Financial Analyst at OneAZ Credit Union

<p data-pasted="true"><span style="font-size: 12pt; font-family: helvetica, arial, sans-serif;"><span style="color: rgb(89, 73, 167);">Join Us in Making an Impact&nbsp;</span>✨&nbsp;</span></p> <p><span style="font-size: 12pt; font-family: helvetica, arial, sans-serif;">At OneAZ Credit Union, our success is measured only by yours. We’re here to create lasting change in the lives of our members, our communities, and our team. If you're looking for a career with purpose, where your work truly matters—you've found it!&nbsp;</span></p> <p><span style="font-size: 12pt; font-family: helvetica, arial, sans-serif;"><span style="color: rgb(0, 64, 83);">Who You Are&nbsp;🧩</span>&nbsp;</span></p> <p><span style="font-size: 12pt; font-family: helvetica, arial, sans-serif;">You’re&nbsp;impactful, compassionate, and fearless,&nbsp;ready to embrace new challenges and shape the future of financial well-being. You take accountability for our success and thrive in an environment where curiosity is celebrated. If this sounds like you,&nbsp;let’s&nbsp;build something great together.&nbsp;</span></p> <p><span style="font-size: 12pt; font-family: helvetica, arial, sans-serif;"><span style="color: rgb(89, 73, 167);">What You’ll Do</span> 🚀&nbsp;</span></p> <p><span style="font-size: 12pt; font-family: helvetica, arial, sans-serif;">📍This position will be located at our Corporate Office: 2355 W Pinnacle Peak Rd, Phoenix, AZ 85027</span></p> <div data-olk-copy-source="MailCompose"><span style="font-family: helvetica, arial, sans-serif; font-size: 12pt;">As a member of the Finance team, the Financial Analyst develops, interprets, and implements complex financial analysis, modeling, and techniques for financial planning and controls by performing the following duties. The role takes lead in coordinating with asset/liability management and interest rate risk analyst, as well as manages the institutions investment portfolio. The Financial Analyst participates in the Credit Union's budgeting, forecasting, and analytic process to support strategic decisions of senior and executive leadership and the Board of Directors.</span></div> <div>&nbsp;</div> <div><span style="font-family: helvetica, arial, sans-serif; font-size: 12pt;">Essential Functions</span></div> <ul data-editing-info="{&quot;applyListStyleFromLevel&quot;:true}"> <li style="font-family: helvetica, arial, sans-serif; font-size: 12pt;"> <div><span style="font-family: helvetica, arial, sans-serif; font-size: 12pt;">Coordinates data transfer to interest rate risk analyst, reviews output for accuracy, and interprets results.</span></div> </li> <li style="font-family: helvetica, arial, sans-serif; font-size: 12pt;"> <div><span style="font-family: helvetica, arial, sans-serif; font-size: 12pt;">Analyzes and identifies balance sheet risk components and income drivers.</span></div> </li> <li style="font-family: helvetica, arial, sans-serif; font-size: 12pt;"> <div><span style="font-family: helvetica, arial, sans-serif; font-size: 12pt;">Assists with preparation of Asset-Liability Committee (ALCO) packages and similar reporting.</span></div> </li> <li style="font-family: helvetica, arial, sans-serif; font-size: 12pt;"> <div><span style="font-family: helvetica, arial, sans-serif; font-size: 12pt;">Analyzes financial information to recommend improvement in present and future financial performance and identify revenue optimization strategies.</span></div> </li> <li style="font-family: helvetica, arial, sans-serif; font-size: 12pt;"> <div><span style="font-family: helvetica, arial, sans-serif; font-size: 12pt;">Completes analysis of monthly financial results, identifying trends and analyzing causes of unexpected variances.</span></div> </li> <li style="font-family: helvetica, arial, sans-serif; font-size: 12pt;"> <div><span style="font-family: helvetica, arial, sans-serif; font-size: 12pt;">Assists with monitoring loan and deposit pricing and elasticities and makes pricing recommendations to management, maintains rate sheets, and communicates rate changes.</span></div> </li> <li style="font-family: helvetica, arial, sans-serif; font-size: 12pt;"> <div><span style="font-family: helvetica, arial, sans-serif; font-size: 12pt;">Makes recommendations to management regarding cost savings or profit generating opportunities and profitability improvement strategies.