Returnship Program | Careers | Travis Credit Union Schedule: Monday - Friday 8:30am-5:30pm (with ... Asset-Liability Management; Concentration Risk; Investment; Liquidity Management. * Coordinates ...
Returnship Program | Careers | Travis Credit Union Schedule: Monday - Friday 8:30am-5:30pm (with ... Asset-Liability Management; Concentration Risk; Investment; Liquidity Management. * Coordinates ...
Returnship Program Careers Travis Credit Union Schedule: Monday - Friday 8:30am-5:30pm (with some ... Asset-Liability Management; Concentration Risk; Investment; Liquidity Management. * Coordinates ...
Returnship Program Careers Travis Credit Union Schedule: Monday - Friday 8:30am-5:30pm (with some ... Asset-Liability Management; Concentration Risk; Investment; Liquidity Management. * Coordinates ...
Returnship Program Careers Travis Credit Union Schedule: Monday-Friday 40 hours/week Hybrid - 2 ... Manages the narrative around KM and the knowledge platform (Ask Travis) by monitoring perception ...
Returnship Program Careers Travis Credit Union Schedule: Monday-Friday 40 hours/week Hybrid - 2 ... Manages the narrative around KM and the knowledge platform (Ask Travis) by monitoring perception ...
This role is RETURNSHIP ELIGIBLE. Click here for more information: Returnship Program | Careers ... Manages the narrative around KM and the knowledge platform (Ask Travis) by monitoring perception ...
This role is RETURNSHIP ELIGIBLE. Click here for more information: Returnship Program | Careers ... Manages the narrative around KM and the knowledge platform (Ask Travis) by monitoring perception ...
Credit Policy Analyst - RETURNSHIP ELIGIBLE
Vacaville, CA · On-site
$107K - $132K/yr
Returnship Program Careers Travis Credit Union Schedule: Monday -Friday 40 hours/week Hybrid: 2 ... Collaborates with teams across finance, risk management, and operations to implement and enforce ...
Credit Policy Analyst - RETURNSHIP ELIGIBLE
Vacaville, CA · On-site
$107K - $132K/yr
Returnship Program Careers Travis Credit Union Schedule: Monday -Friday 40 hours/week Hybrid: 2 ... Collaborates with teams across finance, risk management, and operations to implement and enforce ...
Credit Policy Analyst - RETURNSHIP ELIGIBLE
Vacaville, CA · Hybrid
$107K - $132K/yr
This role is RETURNSHIP ELIGIBLE. Click here for more information: Returnship Program | Careers ... Collaborates with teams across finance, risk management, and operations to implement and enforce ...
Credit Policy Analyst - RETURNSHIP ELIGIBLE
Vacaville, CA · Hybrid
$107K - $132K/yr
This role is RETURNSHIP ELIGIBLE. Click here for more information: Returnship Program | Careers ... Collaborates with teams across finance, risk management, and operations to implement and enforce ...
Sr. Risk Analyst - RETURNSHIP ELIGIBLE
Vacaville, CA · Hybrid
$98K - $121K/yr
Returnship Program | Careers | Travis Credit Union Candidates must reside within a commutable ... Working knowledge of banking risk management platforms. * Strong knowledge of regulatory ...
Sr. Risk Analyst - RETURNSHIP ELIGIBLE
Vacaville, CA · Hybrid
$98K - $121K/yr
Returnship Program | Careers | Travis Credit Union Candidates must reside within a commutable ... Working knowledge of banking risk management platforms. * Strong knowledge of regulatory ...
Sr. Risk Analyst - RETURNSHIP ELIGIBLE
Vacaville, CA · On-site
$98K - $121K/yr
Returnship Program Careers Travis Credit Union Candidates must reside within a commutable distance ... Working knowledge of banking risk management platforms. * Strong knowledge of regulatory ...
Sr. Risk Analyst - RETURNSHIP ELIGIBLE
Vacaville, CA · On-site
$98K - $121K/yr
Returnship Program Careers Travis Credit Union Candidates must reside within a commutable distance ... Working knowledge of banking risk management platforms. * Strong knowledge of regulatory ...
