Financial Analyst

About Gulf Winds

Gulf Winds Credit Union offers innovative financial tools that give our members freedom to live life with their finances under control. Since our founding in 1954, we have grown from a single branch in Pensacola, Florida, to a regional institution with over $1 billion in assets and 83,000+ members across Florida, Alabama, and Georgia. From daily banking needs to investment services, our members aren't treated like an account number, but as part of the family.

Our Values

We are guided by our core values of Integrity, Care, Growth, and Innovation and are dedicated to our members, our community and each other.

Integrity
We own our decisions and actions by doing the right thing, learning from our mistakes, and taking responsibility.

Care
We help members meet their goals by listening to understand and offering the best solutions, placing kindness above all else.

Growth
We set ambitious goals, provide personal development opportunities, and encourage results.

Innovation
We challenge the status quo to enhance the member's experience and solve tomorrow's challenges today.

Working at Gulf Winds

Working at Gulf Winds is not just a job, it's a career. We're hiring collaborative, motivated people who want to love what they do. We are forward-thinking and family oriented. We recognize and reward excellent member service and have fun while working hard. When you join the team, you can expect:

• Open and transparent communication with your leaders
• Consistent coaching and opportunities to improve performance.
• Collaborative and team-focused environments
• Short and long-term professional development
• Opportunity to participate in cross-functional projects.

With you on our team we can achieve our vision of becoming the leading and most trusted credit union on the Gulf Coast.

Job Description

Role:

Responsible for providing financial analysis in the areas of budgeting, financial forecasting, interest rate risk, asset/liability management, peer group reporting, financial performance, and profitability. Analyzes financial opportunities and performance for use by Senior Management, the Board of Directors, and the Asset/Liability Committee on a recurring basis.

Essential Functions & Responsibilities:

Creates and prepares financial analyses and models to support financial decisions and provide insight into the financial condition of the credit union

Works directly with department heads to prepare budget and forecasts for the Credit Union

Creates and maintains required databases and models to ensure accuracy and quality of data

Assists in special assignments requested by management

Assists in the management of the investment portfolio and selection of individual items to be purchased within the framework of the investment policy.

Provides recommendations to management regarding data management, modeling, and enhancements

Performs other job-related duties as assigned.

Performance Measurements:

Databases and models are maintained accurately and function with integrity; reports are produced on a timely basis and contain current data.

Analyses and reports are timely and presented in a clear and organized fashion.

Knowledge and Skills:

Experience: One to three years of experience in a quantitative and analytical role. If no experience, a 4-year college degree in finance or accounting is required.

Education: 4-year college degree in finance, accounting, or related field

Interpersonal Skills: 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: Knowledge of computer skills including Excel and financial-related software. Must be comfortable developing, interpreting and communicating complex financial models and information. Knowledge of business intelligence software preferred. Ability to read, write, comprehend, and speak English clearly. Normally expected to work between 8:00 a.m. and 5:00 p.m., but may be required to work nights and/or weekends. Must adhere to safety rules and regulations.

Physical Requirements: Light or low amount of physical exertion

Work Environment: No adverse environmental working conditions noted.

This Job Description is not a complete statement of all duties and responsibilities comprising the position.

Gulf Winds is an Equal Opportunity Employer. Drug Free Workplace.