</span></div> </li> <li style="font-family: helvetica, arial, sans-serif; font-size: 12pt;"> <div><span style="font-family: helvetica, arial, sans-serif; font-size: 12pt;">Assists with and may coordinate annual activity-based costing study.</span></div> </li> <li style="font-family: helvetica, arial, sans-serif; font-size: 12pt;"> <div><span style="font-family: helvetica, arial, sans-serif; font-size: 12pt;">Conducts profitability analysis to support strategic targets and decisions.</span></div> </li> <li style="font-family: helvetica, arial, sans-serif; font-size: 12pt;"> <div><span style="font-family: helvetica, arial, sans-serif; font-size: 12pt;">Establishes models, templates, and manages data in support of preparing and analyzing long range planning options and Credit Union financial statement impacts.</span></div> </li> <li style="font-family: helvetica, arial, sans-serif; font-size: 12pt;"> <div><span style="font-family: helvetica, arial, sans-serif; font-size: 12pt;">Participates in the development of annual budgeting, quarterly forecasting, and monthly financial reporting tools through collaboration and coordination with other departments.</span></div> </li> <li style="font-family: helvetica, arial, sans-serif; font-size: 12pt;"> <div><span style="font-family: helvetica, arial, sans-serif; font-size: 12pt;">Works with team to incorporate economic outlooks into budget and forecast modeling on subjects, including rate of return, depreciation, working capital requirements, investment opportunities, investment performance, and impact of governmental requirements.</span></div> </li> <li style="font-family: helvetica, arial, sans-serif; font-size: 12pt;"> <div><span style="font-family: helvetica, arial, sans-serif; font-size: 12pt;">Assists with financial forecasting and modeling within Adaptive Planning with general assumptions in line with asset/liability management (ALM) and balance sheet management assumptions.</span></div> </li> <li style="font-family: helvetica, arial, sans-serif; font-size: 12pt;"> <div><span style="font-family: helvetica, arial, sans-serif; font-size: 12pt;">Conducts special studies and “what if” scenarios to analyze complex financial actions and prepares recommendations for policy, procedure, control, or action.</span></div> </li> </ul> <p><span style="font-size: 12pt; font-family: helvetica, arial, sans-serif;"><span style="color: rgb(0, 64, 83);" data-pasted="true">What You Bring</span><strong><span data-pasted="true"><span style="color: rgb(0, 64, 83);"> </span>🎯</span></strong></span></p> <ul data-editing-info="{&quot;applyListStyleFromLevel&quot;:true}"> <li style="font-family: helvetica, arial, sans-serif; font-size: 12pt;"> <div data-olk-copy-source="MailCompose"><span style="font-family: helvetica, arial, sans-serif; font-size: 12pt;">High School Diploma Required</span></div> </li> <li style="font-family: helvetica, arial, sans-serif; font-size: 12pt;"> <div><span style="font-family: helvetica, arial, sans-serif; font-size: 12pt;">Bachelor’s degree from an accredited institution, or an equivalent combination of education and relevant work experience required.</span></div> </li> <li style="font-family: helvetica, arial, sans-serif; font-size: 12pt;"> <div><span style="font-family: helvetica, arial, sans-serif; font-size: 12pt;">1 to 3 years of similar or related experience required.</span></div> </li> <li style="font-family: helvetica, arial, sans-serif; font-size: 12pt;"> <div><span style="font-family: helvetica, arial, sans-serif; font-size: 12pt;">Proactive and self-starter skills and abilities.</span></div> </li> <li style="font-family: helvetica, arial, sans-serif; font-size: 12pt;"> <div><span style="font-family: helvetica, arial, sans-serif; font-size: 12pt;">Strong motivation and continuous learning skills.</span></div> </li> <li style="font-family: helvetica, arial, sans-serif; font-size: 12pt;"> <div><span style="font-family: helvetica, arial, sans-serif; font-size: 12pt;">Strong collaboration, teamwork, attention-to-detail, and multi-tasking skills.</span></div> </li> <li style="font-family: helvetica, arial, sans-serif; font-size: 12pt;"> <div><span style="font-family: helvetica, arial, sans-serif; font-size: 12pt;">Ability to be result-oriented with a focus on high quality standards and output.</span></div> </li> <li style="font-family: helvetica, arial, sans-serif; font-size: 12pt;"> <div><span style="font-family: helvetica, arial, sans-serif; font-size: 12pt;">Excellent quantitative and analytical competency skills.