If you are motivated and believe in the credit union philosophy of "People Helping People," join our team!
Position Overview:
The role focuses on performing accurate project financial analysis for projects over the defined baseline amount in investments as well as analyzing financial impacts for material contract renewals. Support leadership by providing better financial data to make sound investment decisions to support SECU’s liquidity goal. The role is crucial in overseeing the financial aspects of various projects for all of SECU by collaborating with cross functional teams to monitor actual project spend against approved project budget to prevent overspending.
Essential Responsibilities:
Note: Please include the weighted % for each responsibility. Each responsibility should be weighted at least 10%. This list is not intended to be exhaustive but should represent actions which lead to a business result. Please include highest priority first, descending in importance/impact. Limit responsibilities to 6 bullet points.
- 30% Perform financial analysis and create business case for projects. Understanding and comparing current to future costs in both Cash and Profit & Loss view, perform net cash flow, net present value, internal rate of return, payback period, cost avoidance and incremental earnings analysis.
- 30% Perform financial analysis and create business cases for contract Renewals. Understanding and comparing current to future costs in both Cash and Profit & Loss view, perform net cash flow, net present value, internal rate of return, payback period, and cost avoidance analysis. (Weighted %) Description of responsibility
- 20% Collaborate with Project Managers and/or project owners to ensure project forecast is accurately updated monthly. Oversee actual spend and ensure expenses are being charged towards respective projects and processed by accounting team accurately. Investigate expense discrepancies as necessary.
- 15% Perform Post Project Implementation analysis and review. Review all invoices, gathering actual spend, resource utilization and project implementation timeline information and compare against original approved business case. Prepare power point slide to explain main cause of variances to leadership.
- 5% Prepare monthly project spend variance report, create and close project codes in Workday as necessary & other ad hoc analysis
Required Education & Experience (Knowledge, Skills, & Abilities):
- 2 years related experience required
- Bachelor’s degree in accounting, Finance or related fields
- Familiar with Cash and Profit & Loss analysis
- Familiar with NPV, IRR, Payback period, ROI analysis
- Familiar with capitalization, depreciation, amortization asset lifecycle accounting principles
- Experience in financial budgeting, forecasting and variance analysis
- Experience in financial analysis, preferably in project finance
- Experience in creating various monthly reports
- Experience in process simplification/improvements
- Experience in financial modeling
- Proficient in Microsoft Excel. PowerPoint, and other basic software products
- Ability to collaborate effectively with cross-functional teams
- Ability to work under pressure and meet tight deadlines and work through multiple iterations of work when necessary.
- Ability to synthesize financial information into concise, insightful and actionable recommendations
- Excellent communication and presentation skills
- Excellent quantitative and analytical problem-solving skills
- Exceptional attention to detail related to providing accurate and timely data
- Must possess strong judgement, professional maturity and personal integrity
- Must Possess strong interpersonal, verbal and written communication skills
- Comfortable interacting with and presenting to all levels of management
Preferred Education & Experience (Knowledge, Skills, & Abilities):
- 2-5 Years of related experience
- Proficient in Workday Financial Tool
- Proficient in Clarity Project Management Tool
- Experience creating dashboards in PowerBI
- Knowledge of project management principles and practices
- MBA or similar degree
Job Environment & Physical Requirements:
- Hybrid expectations
- Sitting for prolonged periods
- Telephone for prolonged periods
- Computer for prolonged periods
SECU provides equal employment opportunity to all qualified persons regardless of race, color, religion, age, sex, sexual orientation, gender identity, national origin, genetic information, disability, veteran status, or other classification protected by law.
Disclaimer
State Employees' Credit Union reserves the right to fill this role at a higher/lower level based on business need.
Skills Required
- 2 years related experience
- Bachelor's degree in Accounting, Finance or related field
- Familiar with Cash and Profit & Loss analysis
- Familiar with NPV, IRR, Payback period, ROI analysis
- Familiar with capitalization, depreciation, amortization and asset lifecycle accounting principles
- Experience in financial budgeting, forecasting and variance analysis
- Experience in financial analysis, preferably in project finance
- Experience in creating various monthly reports
- Experience in process simplification/improvements
- Experience in financial modeling
- Proficient in Microsoft Excel, PowerPoint, and other basic software products
- Ability to collaborate effectively with cross-functional teams
- Ability to work under pressure and meet tight deadlines
- Ability to synthesize financial information into concise, actionable recommendations
- Excellent communication and presentation skills
- Excellent quantitative and analytical problem-solving skills
- Exceptional attention to detail
- Strong judgment, professional maturity and personal integrity
- Strong interpersonal, verbal and written communication skills
- Comfortable interacting with and presenting to all levels of management
- 2-5 years of related experience
- Proficient in Workday Financial Tool
- Proficient in Clarity Project Management Tool
- Experience creating dashboards in Power BI
- Knowledge of project management principles and practices
- MBA or similar degree
SECU Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about SECU and has not been reviewed or approved by SECU.
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Retirement Support — Immediate 100% vesting and a 200% employer match on employee 401(k) contributions from 1–5% of pay (up to a 10% employer match) stand out. This level of support is described as unusually rich among financial‑services employers.
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Leave & Time Off Breadth — 11 paid holidays plus 16 floating‑holiday hours, paid parental and caregiver leave, bereavement and volunteer time, and PTO that can reach 32 days per year with carryover up to 280 hours. These provisions provide predictable time off and flexibility across life events.
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Healthcare Strength — Medical (PPO or HDHP) with HSA/FSA options, dental including a minor‑child orthodontia option, and vision are available for employees and eligible dependents. Employer‑paid basic life/AD&D and short‑term disability, with subsidized long‑term disability, add robust income protection.
SECU Insights
What We Do
Even though we're North Carolina's largest credit union, we're still just "people helping people." We currently serve over 2.6 million members through more than 270 branch offices - and growing! Members have 24/7 access to account services from over 1,100 ATMs, as well as via phone, our website, and the SECU Mobile App. Since 1937, we've provided financial services to employees of the State of North Carolina, public boards of education, and employees of associations formed for the benefit of State employees, as well as their immediate family members. We are the trusted provider of financial services for millions of members. And, according to Forbes Magazine, we're the best credit union in North Carolina. State Employees' Credit Union (SECU) is an Equal Housing Opportunity lender and federally insured by NCUA. SECU provides equal employment opportunity to all qualified persons regardless of race, color, religion, age, sex, sexual orientation, gender identity, national origin, genetic information, disability, veteran status, or other classification protected by law.
