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About the Role

Visions Federal Credit Union is seeking a detail-oriented Financial Planning and Analysis Analyst to support budgeting, forecasting, financial reporting, and strategic analysis. This role provides forward-looking financial insights to support balance sheet management, liquidity planning, deposit strategy, and key organizational decisions.

Responsibilities

• Maintain and support financial budgeting models, including assumptions documentation, scenario analysis, and variance reporting.
• Partner with business leaders and Finance leadership to gather budget inputs, answer budgeting questions, and support timely, accurate planning processes.
• Prepare financial analysis related to income statement performance, balance sheet trends, liquidity, investments, and funding strategies.
• Develop reports, analysis, and materials for ALCO, executive leadership, and internal committees.
• Collaborate with Deposit Strategy and other internal partners to support deposit initiatives, pricing strategies, and growth scenarios.
• Support liquidity stress testing and provide backup support for ALM modeling and reporting.

Requirements

• Associate’s degree in finance, accounting, business, or a related field, plus 1–3 years of relevant experience; 3–5 years of relevant experience may be considered in lieu of a degree.
• High level of proficiency in Microsoft Excel, including the ability to work with detailed financial models and data analysis.
• Proficiency with Microsoft Office programs and standard office technology.
• Strong analytical, organizational, time management, and communication skills.
• Bachelor’s degree, experience with derivative instruments, and advanced Excel modeling experience are preferred.
• Visions Federal Credit Union will not sponsor a new applicant for employment authorization or offer any immigration related support for this position.

Skills

• Microsoft Excel
• Microsoft Office programs
• Analytical skills
• Organizational skills
• Time management skills
• Communication skills
• Advanced Excel modeling experience

Location

• Endwell, NY

Work Type

• On-site

Experience Level

• 1-3 years of relevant experience
• 3-5 years of relevant experience

Education Level

• Associate’s degree in finance, accounting, business, or a related field
• Bachelor’s degree

Salary/Compensations

• $28.00/hr. - $32.00/hr.

Benefits

• Retirement benefits – pension plan, 401(k) with employer match
• Excellent health benefits – medical, dental, vision, and supplemental coverage
• Flexible Paid Time Off (PTO), Volunteer Time Off (VTO), and Wellness Time Off (WTO)
• 10+ paid holidays per year
• Lifestyle Spending Account (LSA) stipend for wellness, caregiving, or personal expenses such as student loan repayment and tuition reimbursement
• Employee recognition program

About the Company

• We're in the business of people helping people, and you can help us make an impact on our members’ lives and in your community.
• At Visions, we do, and will continue to, treat all of our employees fairly and with complete respect, and we strive to celebrate the diversity of our employees.
• Our mission is to MAKE VISIONS MATTER.
• To our members, we will provide value and relevance.
• To our employees, we will be a premier organization and provide opportunities for career advancement.
• To our community, we will be a leader and provide a positive impact.
• At Visions, we’re an organization with Integrity that builds Community, provides exceptional Service to all, and continually strives to earn your Trust.
• We make Visions matter. You can, too. #ClaimYourSeat

Equal Opportunity

• At Visions, we do, and will continue to, treat all of our employees fairly and with complete respect, and we strive to celebrate the diversity of our employees.