When joining Elevations, you can expect to work for a company that:
Provides amazing experiences and creates raving fans.
Strives to provide solutions for a better life and promises employees it will be the best place they have ever worked.
Wins awards such as “Best Bank”, “Best Companies to Work for in Colorado” and even the “Malcolm Baldrige National Quality Award”, the only Presidential award for quality.
Has a highly-engaged workforce and emphasizes career growth, empowerment and servant leadership.
What’s in it for you:
Competitive pay, incentive programs, 401k matching, mortgage and auto discounts
4 weeks min. paid time off, work anniversary paid time off, 11 paid holidays, and 16hrs paid volunteer time off
Medical, dental, and vision health plans with FSA or HSA options
Onsite fitness center, yoga classes, wellness committee events (hiking, softball, soccer,.. to name a few!), health fairs with biometrics screening and flu shots
Employee Assistance Program with a variety of services
Career development, trainings, career coaching, job shadowing, mentoring program, tuition reimbursement up to $5,000/year, and a recognition system
Culture of excellence and continuous improvement
We strive to be the best place you’ve ever worked!
Analyzes complex financial data using a deep understanding of enterprise data and finance acumen to produce/review meaningful data based decisions with little to no direction. Assess existing and/or alternative financial performance plans and provides recommendations to management for achieving profit objectives. Mentors department staff and validate department models, reports, and studies. Collaborates cross-functionally with internal and external resources using a deep understanding of FP&A, Business Intelligence, Credit/Enterprise Risk, and Accounting business models/concepts to identify, analyze, and project implications into financial plans and forecasts. Responsible for developing credit and interest rate risk models, peer reporting, profitability, and that department outcomes are accurate. This position will present at reoccurring operational level meetings as a Finance stakeholder.
Essential Functions include:
Analyzes/reviews complex financial data specific to Profitability, Budgeting, Accounting, Credit Risk, and Enterprise Risk using complex quantitative studies (statistical regressions/probabilities)
Responsible for ensuring department quantitative/qualitative projects and reports are accurate
Collaborates with Finance leadership to develop and execute department level initiatives
Manages the asset liability interest rate risk model
Develops and maintains the Corporate profitability allocation model
Creates analysis based on available peer and benchmarking data
Recommends proactive changes to the investment portfolio to ensure expectations are realized
Produces quantitative analyses of information impacting budgets, expenses, and other financial projects (pro forma return over a reasonable time horizon)
Develops numerous Finance and Credit Risk databases using a Business Intelligence framework
Takes a proactive approach in reporting automation using current and future technology
Follow, create, and provide recommendations to department level process and procedures
Perform complex ad-hoc reporting and analysis as needed
This role generally does not have supervisory responsibility. May train or mentor junior staff as needed, such as Accountant I & II.
Delegating Responsibility, Decision Making, Business Acumen, Building a Successful Team, Gaining Commitment, Building Partnerships, Coaching, Planning and Organizing, Continuous Improvement
Required Education and Experience:
Four or more years of financial analysis experience, preferably within Financial Services
Exhibits a comprehensive knowledge of Finance, Credit, Accounting, and Business Intelligence
FP&A, P&L, Investments, Prfitability, Underwriting, Collections, GAAP, GL, and Data Structures
Excellent personal computer and through experience of Microsoft Office Suite skills
Experience in data/statistical languages: VBA, M, SQL, SSAS, SSRS, R, and MATLAB
Strong written, presentation, interpersonal skills with an ability to cascade knowledge, delegate, and develop department members. Ability to think and act strategically within the department.
Ability to work in high production environment and respond quickly and effectively under pressure, changing priorities and tight timelines/deadlines. Able to have a flexible work schedule
Ability to lead within a team environment to make rational timely decisions with accountability
High degree of accuracy, attention to detail, integrity, work ethic, and willingness to learn
Ability to learn new software products and think creatively to find new solutions/efficiencies
Ability to partner with cross-functional teams as a key contributor to their ongoing success
Adheres to all Federal and State laws and regulations governing applicable to the Credit Union, including the Bank Secrecy Act
Preferred Education and Experience:
Bachelor’s Degree required with a strong preference in Finance, Economics, or Accounting.
This job operates in an office setting and routinely uses standard office equipment
Sitting frequently, walking occasionally, use of hands frequently, hearing constantly, talking frequently, exerting up to 10 lbs of force occasionally to lift, carry, push, pull, or move objects.
Position Type/Expected Hours of Work:
Full time / 40 hours per week
Elevations Support Center
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
About Us:Elevations Credit Union is a member-owned not-for-profit financial institution serving Colorado’s Front Range. Founded in 1953, we’ve grown from 12 members and less than $100 in assets to an institution with 13 branches and more than 120,000 members that manages over $2 billion in assets and is the No. 1 credit union mortgage lender in Colorado. At Elevations, we’ve made a commitment to move away from a product-centered business model and focus instead on creating consumer solutions. Our objective is to provide our members, as well as the entire community, with unbiased consumer information.
EEO Statement:Elevations Credit Union is an equal opportunity employer. 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. All aspects of employment including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs.
Candidates for certain positions may be required to submit to a credit history report in determining qualification for employment with Elevations Credit Union. If the position you are applying for requires a credit history report, any information received in such a report will not be the sole factor in making an employment decision. A history of personal financial irresponsibility may be reason for disqualification insofar as it relates to your potential job duties. Elevations Credit Union is aware that occasionally there are extenuating circumstances that may affect an individual's credit history. We comply with the Fair Credit Reporting Act and the Colorado Employment Opportunity Act.