Returnship Program | Careers | Travis Credit Union Schedule: Exempt Monday-Friday with some ... Manages the assets, resources and finances of the Foundation including operational and marketing ...
Returnship Program | Careers | Travis Credit Union Schedule: Exempt Monday-Friday with some ... Manages the assets, resources and finances of the Foundation including operational and marketing ...
Returnship Program Careers Travis Credit Union Schedule: Exempt Monday-Friday with some evenings ... Manages the assets, resources and finances of the Foundation including operational and marketing ...
Returnship Program Careers Travis Credit Union Schedule: Exempt Monday-Friday with some evenings ... Manages the assets, resources and finances of the Foundation including operational and marketing ...
Manager Returnship information
What is the difference between Manager Returnship vs Project Manager?
| Aspect | Manager Returnship | Project Manager |
|---|---|---|
| Required Credentials | Relevant experience, possibly some certifications | Project management certifications (e.g., PMP), experience |
| Work Environment | Temporary, training-focused, often in corporate or consulting settings | Ongoing, leadership-focused, across various industries |
| Employer & Industry Usage | Companies offering return programs for managers re-entering workforce | Organizations managing projects across sectors like IT, construction, finance |
The Manager Returnship is a temporary program designed to help managers re-enter the workforce, focusing on skill refreshment and networking. In contrast, a Project Manager is a permanent role responsible for planning and executing projects. While both roles require leadership and organizational skills, the returnship is a stepping stone for those returning after a career break, whereas the project manager role is a long-term position with ongoing responsibilities.
Full-time
Medical, Dental, Vision, Retirement, PTO
Re-posted 19 days ago
Travis Credit Union rating
9.7
Based on 6 frontline employees who took The Breakroom Quiz
Job description
Schedule: Monday - Friday 8:30am-5:30pm (with some flexibility), 40 hours/week / Hybrid - 2-3 days in-office
Summary: The Travis Credit Union (TCU) Financial Analyst is responsible for developing and implementing analytics and reporting solutions for the Accounting & Finance division of the organization. The Financial Analyst creates value for the organization by synthesizing data from multiple sources and liaising with other departments to share insights with respect to growth trends, profitability, potential efficiencies, and other knowledge which will help run the business more effectively.
Profile:
- Provides reporting and analytics focused on but not limited to budgeting; asset-liability management modeling (ALM); interest rate risk; liquidity management; balance sheet allocation; profitability; product pricing methodologies; cost-benefit analysis; static pool tracking; dividend verification and deposit analytics; financial trends; and ad-hoc analysis.
- Maintains and runs various financial analytical software systems and models, both in-house and 3rd party, including but not limited to: Prologue General Ledger; Vantage Budgeting; 3rdparty Asset/Liability Management (ALM) Model; DNA Profit Vision; Visible Equity Loan Analytics; DNA Core; Callahan Peer-to-Peer; Travis Intelligence Database.
- Reconciles financial data between systems and models to ensure consistent, detailed and summary reporting to be provided to management, ALCO, and other end-users.
- Monitors and measures risk in accordance with the metrics outlined in TCU's policies: Asset-Liability Management; Concentration Risk; Investment; Liquidity Management.
- Coordinates data gathering from each department for annual budget. Performs quarterly re-forecasts. Evaluates budget and what-if scenarios versus historical data, performs other budgeting duties as assigned.
- Performs profitability analyses and develops pricing models to ensure product offerings are appropriately priced.
- Ensures Budget, 3rdparty ALM Model, Profitability Model, and Loan Analytics Model data is reconciled and uploaded. Develops and maintains financial analytics and reporting using modeling output.
- Responsible for: daily share and loan balancing; deposit analytics; quarterly peer analysis; monthly dividend verification; establishing benchmarks for financial performance.
- Accurately prepares reports for monthly ALCO and Board meetings.
