Why You'll Love Working at QuorumAt 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 and enhance the organization's treasury and financial management functions, including financial planning and analysis (FP&A), risk management, liquidity management, and investment oversight. A critical component of this role is leveraging advanced data analytics, financial technology, and emerging AI tools to streamline forecasting, automate reporting, and elevate decision-making. The analyst is expected to partner with the digital transformation team to identify opportunities for automation, implement machine learning models, and utilize data visualization tools to drive efficiency and generate deeper financial insights across all financial management activities.
This role operates both strategically and tactically, delivering actionable insights, leading cross-functional initiatives, and driving financial performance through data-driven analysis, forecasting, business partnership, and innovative use of technology to support organizational goals.
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 dashboards, models, and reporting tools to support decision-making.
- Data & Technology Enablement / AI Utilization: Leverage advanced analytics, financial technologies, and emerging AI tools to enhance forecasting, automate reporting, and improve decision-making. Identify opportunities to integrate automation, machine learning models, or data visualization tools to drive efficiency and deeper financial insights.
- Balance Sheet & Treasury Management: Support balance sheet strategy, including liquidity planning, cash management, and investment portfolio. Assist in interest rate risk modeling and financial scenario analysis. Provide recurring and ad hoc analysis to guide financial performance and capital allocation.
- Risk Management: Facilitate enterprise risk management (ERM) program and semi-annual risk assessments. Collaborate with business units to identify, assess, and mitigate financial and operational risks. Enhance risk reporting frameworks and ensure alignment with organizational objectives.
- 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 update financial policies, procedures, and internal controls. Ensure compliance with GAAP, regulatory requirements, and internal standards.
- Stakeholder Engagement: Partner with leaders across the organization to deliver financial insights and recommendations. Communicate complex financial concepts clearly to non-financial stakeholders. Promote a collaborative, service-oriented work environment.
- Continuous Improvement & Industry Awareness: Stay informed of industry trends, regulatory changes, and emerging technologies. Identify opportunities to improve processes, reporting capabilities, and financial performance.
- Ensures adherence to company policies and procedures and Banking/Credit Union Regulations.
- Performs additional duties as required.
What You Bring to the Team - Bachelor's degree in Finance, Accounting, or related field.
- 3-5+ years of experience in finance, accounting, or treasury functions. Credit union, Banking, or risk management related experience is a plus.
- Strong analytical, problem-solving, and financial modeling skills.
- Ability to manage multiple priorities independently and meet tight deadlines.
- High level of integrity, professionalism, and attention to detail.
- Advanced proficiency in Excel; working knowledge of financial systems and reporting tools.
- Experience using data analytics, financial technology platforms, or AI-driven tools (e.g., Power BI, Tableau, Python, SQL, or similar) to support financial modeling, forecasting, and reporting.
Tools & Work Environment - Stable internet connection with speeds high enough for video conferencing and screen sharing
- Smartphone with current iOS/Android OS
- Prolonged periods sitting at a workstation and working on a computer
- Ability to communicate with coworkers and customers via email, chat, teleconference, and/or phone
Where You Can Work Candidates must reside within the United States. We are not able to consider applicants who reside in Montana, Nebraska, Rhode Island, or Puerto Rico.
Quorum's opportunities are based in the U.S., and U.S. work authorization is required. We are not able to provide current or future sponsorship.
Compensation & Rewards Compensation for this role is $94,300 - $114,300 per year with the potential for discretionary incentive compensation based on both company and individual performance.
Benefits That Support You - Excellent health insurance packages with a Health Reimbursement Account option
- Life, AD&D, Short-Term Disability and Travel Insurance
- 401k plan with company match dollar for dollar up to 6 percent*
- Generous time-off policy with paid time off (PTO), volunteer time off (VTO), birthday PTO, and company-observed holidays
- Monthly stipend for wellness activities and mental health*
- Tuition reimbursement
- Pet Benefits, including insurance, discounts, "pawternity" PTO day, and more
- Bonus/commission plan for qualifying roles
- Employee perks (including mortgage discounts!)
- PTO purchase and sell-back programs
- Rewards and peer recognition programs
- Trust-based, out-come oriented remote work environment for most roles
*After 6 months of service
Important Compliance Information - Quorum is an Equal Employment Opportunity employer. Qualified applicants will be considered for employment without regard to race, color, religion, gender, sexual orientation, national origin, age, marital status, protected veteran status, or disability status.
- Quorum will make reasonable accommodations in compliance with the Americans with Disabilities Act of 1990. Reasonable accommodations are available upon request for applicants and/or employees with qualifying disabilities throughout the application and employment process.
- Qualified Applicants with arrest or conviction records will be considered for employment in accordance with all applicable federal, state, city and local laws, rules, and regulations.
- This job description in no way states or implies that these are the only duties to be performed by the employee(s) incumbent in this position. Employee(s) will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. The company reserves the sole right and discretion to make changes to this job description.
- Each employee is required to uphold the Credit Union's compliance with all policies, procedures, and required regulations including the Bank Secrecy Act and our Anti-Money Laundering policy.
- This document does not create an employment contract, implied or otherwise, other than an "at-will" relationship.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws.
For further information, please review the Know Your Rights notice from the Department of Labor.
