Analyst, Finance Strategy

PenFed Credit Union
Mclean, VA
Dec 04, 2021
Dec 08, 2021
Full Time
OverviewAre you looking to take your career from good to great? As an employee of PenFed, every day is an opportunity to thrive, and be part of a team working to ensure our organization is providing world class service to our members, employees, and our communities. We exist to help our members realize their full potential, educate and encourage their dreams, and make every effort to follow our mission and help our members "do better." Joining PenFed is more than being an employee; it's about being a part of the PenFed family.PenFed is hiring an Analyst, Finance Strategy at our headquarters in McLean, Virginia. A core aspect of the role will be to kick-start idea generation through agile prototyping and design-thinking integration. Communication, agility, and problem-solving will be key to success in this role! The Analyst, Finance Strategy, brings a strategic consulting mindset, with the ability to skillfully partner, collaborate and support analysis of business endeavors, research projects and strategic initiatives. The role will function as an internal consultant, partnering with Finance leadership and other business leaders, to develop business cases, outline recommendations and monitor progress. The Analyst should be eager to analyze data, contribute to, and work directly on projects to drive organizational improvement in support of PenFed's member-focused mission.The Finance Strategy team works across the finance department and with key business leaders to develop, align, and drive the CFO agenda. We're seeking innovative, creative, passionate people with a diversity of perspectives and backgrounds who want to join an agile team and help transform our organization to better serve our members.ResponsibilitiesReasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. This is not intended to be an all-inclusive list of job duties and the position will perform other duties as assigned.Support the efforts of the Finance Strategy team by serving as an advisor to finance leadership and teams, by building relationships and connectivity, with the ability to provide support and analysis to guide the organization to align on the strategic direction and execution plan.Under direction of Manager, Finance Strategy, conduct industry research and strategic analysis, identify value drivers, synthesize findings, prepare presentations and make recommendations.Partner with Manager, Finance Strategy, to create scheduled and ad hoc presentations and reports based on work requested from leadership.Support the Finance Strategy team's storytelling efforts by developing data-driven insights, leveraging data visualization tools and techniques, and developing clear and concise presentations that are easily understood by leadership and stakeholders.Prepare and support Board and select Management Committee reporting and presentations.Participate in regular strategy planning sessions with goal, enterprise and sub-initiative owners to maintain alignment of strategic objectives, targets and initiatives.Identify opportunities to leverage synergies across initiatives and provide ideas to drive impact from these collaborations.Support organizational change and learning by embracing new, flexible, and agile approaches to improve business performance and efficiency.Contribute to a culture of collaboration by actively working across business lines, communicating knowledge and strategy initiatives to business units.Support finance department-wide meetings, communications and initiatives, including Finance All Hand's, Monthly Business Reviews, and M-Team meetings.Construct financial model prototypes to support idea generation and financial analyses.*This role is responsible for ensuring business continuity.*QualificationsEquivalent combination of education and experience is considered.Bachelor's Degree in Business Administration, Accounting or Finance required.Minimum of two (2) years of relevant professional experience in consulting, financial services, banking or credit unions.Demonstrated data analysis skills and the ability to understand the business processes and data.Excellent interpersonal, oral and written communication and organizational skills required with ability to work with all management levels.Advanced experience in PowerPoint, Microsoft Word and Microsoft Office Excel. Experience in or strong willingness to learn Tableau is a plus.Concise, organized written communication and presentation skills (PPT), and able to prepare and summarize data effectively for managementExcellent troubleshooting and problem-solving skillsHigh degree of initiative and personal ownershipTime-managements kills and ability to prioritize in a changing environmentStrong interpersonal skills: ability to build and manage relationships with managers and to build relationships with senior managementSkill leading with diplomacy and tact while maintaining appropriate assertiveness and persistenceSkill influencing and building consensus with business partnersKnowledge of, and experience with, credit union or retail banking operationsDesign-thinking training or strong willingness for trainingExperience with key industry data providers, including Callahan & Associates and S&P Capital IQ is preferredWork EnvironmentWhile performing the duties of this job, the employee is regularly exposed to an indoor office setting with moderate noise.*Most roles require working in an office setting with moderate noise and the ability to lift 25 pounds.*TravelAbility to travel to various worksites and be on-call may be required.Special Message Regarding COVID 19PenFed is continuing to hire and train exceptional individuals to help us serve our 2 million members both here and around the world. In light of the current situation with novel coronavirus (COVID-19), we have modified our hiring, onboarding, training, and deployment protocols in order to comply with current local and state guidance around social distancing.About UsEstablished in 1935, PenFed today is one of the country's strongest and most stable financial institutions with over 2 million members and over $26 billion in assets. We serve members in all 50 states and the District of Columbia, as well as in Guam, Puerto Rico and Okinawa. We are federally insured by NCUA and we are an Equal Housing Lender. We are available to members worldwide, via the web, seven days a week, twenty-four hours a day.We provide our employees with a lucrative benefits package including robust medical, dental and vision plan options, plenty of paid time off, 401k with employer match, on-site fitness facilities at our larger locations, and more.Equal Employment OpportunityPenFed management will maintain and observe personnel policies which will not discriminate or permit harassment or retaliation against a person because of race, color, creed, age, sex, gender, gender identity, gender expression, religion, national origin, ancestry, marital status, military or veteran status or obligation, the presence of a physical and/or mental disability or medical condition, genetic information, sexual orientation, and all statuses protected by applicable state or local law in all recruiting, hiring, training, compensation, overtime, position classifications, work assignments, facilities, promotions, transfers, employee treatment, and in all other terms and conditions of employment. PenFed will also prohibit retaliation against individuals for raising a complaint of discrimination or harassment or participating in an investigation of same.PenFed will also reasonably accommodate qualified individuals with a disability so that they can apply for a job or perform the essential functions of a job unless doing so causes a direct threat to these individuals or others in the workplace and the threat cannot be eliminated by reasonable accommodation or if the accommodation creates an undue hardship to PenFed. Contact human resources (HR) with any questions or requests for accommodation at 240-224-4256.#LI-CM2

Similar jobs