Description
Financial Analyst Benefit Highlights
- Hybrid work schedule (three days in office and two remote)
- Paid vacation, personal, sick, holiday, volunteer & birthday time off
- 401(k) with 6% match and 4% profit-sharing contribution
- Top-notch health insurance, dental, and vision
- HSA, Flexible spending plans, life insurance, and short-term/long-term disability coverage
Starting Wage: $54,512/year, based on experience
Location: Kalamazoo, MI
About The Role
The Financial Analyst helps drive Arbor's financial success by transforming complex financial and statistical data into actionable recommendations that support growth, profitability, and strategic initiatives. This role collaborates with leaders, departments, and external partners to position the credit union for long-term success while enhancing the financial wellbeing of our members.
Where You’re Headed
Grow right where you are – opportunities for promotion to Senior Financial Analyst are available. You’ll also build valuable experience that can open doors to future leadership roles in Payment Systems, Card Services, or Accounting.
What You’ll Do
- Analyze financial, statistical, and industry data to identify trends, develop forecasts, and provide recommendations that support strategic decision-making
- Prepare and maintain financial analyses, budgets, and recurring reports/processes
- Monitor and support the credit union's asset liability management, investment portfolio, liquidity, and overall financial performance
- Conduct financial modeling, ratio analysis, what-if analyses, and competitive market research to help guide pricing and business decisions
- Present financial insights, findings, and recommendations to leadership
- Partner with internal departments (including cross-functional initiatives), vendors, auditors, and external partners
- Maintain compliance with applicable regulations, policies, and reporting requirements
Is This You?
- Bachelor's degree in accounting or equivalent combination of education and experience
- 3+ years accounting-related experience, with strong accounting knowledge
- Financial services industry experience
- Ability to synthesize information into clear, concise recommendations
- Results orientation with strong organization, prioritization, project management, problem solving, and analytical skills
- Excellent oral and written communication skills
- Strong interpersonal and relationship-building skills, with ability to effectively manage vendor relationships
- Professionalism in conduct, communication, and appearance
- Ability to be bonded
- Preferred But Not Required: Payment systems and card services knowledge; experience with CECL, ALM, profitability analysis, investment or regulatory reporting
Why Join Arbor?
For over 90 years, Arbor Financial Credit Union has helped members and employees thrive. We’ve built a workplace grounded in our core values: Work Together, Do the Right Thing, Be Creative, and Have Fun. Here, you’ll enjoy meaningful work, growth opportunities, caring teams, and great benefits. Visit our website to discover what makes us exceptional and apply in minutes: www.arborfcu.org/careers.
Skills Required
- Bachelor's degree in accounting or equivalent combination of education and experience
- 3+ years of accounting-related experience
- Strong accounting knowledge
- Financial services industry experience
- Ability to synthesize information into clear, concise recommendations
- Strong organization, prioritization, project management, problem-solving, and analytical skills
- Excellent oral and written communication skills
- Strong interpersonal and relationship-building skills
- Ability to effectively manage vendor relationships
- Professionalism in conduct, communication, and appearance
- Ability to be bonded
- Payment systems and card services knowledge
- Experience with CECL, ALM, profitability analysis, investment, or regulatory reporting
What We Do
Arbor Financial Credit Union is a not-for-profit, member-owned financial cooperative serving families and businesses across West and Southwest Michigan. Founded as the Kalamazoo School Employees Credit Union, it now offers banking and lending products including checking, savings, mortgages, auto loans, and small-business loans. The organization focuses on helping members improve their financial well-being while reinvesting in the communities it serves.
