Senior Financial Analyst

DescriptionWho is Quorum At Quorum Federal Credit Union, we are a cutting-edge credit union that operates as a technology company, delivering innovative financial solutions to our members. As a remote organization, we thrive on collaboration and recognize outstanding performance. We are the ideal workplace for self-motivated individuals who are committed to organizational success and eager to join a dynamic team of professionals. We stand out as a best-in-class employer, offering a unique and supportive work environment that fosters personal and professional growth. Our culture is built on valuing teamwork, recognizing achievements, and providing the tools and resources needed to excel. If you are looking for a place where you can make a meaningful impact, enjoy a flexible and fulfilling work experience, and be part of a forward-thinking team, Quorum Federal Credit Union is the perfect fit for you. How You'll Make an ImpactThe Senior Financial Analyst partners with the Finance Manager to support the credit union's financial management activities, including financial planning and analysis (FP&A), balance sheet management, liquidity analysis, treasury support, risk management, and strategic decision support. This role combines strong financial acumen with a continuous improvement mindset, leveraging modern analytics, automation, and business intelligence tools to enhance forecasting, operational efficiency, and organizational performance. The position serves as a key business partner across the organization, transforming financial data into actionable insights that support executive decision-making.The successful candidate will bring experience from a bank or credit union environment and possess the curiosity and adaptability to help modernize finance processes, embrace emerging technologies, and deliver meaningful business insights that support strategic decision-making.What You'll Be Doing * Financial Planning and Analysis: Facilitate the development and consolidation of forecasts and long-range financial plans. Analyze variances and provide clear, actionable recommendations to business leaders. Partner with department leaders to evaluate assumptions and improve financial predictability. Develop financial models, management reporting packages, dashboards, and forecasting tools that support executive decision-making and organizational growth. * Data & Technology Enablement / AI Utilization: Leverage financial systems, business intelligence tools, automation solutions, and emerging AI technologies to enhance forecasting, reporting, and decision-making. Identify opportunities to improve efficiency through automation, workflow optimization, dashboard development, and enhanced data analytics capabilities. Support the adoption of modern finance technologies, including Power BI, SQL, Power Platform, AI-assisted analytics tools, and related solutions * Balance Sheet & Treasury Management: Support balance sheet management activities, including liquidity monitoring, cash flow analysis, investment portfolio reporting, and financial forecasting. Assist with interest rate risk analysis, scenario modeling, and asset/liability management initiatives. Provide recurring and ad hoc analysis to guide financial performance and capital allocation. * Risk Management: Support enterprise risk management activities through financial analysis, risk reporting, and periodic risk assessment processes. Partner with business leaders to identify and evaluate financial and operational risks and support mitigation planning.Investment, ROI & Profitability Analysis: Evaluate and support business investments through ROI modeling, cost-benefit analysis, and ongoing performance tracking, while delivering product-level profitability insights to inform pricing, growth, and strategic decision-making. * Reporting, Controls & Compliance: Perform general ledger analysis, reconciliation, and ensure integrity of financial data. Maintain and upd te