Overview
Are you looking to take your career from good to great? As an employee of PenFed, every day is an opportunity to thrive, and be part of a team working to ensure our organization is providing world class service to our members, employees, and our communities. We exist to help our members realize their full potential, educate and encourage their dreams, and make every effort to follow our mission and help our members "do better." Joining PenFed is more than being an employee; it's about being a part of the PenFed family.
PenFed is hiring a (Hybrid) Finance Transformation Analyst at our Tysons, Virginia location. The primary purpose of this role is to provide a strong finance and technology mindset, with the ability to identify gaps, recommend process change, develop system requirements, and redesign finance processes through data driven insights. The role will function as an Analyst, partnering with Finance leadership and other business partners, to ensure business areas are processing activities in an optimal manner, identify opportunities for simplification, eliminate duplication of effort, and assess appropriate balance of risk and control. In addition, this position will establish operational objectives and work plans as well as apply knowledge of many disciplines including, business process analysis, performance benchmarking, change management, risk management/control and rationalization techniques all driving towards credit union improvement and delivery of the member experience.
Responsibilities
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. This is not intended to be an all-inclusive list of job duties and the position will perform other duties as assigned.
Support the execution of the Finance Transformation program roadmap consisting of cross-functional activities and projects, and drive execution milestone deliverables with the ability build relationships and connectivity.
Under direction of Manager, Finance Transformation, support the execution of projects to optimize all elements of the finance organization including but not limited to: Business Process Modernization, Shared Services Implementation, Business Case Development, Finance Automation, Finance Technology Selection, Implementation & Deployment.
Proactively engage and collaborate with functional leaders, process owners, system users, and business leadership across the company to ensure that assessment, requirements-gathering, design, and implementation activities are developed, implemented, and validated with stakeholder input.
Build, maintain, and enhance Tableau Data Visualizations and Dashboards by utilizing or modifying SQL & Python where applicable.
Identify opportunities to apply process automation as well as advanced technology and data management technologies.
Analyze financial and operational data to uncover insights, inefficiencies, and trends that support initiatives.
Adhere to project plans, track action items, issues, and risks including follow up on items with appropriate parties to ensure their resolution and/or escalate issues in a timely fashion.
Provide expert knowledge to change consultants and support the change management elements of the finance transformation to ensure that the changes are sustainable throughout the organization.
Support the development of Finance/Accounting metrics associated with core projects to support management, financial and regulatory reporting.
Support the development of documentation, procedures, and applicable training materials for new departmental processes.
Prepare presentations and memos for stakeholders and team members.
Provide ongoing support, training, and troubleshooting for data and analytic solutions.
Qualifications
Equivalent combination of education and experience is considered.
Bachelor's Degree in Finance, Accounting, Economics, Data Analytics, Computer Science or related field.
Minimum of two (2) years of relevant professional experience in business analysis, finance transformation or finance operations within a corporate environment, banks or credit union.
Minimum of two (2) years' experience implementing finance applications, loan applications and/or ERP and Finance systems.
Proven experience of Tableau and SQL and/or Python for data analysis and reporting.
Demonstrate data analysis skills and the ability to understand business processes and data.
Excellent interpersonal, oral, and written communication and organizational skills required with ability to work with all management levels.
Knowledge of project management methodology, processes, tools, scope management, financial tracking, scheduling, and resource management. Ability to support multiple projects simultaneously and implement changes in project direction.
Advanced experience in Microsoft Word and Microsoft Excel.
Experience in the development of deliverables and reports and ability to condense highly technical subject matter into clear and effective communications.
High degree of initiative and personal ownership.
Supervisory Responsibility
This position will not directly supervise employees.
Licenses and Certifications
There are no additional certifications required.
Work Environment
While performing the duties of this job, the employee is regularly exposed to an indoor office setting with moderate noise.
Most roles require working in an office setting with moderate noise and the ability to lift 25 pounds.
Travel
Ability to travel to various worksites and be on-call may be required.
About Us
Established in 1935, PenFed today is one of the country's strongest and most stable financial institutions with over 2.9 million members and over $31 billion in assets. We serve members in all 50 states and the District of Columbia, as well as in Guam and Puerto Rico. We are federally insured by NCUA and we are an Equal Housing Lender. We are available to members worldwide, via the web, seven days a week, twenty-four hours a day. We provide our employees with a lucrative benefits package including robust medical, dental and vision plan options, plenty of paid time off, 401k with employer match, on-site fitness facilities at our larger locations, and more. Equal Employment OpportunityPenFed management will maintain and observe personnel policies which will not discriminate or permit harassment or retaliation against a person because of race, color, creed, age, sex, gender, gender identity, gender expression, religion, national origin, ancestry, marital status, military or veteran status or obligation, the presence of a physical and/or mental disability or medical condition, genetic information, sexual orientation, and all statuses protected by applicable state or local law in all recruiting, hiring, training, compensation, overtime, position classifications, work assignments, facilities, promotions, transfers, employee treatment, and in all other terms and conditions of employment. PenFed will also prohibit retaliation against individuals for raising a complaint of discrimination or harassment or participating in an investigation of same. PenFed will also reasonably accommodate qualified individuals with a disability so that they can apply for a job or perform the essential functions of a job unless doing so causes a direct threat to these individuals or others in the workplace and the threat cannot be eliminated by reasonable accommodation or if the accommodation creates an undue hardship to PenFed. Contact human resources (HR) with any questions or requests for accommodation at 402-639-8568.
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