About the role

The Senior Financial Analyst will provide meaningful insights to executive leadership to influence strategic decision-making and long-term growth. Responsibilities include developing sophisticated financial models, forecasts, and dashboards to analyze financial trends and organizational performance.

What they look for

Financial analysis Financial modeling Forecasting Data analysis Microsoft Excel Strategic planning Balance sheet strategy Capital adequacy assessment Executive reporting Dashboard development Critical thinking Problem solving Communication skills

Requirements

Candidates must hold a bachelor's degree in Finance, Accounting, Economics, or a related field. A minimum of 4 years of experience in financial services analysis and advanced Microsoft Excel skills are required.

Benefits

Medical Dental Vision 401k with employer match Employer-paid life insurance Paid holidays Paid time off Flexible spending accounts

Full description

Join the Meridian Trust Team!

At Meridian Trust, we believe in helping our members—and our employees—Pursue Their Possible. We’re more than just a financial institution; we’re a team driven by curiosity, optimism, and a commitment to making a difference.

As part of our team, you’ll enjoy:

- A dynamic and supportive work environment

- Competitive pay and comprehensive benefits including medical, dental, vision, 401k with employer match, employer-paid life insurance, paid holidays and paid time off, and flexible spending accounts.

- Opportunities for growth and career development

- A culture that values innovation, teamwork, and service

- The chance to make a real impact in the communities we serve

We take pride in being an active part of the community, supporting local events, charities, and initiatives that help people thrive. If you're looking for a career where you can grow, contribute, and be inspired every day, we’d love to meet you!

At Meridian Trust Federal Credit Union, we're looking for a talented Senior Financial Analyst to play a key role in shaping the financial future of our organization. As the primary finance analyst and a trusted partner to our chief financial officer and executive leadership team, you will provide meaningful insights that influence strategic decision-making, financial performance, and long-term growth.

In this highly visible role, you will analyze financial trends, evaluate balance sheet strategies, assess capital adequacy, and contribute to major organizational initiatives. You'll develop sophisticated financial models, forecasts, dashboards, and executive reporting that help leaders navigate opportunities and make informed business decisions. If you enjoy turning complex financial data into actionable insights and want to make a measurable impact within a growing, member-focused credit union, we invite you to join our team and help strengthen the financial success of Meridian Trust for years to come.

This position is for you if:

You enjoy turning complex financial data into strategic business insights and influencing decisions at the executive level.

You thrive in a highly visible role where your analysis directly impacts financial performance, growth strategies, and organizational success.

You are a critical thinker who enjoys solving problems, identifying trends, and providing actionable recommendations.

You excel at building financial models, forecasts, dashboards, and reports that help leaders make informed decisions.

You want to be part of a collaborative, member-focused organization where your expertise contributes to the long-term financial strength and success of the credit union.

Requirements:

Bachelor's degree in Finance, Accounting, Economics, Business Administration, or related field.

Minimum 4 years of experience in banking, credit union, or other financial services analysis.

Advanced Microsoft Excel Skills.

Experience developing financial models and forecasts.

Strong written and verbal communication skills.

Pay Information:

Starting Range: $65,062.76 to $85,000.00 Annually.