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Job Profile
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Community First Credit Union
Finance Analyst
Job Location: Jacksonville, Florida
Department:
FINANALST070908
Role:
Responsible for the balance sheet modeling, interest rate risk quantification and coordination and documentation of Asset and Liability Management Committee (ALCO) meetings. Compiles,prepares, analyzes and presents monthly financial statements, quarterly reports and various management information. Also provides support for product pricing, strategic planning, annual budget, and daily cash management and investments.
Major Duties and Responsibilities:
Performs Credit Union asset/liability management modeling duties using. c.myers budget and decision model, as a primary resource.
This includes forecasting balances of assets and liabilities, rates, simulation of net income, and long-term risks to earnings and capital. Compiles, prepares, analyzes and presents monthly financial statements, quarterly reports and various management information. Contributes net interest margin and balance sheet forecasting to the annual budget process for the Credit Union. This responsibility includes the linking of asset/liability forecasts, income estimates, expense projections, and fixed asset additions into a comprehensive annual plan for the Credit Union. Supports credit union investment activities and secondary marketing for mortgages. Provides backup of daily cash management. Participates as a member of the Credit Union's Pricing Committee. Provides analysis and presentation of information to support the Pricing Committee's decision and recommendations. Provides assistance to the Credit Union's long- range planning efforts. This requires the monitoring and periodic updating of the balance sheet components of the Credit Union's strategic plan. As the strategic focus of the Credit Union changes and evolves, this position supports management in identifying how these changes will affect the financial results of the Credit Union. These changes are then incorporated into the financial forecast that makes up the three- to five-year time horizon.
Expectations:
1. To actively practice, support, and communicate the mission, vision, and values of the organization.
2. A thorough knowledge of Credit Union asset/liability management policies and procedures. Preparation and presentation of modeling and interest rate risk management summaries for ALCO meetings.
3. To improve operating efficiency and manage risk effectively
4. To meet or exceed the established goals for the department.
5. To keep management informed regarding key operating issues affecting the department.
6. Maintain compliance within areas of responsibility including BSA.
Requirements:
Knowledge and Skills:
Experience:
Three years of similar or related experience.
Education:
A four-year college degree or completion of a specialized course of study at a business or trade school.
Interpersonal Skills:
The ability to motivate or influence others is a material part of the job, requiring a significant level of diplomacy and trust. Obtaining cooperation (internally and/or externally) is an important part of the job.
Other Skills:
This Job Description is not a complete statement of all duties and responsibilities comprising this position.
Salary Range:
$39,296.12 - $58,944.19
How To Apply:
Community First Credit Union
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