Summary
The Financial and Data Analyst will play a key role in supporting Superior Choice Credit Union’s financial health and strategic growth. This position is responsible for analyzing financial data, preparing reports, and providing insights that guide decision-making across the organization. The ideal candidate combines strong analytical skills with a commitment to SCCU’s member-focused values.
Responsibilities
- Analyze financial statements, budgets, and operational data to identify trends and variances.
- Prepare monthly, quarterly, and annual financial reports for management and the Board.
- Develop financial forecasts and models to support strategic planning and lending decisions.
- Monitor key performance indicators (KPIs) and recommend actions to improve profitability and efficiency.
- Assist in asset/liability management and liquidity analysis.
- Conduct cost-benefit analyses for new products, services, and branch initiatives.
- Support regulatory compliance by ensuring accurate reporting and documentation.
- Collaborate with lending, operations, and executive teams to provide financial insights for business decisions.
- Exhibit a positive attitude toward Credit Union initiatives and mission statement, supporting member acquisition and retention
Qualifications
- Two to four years of similar or related experience
- (1) a bachelor’s degree in Finance, Accounting, Economics, or related field or (2) relevant work experience
- Ability to work in a team environment as well as independently
- Ability to use office technology such as a computer, internet, email, and other office related software
- Ability to work in an office environment for at least 8 hours per day
- Reliable and have the ability to complete tasks in a timely manner when working remotely
- Advanced proficiency in Microsoft Office
- Must be well organized and detail oriented
- Must demonstrate excellent written and verbal communication skills
- Ability to work independently with minimum supervision
- Strong proficiency in Excel and financial modeling; experience with data visualization tools a plus
- Excellent analytical, problem-solving, and communication skills
About the Organization
Superior Choice Credit Union is your friendly local financial institution, serving communities for the past 92 years. SCCU gleefully employs over 150+ team members, dedicated to providing superior service to over 40,000 credit union members across 12 branches in the Wisconsin/Minnesota area. Learn more at superiorchoice.com.
How to Apply