Arbor Financial Credit Union

Financial Analyst

Arbor Financial Credit Union Oshtemo Charter Township, Michigan, United States · $55K/yr

Banking · 201-500 employees

2 h ago
financial-analyst Mid (2-5 yrs) Full-time United States
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About the role

The Financial Analyst transforms complex financial and statistical data into actionable recommendations to support the credit union's strategic initiatives and profitability. They are responsible for preparing budgets, conducting financial modeling, and monitoring asset liability management and overall financial performance.

What they look for

Financial analysis Statistical data analysis Financial modeling Budgeting Asset liability management Investment portfolio management Liquidity management Ratio analysis Competitive market research Strategic decision-making Project management Problem solving Oral communication Written communication Relationship building Vendor management

Requirements

Candidates must have a bachelor's degree in accounting, finance, or a related field and at least 3 years of relevant experience. Strong analytical, communication, and interpersonal skills are required, along with the ability to synthesize information into clear recommendations.

Benefits

Hybrid work schedule Paid vacation Personal time off Sick time off Holiday time off Volunteer time off Birthday time off 401(k) with 6% match 4% profit-sharing contribution Health insurance Dental insurance Vision insurance HSA Flexible spending plans Life insurance Short-term disability coverage Long-term disability coverage

Full description

Description

Financial Analyst Benefit Highlights

  • Hybrid work schedule
  • Paid vacation, personal, sick, holiday, volunteer & birthday time off
  • 401(k) with 6% match and 4% profit-sharing contribution
  • Top-notch health insurance, dental, and vision
  • HSA, Flexible spending plans, life insurance, and short-term/long-term disability coverage

Starting Wage: $54,512/year, based on experience

Location: Kalamazoo, MI

About The Role

The Financial Analyst helps drive Arbor's financial success by transforming complex financial and statistical data into actionable recommendations that support growth, profitability, and strategic initiatives. This role collaborates with leaders, departments, and external partners to position the credit union for long-term success while enhancing the financial wellbeing of our members.

Where You’re Headed

Grow right where you are – opportunities for promotion to Senior Financial Analyst are available. You’ll also build valuable experience that can open doors to future leadership roles in Payment Systems, Card Services, or Accounting.

What You’ll Do

  • Analyze financial, statistical, and industry data to identify trends, develop forecasts, and provide recommendations that support strategic decision-making
  • Prepare and maintain financial analyses, budgets, and recurring reports/processes
  • Monitor and support the credit union's asset liability management, investment portfolio, liquidity, and overall financial performance
  • Conduct financial modeling, ratio analysis, what-if analyses, and competitive market research to help guide pricing and business decisions
  • Present financial insights, findings, and recommendations to leadership
  • Partner with internal departments (including cross-functional initiatives), vendors, auditors, and external partners
  • Maintain compliance with applicable regulations, policies, and reporting requirements

Is This You?

  • Bachelor's degree in accounting, finance, or related field, or equivalent combination of education and experience
  • 3+ years finance/accounting-related experience, with strong accounting/finance knowledge
  • Financial services industry experience
  • Ability to synthesize information into clear, concise recommendations
  • Results orientation with strong organization, prioritization, project management, problem solving, and analytical skills
  • Excellent oral and written communication skills
  • Strong interpersonal and relationship-building skills, with ability to effectively manage vendor relationships
  • Professionalism in conduct, communication, and appearance
  • Ability to be bonded
  • Preferred But Not Required: Payment systems and card services knowledge; finance-related professional designation/certification; experience with CECL, ALM, profitability analysis, investment or regulatory reporting

Why Join Arbor?

For over 90 years, Arbor Financial Credit Union has helped members and employees thrive. We’ve built a workplace grounded in our core values: Work Together, Do the Right Thing, Be Creative, and Have Fun. Here, you’ll enjoy meaningful work, growth opportunities, caring teams, and great benefits. Visit our website to discover what makes us exceptional and apply in minutes: www.arborfcu.org/careers.

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