Financial Planning and Analysis Analyst - Endwell, NY

We're in the business of people helping people and we can help you change lives just by working here. Whether it’s helping a member make a transaction, buy their first home, or improve their financial wellness one step at a time, you have an impact on their lives, no matter what your position may be. Work with us and be part of something bigger than banking.

Benefits Pension Plan, 401(k) Plan with company match Flexible Paid Time Off (PTO), Volunteer Time Off (VTO), and Wellness Time Off (WTO) 10+ paid holidays per year Lifestyle Spending Account stipend for wellness, caregiving, or personal expenses such as student loans and tuition reimbursement Employee recognition program ...and more! Excellent health benefits Title of Position Financial Planning and Analysis Analyst Position Overview As an FP&A Analyst, you will support the credit union’s financial planning, forecasting, budgeting, and financial analysis functions. This role provides forward‑looking financial insights to support balance sheet management, funding strategy, and strategic initiatives, while partnering closely with Finance leadership and Deposit Strategy.

Position Type Full‑time (40 hours/week). Regular shifts are Monday to Friday, 8:00 AM to 5:00 PM. Compensation Range $28.00/hr. – $36.50/hr. *Hiring rates may depend on factors such as years of directly related experience, education, geographic location, or special skills.* Location On‑site at our Corporate Headquarters in Endwell, NY.

Equal Employment Opportunity At Visions, we treat all employees fairly and with complete respect, regardless of race, ethnicity, gender, or any other differences. We celebrate our diversity and ensure a welcoming environment. At this time, Visions Federal Credit Union will not sponsor a new applicant for employment authorization or offer any immigration‑related support for this position.

Responsibilities/Duties Maintain and support the financial budgeting model, including assumptions documentation, scenario analysis, and variance reporting. Assist business partners by responding to budgeting questions and coordinating accurate, timely budget inputs. Support financial planning and forecasting processes, including variance analysis and reporting.

Prepare ad‑hoc financial analysis related to income‑statement performance, balance‑sheet trends, and liquidity. Prepare ad‑hoc financial analysis and materials for ALCO, executive management, and internal committees. Collaborate with the Deposits and Payments Department by providing analytical support for deposit initiatives, pricing strategies, and growth scenarios.

Analyze the financial impact of investment activity, wholesale funding strategies, and balance‑sheet changes to support liquidity and ALM decision making. Support liquidity stress testing activities and provide backup support for ALM modeling and reporting under the direction of Finance leadership. Provide departmental backup coverage as needed.

Respond effectively to changing ideas, responsibilities, expectations, trends, strategies, and other processes. Demonstrate a commitment to diversity, equity, inclusion, and belonging through continuous development, modeling inclusive behaviors, and proactively managing bias. Perform other duties needed to help fulfil our mission, drive our strategy, and support our organization’s values.

Minimum Qualifications & Experience Associate’s degree in Financial, Accounting, or Business‑related discipline required with 1–3 years of relevant experience. 3–5 years of relevant experience will be considered in lieu of a degree. High level of Excel proficiency required. Proficient in the Microsoft Office Suite programs.

Proficient with standard office equipment such as computers, phones, photocopiers, filing cabinets, and PCs. Visions remains committed to the aspects of diversity and inclusion and will consider alternative education and experience. Preferred Qualifications & Experience Bachelor’s Degree.

Experience with using derivative instruments. Demonstrated experience using advanced Excel to develop and maintain complex financial models supporting forecasting and scenario analysis. Qualified candidates will be required to complete a skills assessment as part of the interview process.

We make Visions matter. You can, too. #ClaimYourSeat Equal Opportunity Employer Equal Opportunity Employer / Protected Veterans / Individuals with Disabilities. This employer is required to notify all applicants of their rights pursuant to federal employment laws.

For further information, please review the Know Your Rights notice from the Department of Labor. #J-18808-Ljbffr