Navigant Credit Union
  • 22-Aug-2022 to Until Filled (EST)
  • Finance and Accounting
  • Smithfield, RI, USA
  • Salary
  • Full Time

Benefit Eligible

Are you ready to join a growing company that offers room for career advancement, competitive pay and a robust benefit package? One that has been consistently recognized by Providence Business News as a Best Place to Work in Rhode Island for the large employer category? Then look no further!

Navigant Credit Union has long been recognized as one of Rhode Island's premier Credit Unions. Established in 1915, we have served generations of satisfied members with our focus on providing customer service unmatched in the industry.

We offer medical, dental and vision coverage for you and your dependents, life and disability insurance plans, a 401K program with company match and time off benefits to promote work/life balance; on-site banking at our corporate office in addition to our other 22 branches. Navigant Credit Union promotes good health and wellness by providing all employees free access to an on-site fitness center. As a growing organization, we offer opportunities for advancement as well as tuition assistance and training to position our employees to succeed. These are just some of the benefits of a career with Navigant Credit Union.

If you believe you have what it takes and are interested in joining our team of financial services professionals, we want to hear from you!


This position will assist in compilation of data used for forecasting, budgets, cash flow reports and will contribute to liquidity and profitability functions and performance of ad-hoc analysis. The analyst will work closely on management team initiatives that include data compilation for Asset /Liability reporting, annual operating budget, quarterly re-forecasts, and profitability performance. Position requires ability to work with data and develop financial models and involves work with Sr. Management to apply Capital Budgeting methods for new projects. Planning analyst will work closely with CFO on presentations, peer analysis, and board-level presentations.

MAJOR RESPONSIBILITIES (in descending order of importance)

  1. Assist with data gathering and reconcilements for asset/liability process including assistance with liquidity projections and back testing.
  2. Assist with weekly pricing analysis utilizing funds transfer pricing techniques and weekly loan and deposit data.
  3. Perform monthly updates to Profitability solution and produce quarterly product profitability analysis.
  4. Assist in data compilation for semi-annual, Raddon Performance analytics.
  5. Assist in risk related activities including financial risks, liquidity and financial trends.
  6. Assist with project coordinators to prepare Capital budgeting and ROI analysis for new initiatives.
  7. Prepare quarterly peer analysis for Senior Management.
  8. Assist in assorted financial analysis and preparation of monthly, quarterly and annual reports including monthly Financial Reporting workbook provided to senior management.
  9. Assist CFO in the development of presentations.
  10. Performs other ALM, budgeting, finance and accounting duties as assigned by the EVP, Chief Financial Officer and VP - Asset/Liability Management.



BA/BS in Accounting or Finance.


  1. One year of previous experience preferably with credit union or financial institution.
  2. Advanced proficiency in Microsoft Office (Word, Excel, Access, PowerPoint, Outlook)
  3. Knowledge of business intelligence reporting software and ability to work with data for financial institution.
  4. Ability to perform keen financial analysis to identify improvements in financial performance.
  5. Excellent organizational, analytical, and problem-solving skills.
  6. Demonstrated knowledge of financial modeling concepts, GAAP, financial reporting and regulatory rules related to position.
  7. Ability to interact with organizational leaders.
  8. Ability to handle multiple projects/priorities simultaneously with an effective outcome.
  9. Ability to deal with highly confidential information. Must possess strong service orientation skills.
  10. Excellent verbal, written, telephone and interpersonal communication skills.
  11. Ability to function in a commercial office environment and utilize standard office equipment including but not limited to: fax, copier, telephone, etc. Some travel required. Ability to lift a minimum of 25lbs. e.g. file boxes.
Full Job Description
Navigant Credit Union
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