The CU Financial Analyst position supports management decision-making by assisting in the preparation and review of business plans and forecasts. This role provides analysis to management and the ALCO Committee on key financial metrics such as liquidity, profitability, and net interest income. Additionally, the position maintains Financial Performance systems in compliance with regulatory requirements, conducting liquidity forecasting and stress testing, and delivering ad hoc analysis to facilitate informed decision-making. The Analyst also serves as the primary point of contact for the secondary market function.
DUTIES & RESPONSIBILITIES:
- Assists in preparation and review of business plans, forecasts, and budgets through use of ALM modeling or other tools.
- Provides management and ALCO Committee with review and analysis of ALM modeling and reporting (e.g Liquidity, Profitability, Net Economic Value and Net Interest Income).
- Maintains and updates Financial Performance systems in accordance with prescribed methods of use and regulatory requirements.
- Performs liquidity forecasting, reporting and stress testing.
- Develops and runs data/reports from multiple systems for analysis and reporting.
- Provides ad hoc analysis as needed to ensure management has necessary information to make decisions.
- Serves as the primary analyst for the secondary market function. Performs daily duties, training and guidance for mortgage staff and analysts including, secondary market guidelines, loan level price adjustments, pricing policies and procedures, loan sales and deliveries to our investors, rate lock guidance, and loan operating system configuration.
This role will interact with individual contributors within Thrivent, field organization, external vendors, contractors and/or consultants, Thrivent clients, and manager and/or directors within Thrivent.
QUALIFICATIONS & SKILLS:
Required:
- Bachelor’s degree in accounting or finance or equivalent combination of experience and/or education from which comparable knowledge, skills and abilities have been achieved.
- Minimum of 3-5 years of experience in bank accounting or finance discipline
- Minimum of 3-5 years of experience in secondary market or financial analyst role.
Preferred:
- Attainment of CPA or CFA preferred
Pay Transparency
Thrivent’s long-term growth depends on attracting, rewarding, and retaining people who are committed to helping others thrive with purpose. We accomplish this by offering a wide variety of market competitive compensation programs to attract, reward, and retain top talent. The applicable salary or hourly wage range for this full-time role is $77,478.00 - $104,823.00 per year, which factors in various geographic regions. The base pay actually offered will be determined by a variety of factors including, but not limited to, location, relevant experience, skills, and knowledge, business needs, market demand, and other factors Thrivent deems important.
Thrivent is unique in our commitment to helping people to be wise with money and live balanced and generous lives. That extends to our benefits.
The following benefits may be offered: various bonuses (including, for example, annual or long-term incentives); medical, dental, and vision insurance; health savings account; flexible spending account; 401k; pension; life and accidental death and dismemberment insurance; disability insurance; supplemental protection insurance; 20 days of Paid Time Off each year; Sick and Safe Time; 10 paid company holidays; Volunteer Time Off; paid parental leave; EAP; well-being benefits, and other employee benefits. Eligibility for receipt of these benefits is subject to the applicable plan/policy documents. Thrivent’s plans/policies are subject to change at any time at Thrivent’s discretion.
Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants.
Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to human.resources@thrivent.com or call 800-847-4836 and request Human Resources.
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