- Serves as a Finance Liaison to other departments as it relates to other functions and projects. Serves as TCU Liaison to: third-party software providers; entities that report on our financial data (Callahan, Raddon Financial Group, etc.).
- Determines methods and procedures on new assignments and may coordinate activities of other personnel for projects.
- Basic understanding of accounting, balance sheets, income statements, depository institutions, and Asset Liability Management.
- Strong analytical skills, highly organized, ability to prioritize workload and manage multiple assignments and deadlines simultaneously.
- Reasoning ability - capable of logical, critical thinking. Ability to use logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusion or approaches to complex problems. Abilitytodefineproblems,collectdata,establishfactsanddrawvalidconclusions.
- Detail-oriented and able to perform functions with accuracy and on rigid schedules.
- Accuracy and attention to detail are paramount as errors in reporting can lead to material misstatements in both regulatory and public arenas, potentially resulting in financial penalties.
- Effective, professional verbal and written communication skills.
- Ability to work with all levels of the credit union staff.
- Proficient in Microsoft Office suite of products.
- Advanced Excel skills to includemacro experience.
- Budgeting software, General Ledger package, and reporting software experience is helpful.
- This position has no supervisory responsibilities.
- Bachelor's degree in finance, Accounting, Statistics, Data Analytics Economics, Business or related field; or equivalent related work experience.
- Minimum of 1-year previous related work experience.
- Working knowledge of financial statements, intermediate skills in Microsoft Excel, and experience with databases (Tableau, Power BI, or Oracle) using user interface and/or coding languages (e.g., SQL or DAX) to query relevant data.
- Bachelor's degree in finance, Accounting, Statistics, Data Analytics Economics, Business, or related field; or an advanced degree without experience; or equivalent related professional experience.
- Minimum 2 years finance related work experience, preferably in the financial services and/or banking industry.
- Thorough understanding of financial statements, budgeting, forecasting, and ALM. Effective use of databases (Tableau, Power BI, or Oracle) using user interface and/or coding languages (e.g., SQL or DAX) to query relevant data.
Senior Financial Analyst
- Reports directly to assigned department management.
- Bachelor's degree in finance, Accounting, Statistics, Data Analytics Economics, Business, or related field and a minimum of 5 years of related work experience; or a Master's degree and 3 years of experience; or equivalent work experience.
- Thorough understanding of financial statements, budgeting, forecasting, liquidity forecasting, and ALM.
- Effective use of databases (Tableau, Power BI, or Oracle) using user interface and/or coding languages (e.g., SQL or DAX) to query relevant data.
- Promotion Considerations:
- Significant contributor to an intra-department liaising program to enhance growth and profitability, ALM, operational efficiencies, and expense control.
- Associate Financial Analyst: Grade 13 - $33.46 - $41.33 hourly is commensurate with experience.
- Financial Analyst: Grade 15 - $82,680.00/annually - $102,128.00 annually is commensurate with experience.
- Sr. Financial Analyst: Grade 17 - $98,238.40 - $121,347.20 annually is commensurate with experience.
At Travis Credit Union, we prioritize the wellbeing of our employees and their families by providing a comprehensive Total Rewards program that supports their health, welfare, and financial security. In turn, this enables our employees to focus on delivering exceptional service to our members and meeting the goals of the credit union.
- Competitive medical, dental, and vision insurance
- Mental health and wellness programs
- Employee performance incentive plan
- Merit-based salary increases
- 401(k) program with immediately vested employer match
- Generous holiday and vacation policies
- Exclusive TCU perks such as employee loan and credit card discounts
Travis Credit Union is an Affirmative Action Employer.
EOE / Individuals with Disabilities / Veteran Status
What Travis Credit Union employees say
Pay
Benefits
Hours and flexibility
Workplace
Get the full story on Breakroom
About Travis Credit Union
Sourced by ZipRecruiter
Industry
Finance and insurance
Company size
201 - 500 Employees
Headquarters location
Vacaville, CA, US
Year founded
1951