Financial Analyst Ii
Current• Allocate in receiving data from a complex fiscal SQL software called Axiom (Syntellis, now part of Strata) to create organizational/product profitability analysis while using forecasting for Credit Union budgeting in a department and branch level. The result would include the following: • Financial management reporting • Product and service cost/benefit analysis • Trend analysis• Project quarterly analyses of existing and contemplated data from Axiom and ready them for presentation for the Board of Directors. This also includes using financial models, such as ALM (Assets Liabilities Management) and the Statement of Financial Condition to review the Credit Union’s performance.•Develop monthly preparation to present for Executive Management on data results with Profitability reports and give recommendations on findings. Administer data and interpret it to an user-friendly (Visual Insights) fiscal report. A result would be to monitor the interpreted data and to use FTP (Funds Transfer Pricing) for performance accuracy.
