Job Openings

Senior Financial Analyst- Chelmsford

Job ID: BH331535

Category: Senior Financial Analyst, Financial Analyst

Specialty: Accounting & Finance

Senior Financial Analyst-Chelmsford


Must have:

  • Bachelor’s degree in accounting/finance or related work experience.

  • Public Accounting Exp

    CPA or CFA

    Banking or CU

    Must have Capital Planning and Stress Test Experience (CPST and DFAST)

  • Proficient with Microsoft applications     


Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • Exercises credit union policies, procedures and controls to the accounting/finance department.

  • Prepares and analyzes monthly, quarterly, and annual reporting requirements.

  • Responsible for the ALM model, assumptions, and reports.

  • Provides robust statistical analytics to support portfolio modeling, member behavior, pricing sensitivity, pricing studies. Continuously improves analytical capability of the team to provide insightful and relevant recommendations to drive business decision making.

  • Reviews financial statements and related comprehensive analyses for variances and trends.

  • Be able to independently analyze and summarize the impacts of new and/or proposed accounting guidance, processes and procedures.

  • Be innovative in collaborating with other departments to develop effective financial data and reports from various systems.

  • Ability to dissect raw accounting data into a summarized analysis.

  • Ability to perform research on current and new accounting and/or finance related issues.

  • Enhances, improves, and maintains written procedures for the accounting department.

  • Initiates, develops and maintains financial and operational accounting efficiencies.

  • Engages all accounting/finance personnel to understand and apply regulatory and accounting controls, policies, and procedures.

  • Provides innovative ideas to the accounting/finance department as well as improve efficiencies to various aspects of the department.

  • Supports the supervision of the accounting staff.

  • Serves as a primary resource for other areas of the credit union to explain to them accounting/finance transactions, reporting requirements and/or any accounting/finance discrepancies.

  • Assists in the coordination and preparation of third party audit and review materials.

  • Leads the implementation of changes in accounting/finance changes (for systems and reporting) as well as the implementation of new accounting standards and policies.

  • Performs ad hoc projects and analyses for credit union management.

  • Performs other job-related duties as assigned.

  • Manages and responsible for the professional development of Financial Analysts

  • Completes all required Bank Secrecy Act related training annually and maintain knowledge of current BSA policies, specifically those related to cash handling (CTR filing) and identifying and reporting possible suspicious activity.

  • Perform other job-related duties as assigned by Managers(s).

Other Duties:

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.



The Planet Group of Companies is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

Type: Direct

Location: Marlboro, Massachusetts