Job Description

Job Description

Job Description

Join Red Rocks Credit Union and enjoy an awesome culture and an overall great place to work. As a Red Rocker, you can expect a rich wellness benefits package that aligns with our core values. This includes:

• Flexible Paid Time Off
• Fortune 500 Health Medical Plans - We offer comprehensive medical plans
• 11 Paid Holidays
• Mental Health Days - We prioritize your well-being by providing two mental health days annually.
• Birthday PTO
• Paid Volunteer Time
• 401k Employer Match - Enjoy a 100% match on your first 3% and 50% match on your next 2% with no vesting period
• Milestone Bonuses - Celebrate life's milestones with a $1,000 award
• Employee Referral Program - Earn up to $5,000 per referral
• Tuition Reimbursement - Receive $1,500 annually for furthering your education
• Career Pathing - a plan that provides clarity for your growth and development
  

This role follows a hybrid schedule, with in-person work required on Tuesdays and Thursdays at our Littleton, CO office.

A career at Red Rocks CU is an opportunity for immediate impact and embarking on a path to enriching livesTM, including your own and those in our community. Our culture is fueled by our Core Values; Relentless Care for Others, Doing the Right Thing and Doing It Well, and Engaged Collaboration. We're committed to helping you uncover your purpose and empowering you to turn dreams into realities for our members, Red Rockers, and the community. At Red Rocks CU, we extend beyond traditional banking to assist our members in seizing opportunities and building a brighter financial future that spans a lifetime.

Role:

The Financial Analyst role is critical in supporting the financial planning and analysis functions, including budgeting, forecasting, variance analysis, and financial reporting. The ideal candidate will have strong analytical skills, a deep understanding of financial modeling, and the ability to translate data into actionable insights that support decision-making across the organization. Partnering with the VP of Finance, this position will develop detailed reporting and presentations for communication to various committees, executive leadership, and board members.

Essential Functions:

• Analyze actual financial results versus budget and forecast; identify key drivers of variances and communicate findings to stakeholders.
• Develop and maintain complex financial models to support strategic initiatives, scenario planning, and investment decisions.
• Support the annual budgeting process and rolling forecasts; collaborate with department leaders to ensure accuracy and alignment with strategic goals.
• Assist in administering ALM functions, including reporting, analysis, scenario planning, stress testing, and vendor mgt.
• Prepare monthly, quarterly, and annual financial reports for internal and external stakeholders; ensure accuracy, clarity, and timeliness.
• Use financial and operational data to identify trends, risks, and opportunities; provide recommendations to improve financial performance.

Desired Performance Competencies

• Continuous Improvement
• Emotional Intelligence Essentials
• Managing Work
• Member/Customer Orientation
• Technical/Professional Knowledge and Skills
• Positive Approach

Experience:

• 3+ years of experience in financial analysis, preferably in a credit union or financial services environment.
• (1) A bachelor's degree (in Finance, Business or related field), or (2) achievement of formal certifications recognized in the industry as equivalent to a bachelor's degree (e.g., information technology certifications in lieu of a degree).
• Work involves much personal contact with others inside and/or outside the organization for the purpose of first-level conflict resolution, building relationships, and soliciting cooperation. Discussions involve a higher degree of confidentiality and discretion, requiring diplomacy and tact in communication.

Other Skills:

• Ability to translate complex financial data into clear, actionable reports and presentations for different audiences.
• Advanced proficiency in Excel and financial modeling tools; experience with budgeting software and data visualization platforms is a plus.
• Strict attention to detail and accuracy.
• Strong understanding of GAAP and financial reporting standards.
• Excellent communication and presentation skills.
• Ability to work independently and collaboratively in a fast-paced environment.

Work Environment:

• On a weekly basis all WFH employees are required to be in office on Tuesdays and Thursdays. Based on the demands of specific tasks or department requirements, WFH employees may need to be available for in office work at their manager's discretion. Working from the office may be necessary for certain collaborative tasks.

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