Navigant Credit Union
  • 24-Jan-2023 to Until Filled (EST)
  • Finance and Administration
  • Smithfield, RI, USA
  • Salary
  • Full Time

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 currently has a position in our Finance department - and we're looking to speak to some dynamic, talented individuals about joining the Navigant family.

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 24 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 is responsible for providing comprehensive financial analysis support to the Chief Financial Officer. Responsibilities will include producing quarterly product profitability reports and peer analysis as well as other industry analysis. This person will analyze internal financial data and develop insights that assist in making business decisions. The ability to work with data and develop financial models is essential and will work with Sr. Management to produce Capital Budgeting analysis for new projects as well as support for other ad-hoc financial analysis. This position will also assist with development of executive presentations, including annual budget.

MAJOR RESPONSIBILITIES (in descending order of importance and should be no more than 10, if possible)

  1. Manage Product Profitability process, including funds transfer pricing and cost allocation as well as produce quarterly reports for Sr. Management.
  2. Produce quarterly peer analysis for Sr. Management.
  3. Partners with departments to assist with Capital Budgeting analysis for new projects.
  4. Leverage financial applications to proactively develop analysis to improve financial performance.
  5. Assists CFO in the development of presentations.
  6. Performs other ad-hoc finance project duties as assigned by the EVP, Chief Financial Officer.



    BA/BS degree in Accounting or Finance.

    Master's Degree in Business Administration (MBA) Accounting, Finance, or Economics is preferred.


    1. At least 3 years previous experience as a financial analyst is required, preferably in a credit union, bank or public accounting firm dealing with financial institutions.
    2. Demonstrated knowledge of financial modeling and analysis is required.
    3. Exceptional ability to develop Board & Executive level presentations.
    4. Advanced Microsoft Excel and PowerPoint skills. Other BI applications are a plus.
    5. Experience working with data.
    6. Knowledge of S&P Global Market Intelligence and Axiom is preferred.
    7. Excellent organizational, analytical and problem-solving skills.
    8. Ability to handle multiple projects/priorities simultaneously with an effective outcome.
    9. Excellent verbal, written, telephone and interpersonal communication skills.
    10. Ability to function in a financial institution 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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