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Financial Analyst

   Closing Date: Nov. 10, 2019

Employer:Elevations Credit Union
Job Location: Broomfield - Broomfield County
Employment Type:Full Time
Benefits:Competitive Compensation Package Plus Benefits


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
  • Onsite cafe
  • 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! 


Position Summary/Objective:

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


Reports to: 

Finance Manager



This role generally does not have supervisory responsibility. May train or mentor junior staff as needed, such as Accountant I & II.


Required Competencies:

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.


Work Environment:

This job operates in an office setting and routinely uses standard office equipment


Physical Requirements:

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


Other Duties:

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.

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