</span></div> </li> </ul> <p data-pasted="true"><span style="font-size: 12pt; font-family: helvetica, arial, sans-serif;"><span style="color: rgb(89, 73, 167);">Compensation &amp; Benefits </span>🎉</span></p> <ul> <li style="font-size: 12pt; font-family: helvetica, arial, sans-serif;"><span style="font-size: 12pt; font-family: helvetica, arial, sans-serif;">Generous paid time off: paid holidays, floating holidays, personal days, vacation days, plus sick time</span></li> <li style="font-size: 12pt; font-family: helvetica, arial, sans-serif;"><span style="font-size: 12pt; font-family: helvetica, arial, sans-serif;">Low-cost Medical, Dental &amp; Vision plans&nbsp;</span></li> <li style="font-size: 12pt; font-family: helvetica, arial, sans-serif;"><span style="font-size: 12pt; font-family: helvetica, arial, sans-serif;">Paid childcare assistance</span></li> <li style="font-size: 12pt; font-family: helvetica, arial, sans-serif;"><span style="font-size: 12pt; font-family: helvetica, arial, sans-serif;">Award-winning 401K</span></li> <li style="font-size: 12pt; font-family: helvetica, arial, sans-serif;"><span style="font-size: 12pt; font-family: helvetica, arial, sans-serif;">Gym fee reimbursement&nbsp;</span></li> <li style="font-size: 12pt; font-family: helvetica, arial, sans-serif;"><span style="font-size: 12pt; font-family: helvetica, arial, sans-serif;">Tuition Reimbursement&nbsp;</span></li> <li style="font-size: 12pt; font-family: helvetica, arial, sans-serif;"><span style="font-size: 12pt; font-family: helvetica, arial, sans-serif;">Student loan repayment</span></li> <li style="font-size: 12pt; font-family: helvetica, arial, sans-serif;"><span style="font-size: 12pt; font-family: helvetica, arial, sans-serif;">...and much more. Explore all the details in our comprehensive&nbsp;<a href="https://flipbooks.digitalpublicationspro.com/oneaz-2026-ebg-rgb-final" target="_blank">Benefits Booklet</a></span></li> <li style="font-size: 12pt; font-family: helvetica, arial, sans-serif;"><span style="font-family: helvetica, arial, sans-serif; font-size: 12pt;">Target hiring range $64,726 - $80,900 (Depending on experience and prior to any incentives this position is eligible for)</span></li> </ul> <p><span style="font-size: 12pt; color: rgb(0, 64, 83);">Why Join OneAZ?&nbsp;</span></p> <p><span style="font-size: 12pt;">At OneAZ,&nbsp;we’re&nbsp;not just a credit union;&nbsp;we’re&nbsp;a financial trailblazer that passionately cares about inspiring dreams and driving prosperity in the communities we serve. We exist to clear the way for dreamers and doers, aspiring to be the bank&nbsp;for new pioneers.&nbsp;</span></p> <p><span style="font-size: 12pt;">We are driving change in our communities, constantly improving our products and services so our members and their families can relentlessly pursue their dreams. By embodying our values and living our promise, you’ll be part of a team committed to exceeding expectations and redefining what’s possible.&nbsp;</span></p> <p><span style="font-size: 12pt;"><span style="color: rgb(89, 73, 167);">Additional Notes:&nbsp;</span>&nbsp;</span></p> <p>Knowingly submitting false information will result in disqualification for consideration of future positions, termination of employment and forfeiture of other rights. Candidates for this position will be required to sign an authorization for OneAZ to conduct a credit and criminal background check, pursuant to procedures in the Fair Credit Reporting Act and any other applicable laws. All candidates will be considered for this position on an individualized basis, in compliance with all applicable equal employment opportunity laws. Any individual who meets the definition of a mortgage loan originator (MLO) and is employed by a federal agency-regulated institution will need to be registered on the Nationwide Mortgage Licensing System (NMLS). Ensures compliance with applicable policies, laws, and regulations, including the Bank Secrecy Act (BSA), Anti-Money Laundering (AML) compliance, USA Patriot Act, and Office of Foreign Assets Control (OFAC). This job description should not be considered all-inclusive. It is merely a guide of expected duties. The associate understands that the job description is neither complete, nor permanent and may be modified at any time. At the request of their supervisor, an associate may be asked to perform additional duties or take on additional responsibilities without notice. Complies with all policies and standards. Position grades could fluctuate based on market value.</p> <p>&nbsp;</p>