Budget Analyst II

Overview

When you join the Members 1st team, you become part of something much bigger than a credit union. You become part of our faM1ly—a tight-knit bunch with big dreams and even bigger values. It is an exciting time for us as we continue to grow, and we hope that you will choose to grow along with us. Wanting the absolute best for our associates means more than just competitive pay. It means fantastic healthcare, paid benefits, opportunities for professional advancement and work-life balance - and best of all, a place where you are accepted and respected for your individuality.

Responsibilities

The Budget Analyst II role will act as a key participant in the development, coordination, and implementation of the organizational and departmental comprehensive annual budget, including revenue, expenses, capital expenditures and prepaid items, as well as, other forecasts and analysis. The Budget Analyst II will possess solid analytical skills and an understanding of financial principles to contribute favorably and substantively to financial decisions with the express goal of improving the Credit Union's financial strength and performance.

The Budget Analyst II will perform financial analysis and identify trends to support the budget planning process, as well as, conduct broad-based financial planning and forecasting exercises as part of the Credit Union’s or department’s strategic planning process. The role will assist in monitoring budget variances, identifying areas of concern and providing recommendations to remedy variances. The role will regularly interface with multiple query/database tools and financial software systems to organize and present the data needed to facilitate financial management responsibilities. The Budget Analyst II operates under limited supervision.

SKILLS • Solid financial analysis and problem-solving skills • Solid interpersonal, verbal, and written communication skills • Detail oriented with solid math aptitude/computational and organizational skills • Solid knowledge of accountancy and Financial Institutions • Strong Microsoft Excel and Word skills, and a solid understanding of applicable software • General understanding of database navigation and troubleshooting for reporting purposes

COMPETENCIES • Effective knowledge • Accountability and self-management • Teamwork and leadership • Communication • Innovation and problem-solving

WORKING CONDITIONS/PHYSICAL DEMANDS • Ability to communicate effectively in English, both orally and in writing • Visually able to perform activities such as preparing and analyzing data and figures, viewing a computer terminal, and extensive reading • Ability to sit for extended time periods • Sufficient manual skill for operation of PC keyboard and other standard office equipment • Ability to travel, including occasional overnight travel • Ability to exert minimum amounts of force occasionally to lift, carry, push, pull or move objects

Qualifications

1-3 years of related experience

Does this position require a valid Drivers License?

No Education Level

General and business knowledge equivalent to a bachelor's degree About Us

At Members 1st, we look for individuals who will show up as their whole self because we value diversity, inclusion, and belonging, as well as people who believe in the philosophy of, WE>me. To be sure you align with our company mission, vision, values and culture reference the information below.

Company Culture is at Our Core

If there is one concept, we want you to understand about us, it is this. WE. It is a simple little word but means everything here. We think as one. One faM1ly. One community. One place where everyone belongings. Everything we do is in the best interest of all of us.

What WE Believe

Our Missions: WE serve our members, associates, and communities through support, empowerment, and meaningful relationships.

Our Vision: WE are growing our faM1ly by delivering everything they need to live well financially, through all life’s moments and milestones.

Our Values: WE deliver unparalleled experiences through a culture of WE. WE > me. WE are servant leaders- at work and in the communities we serve. WE are financially safe and sound stewards of members dollars. WE are faM1ly.

Join a company that grows with you – personally and professionally

Equal Opportunity Employer

Members 1st provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Compensation Overview

We are excited to offer a competitive salary for this position. This figure serves as the entry point in our salary range, and there is potential for the actual salary to be higher based on a variety of factors, such as your experience, skills, education, and location. We believe in recognizing and rewarding talent, so our compensation packages are thoughtfully designed to reflect the unique qualifications and contributions of each candidate.

The minimum salary for this position is:

$63,000+/yr

The Budget Analyst II role will act as a key participant in the development, coordination, and implementation of the organizational and departmental comprehensive annual budget, including revenue, expenses, capital expenditures and prepaid items, as well as, other forecasts and analysis. The Budget Analyst II will possess solid analytical skills and an understanding of financial principles to contribute favorably and substantively to financial decisions with the express goal of improving the Credit Union's financial strength and performance.

The Budget Analyst II will perform financial analysis and identify trends to support the budget planning process, as well as, conduct broad-based financial planning and forecasting exercises as part of the Credit Union’s or department’s strategic planning process. The role will assist in monitoring budget variances, identifying areas of concern and providing recommendations to remedy variances. The role will regularly interface with multiple query/database tools and financial software systems to organize and present the data needed to facilitate financial management responsibilities. The Budget Analyst II operates under limited supervision.

SKILLS • Solid financial analysis and problem-solving skills • Solid interpersonal, verbal, and written communication skills • Detail oriented with solid math aptitude/computational and organizational skills • Solid knowledge of accountancy and Financial Institutions • Strong Microsoft Excel and Word skills, and a solid understanding of applicable software • General understanding of database navigation and troubleshooting for reporting purposes

COMPETENCIES • Effective knowledge • Accountability and self-management • Teamwork and leadership • Communication • Innovation and problem-solving

WORKING CONDITIONS/PHYSICAL DEMANDS • Ability to communicate effectively in English, both orally and in writing • Visually able to perform activities such as preparing and analyzing data and figures, viewing a computer terminal, and extensive reading • Ability to sit for extended time periods • Sufficient manual skill for operation of PC keyboard and other standard office equipment • Ability to travel, including occasional overnight travel • Ability to exert minimum amounts of force occasionally to lift, carry, push, pull or move objects

1-3 years of related experience