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Job · Phoenix, AZ · Remote

Financial Analyst

Arizona Financial Credit Union · Public & Societal Benefit · $225.9M budget · 785 staff · Since 2022

Why Arizona Financial Credit Union

FY2024 · Form 990Its mission and biggest programs, as filed

Promotes saving and offers loans to members.

  • Azfcu is a state chartered cooperative association organized for the purpose of promoting thrift among and creating a source of Credit for its members. The Credit Union provides mortgage, vehicle and other consumer and commercial loans to its members. The…
  • Azfcu offers Credit life and disability insurance to its members when they finance a vehicle or open a Credit card. This insurance would pay off the loan in the case of a death or disability. Azfcu offers auto warranties at…

Before you apply

FY2024 · Form 990Independent: from IRS data, not the org
Pays its leaders
$385K–$778K
12 officers reported
Fine: from the org's Form 990.
Pt VII · Sec A
Budget
$197.2M
spent in FY2024
Fine: from the org's Form 990.
Pt I · Ln 18
Staff
785
employees
9 volunteers
Fine: from the org's Form 990.
Pt I · Ln 5–6
Surplus or deficit
+13%
of revenue, FY2024
Looks good: revenue was at least expenses in the latest filing.
Pt I · Ln 19
Cash reserves
21 mo
of spending, in cash and securities
Looks good: 20.6 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file
IRS status
501(c)(14)
tax-exempt since 2024
Looks good: listed by the IRS.
IRS BMF
Looks goodFineWorth a lookConcernTap a box for the reason.

About the role

The org's own posting, as written

Description Job Summary Overview The Financial Analyst supports the Finance Department through recurring financial reporting, budgeting and forecasting, profitability analysis, financial modeling, liquidity management, asset/liability management (ALM), interest rate risk (IRR) analysis, pricing analysis, and other analytical initiatives. Working under the direction of the VP of Finance and in partnership with the Strategic Finance Manager, the Financial Analyst prepares reports, analyzes financial and operational data, develops financial models, supports forecasting activities, and assists with enterprise decision-making through accurate and timely analysis.

The position provides support for management reporting, ALCO reporting, Board reporting, budgeting, profitability analysis, liquidity management, capital planning, enterprise risk reporting, and other Finance Department responsibilities. The Financial Analyst is expected to develop analytical expertise across multiple Finance disciplines while providing professional and timely support to internal business partners. Essential Job Functions Collaborates across business lines and communicates effectively with internal and external stakeholders. Assists in preparing timely and accurate financial reports for management, committees, and the Board of Directors.

Assists in the preparation of monthly financial reporting packages, ALCO materials, pricing analyses, investment reporting, profitability reporting, and other recurring Finance deliverables. Performs income and expense variance analysis and assists with earnings, balance sheet, capital, and liquidity forecasting. Supports product, channel, portfolio, and organizational profitability reporting and analysis. Supports pricing analysis and recommendation development for deposit, lending, and fee-based products. Assists with business case development, ROI analysis, financial feasibility studies, and scenario modeling for products, projects, and strategic initiatives.

Supports liquidity management activities through daily, monthly, and quarterly cash flow forecasting and monitoring. Assists with ALM and IRR modeling, including data preparation, validation, assumption maintenance, documentation, and results analysis. Supports investment accounting, investment reporting, collateral maintenance, and related reconciliations. Assists in the annual budgeting process, ongoing financial forecasting, and budget reporting. Develops and maintains financial models, reports, dashboards, and analytical tools used to support decision making.

Validates source data, investigates variances and anomalies, and maintains appropriate documentation supporting Finance processes and analyses. Assists with enterprise risk reporting, CECL monitoring, audit support, regulatory examinations, policy reviews, and other compliance-related activities. Cross-trains across Finance Department responsibilities and provides backup support for recurring functions. Acquires and applies…

Read the full posting

About Arizona Financial Credit Union

From its Form 990

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