversity, equity, and inclusion are part of our culture and values.
As an employer of choice, we invest in people and their careers. Our competitive employee benefits include several health and wellness options, competitive 401(k) matching contributions, professional development, and tuition assistance and more!
Thank you for your interest in joining the Nusenda team!
We are currently seeking a Financial Analyst focused on budgeting/forecasting to join our organization. As a Financial Analyst, you will assist in the preparation and ongoing monitoring of the Credit Unions financial budget and forecasting efforts while delivering financial insights during the monthly close process and throughout strategic and annual planning cycles. You will provide financial planning, reporting, and analytical support through variance analysis, budget-to-actual tracking, and investigative reporting. Additionally, you will conduct deep dives into operating expenses to increase understand of financial drivers, identify potential levers, and enhance performance by performing scenario analysis used to evaluate financial impact, strategies, and reporting.
To thrive in this role, you should have three to five years of similar or related experience and an Bachelor's Degree in Finance, Accounting, Business, or related field. This position is equal parts technical aptitude, analytic ability, and teamwork. This might be the role for you if you enjoy work requiring attention to detail, extensive contact with others, and working in a financial institution with an understanding of basic financial statements.
Key Skills and Experience:
- Intermediate to advanced proficiency in financial modeling and Microsoft Excel, including the use of data tables, LOOKUPs and INDEX MATCH, pivot tables, conditional formatting, and dynamic formulas such as IF-statements.
- SQL/Power BI experience preferred.
- Ability to assist in the preparation and ongoing monitoring of the credit unions financial budget and financial forecasting efforts by utilizing budgeting and forecasting software, financial models, databases, and statistical tools.
- Experience in conducting thorough analysis of financial statements, general ledger, and reporting in order to deliver financial insights.
- Able to perform detailed variance analysis, tracking budget-to-actual performance, and conducting additional investigative reporting.
- Experience in conducting deep dives into general ledgers and operating expenses to help departmental leadership understand their financial drivers and potential levers to enhance financial performance.
Nusenda Credit Union is an equal opportunity employer. All aspects of employment including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.
Equal Opportunity Employer
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