Job description

Are you a strategic financial professional who enjoys transforming complex data into meaningful business insights and serving as a trusted advisor to business leaders? Become a Senior Financial Analyst at Royal Credit Union! In this role, you’ll partner with leaders across the organization to understand business needs, challenge assumptions, develop financial recommendations, and translate complex analysis into actionable decisions that strengthen financial performance. Why Royal? Member and Community Focused: We are dedicated to making a positive impact on our Members and the communities we serve, going beyond financial services to enrich lives and foster growth. Supportive Environment: Join a collaborative, values-driven workplace that is always evolving. We support each other and work together to achieve our goals. Professional Growth: We offer numerous opportunities for training and advancement, helping you continuously develop and advance your skills. Empowerment: We empower our team members to make decisions and drive initiatives that help our Members achieve their financial goals. Your ideas and contributions are valued and encouraged. Community Involvement: Engage with your local community through various initiatives and events, making a tangible difference where you live and work. Be part of something bigger. What You’ll Do: Serve as a strategic financial consultant to assigned business units by developing a deep understanding of their operations, goals, opportunities, and challenges. Lead increasingly complex financial and data analysis, budgeting and forecasting support, business case development, and reporting or visualization of financial information. Translate financial results and performance metrics into clear insights and actionable recommendations; challenge assumptions and help leaders evaluate alternatives, risks, and tradeoffs. Collaborate with senior leadership on large-scope projects, pricing and profitability decisions, and strategic initiatives. Our Commitment To You: Compensation: Eau Claire Market: $112,000 - $134,500 annually. St. Croix Valley/Minnesota Market: $128,900 - $154,800 annually. This is an exempt-level, salaried position. (candidates with significant related experience may be higher) Benefits: Royal is proud to take care of our team members and their families! In addition to our comprehensive medical, dental, and vision insurance plans, Royal offers a 5% 401k employer match, paid family and sick leave, vacation and sick time accruals, childcare reimbursement, tuition and student loan debt assistance, pet insurance, and much more! What’s Needed For This Position: Bachelor’s degree in business, accounting, finance, data science related field Five (5) years of experience working in Finance/Accounting or three (3) years of financial analyst experience at a Financial Institution. Expertise in financial services and financial concepts, including working knowledge of advanced or complex accounting principles, cost accounting, budgeting and forecasting, profitability analysis, and asset liability management concepts. Ability to perform a variety of complex tasks, exercise sound judgment, and develop practical recommendations for work that is complex in nature. Strong analytical, critical-thinking, and problem-solving abilities, with knowledge of data-mining tools and techniques, including Monarch and SQL. Skilled in financial modeling, budgeting and forecasting tools, data visualization, and financial technologies, with an expert understanding of Microsoft Excel. Able to connect detailed analysis to broader business strategy and clearly explain financial implications to non-financial audiences. Excellent written and verbal communication, interviewing, active listening, consultation, and presentation skills. Ability to build trusted relationships with business leaders, ask insightful questions, influence decisions, constructively challenge assumptions, and adapt communication for financial and non-financial audiences. Ability to write clear reports and business correspondence, present recommendations effectively, respond to questions from groups of leaders, and demonstrate a strong sense of customer service. Strong organizational and time-management skills, with the ability to establish priorities, work independently with minimal supervision, collaborate effectively in a team environment, and maintain meticulous attention to detail. Must be able to manage multiple deadlines, changing priorities, frequent interruptions, high work volumes, and time constraints while readily learning and using new technologies and Royal’s digital solutions. Must be bondable upon hire. We’d Love To See: Financial Institution experience Asset Liability Management (ALM) related experience or working knowledge Financial Data Analysis Experience (SQL, PowerBI, etc.) Work Schedule/ Location: Full-Time salaried position; Hours will generally be Monday through Friday, 8:00am – 5:00pm with occasional evening and weekend hours, as needed. This position is designed to support a highly collaborative and flexible work environment. Team members primarily work remotely while maintaining regular engagement with business partners and the Finance team. Periodic onsite attendance at Royal's Corporate Center in Eau Claire, Wisconsin is required for meetings, planning sessions, and other business needs. Frequency will vary based on organizational priorities and project demands. This position requires residency within Royal’s office footprint of WI/MN Training: Prior to starting a normal work schedule, new Royal team members must attend Foundation Training at our Corporate Center in Eau Claire, WI from 9:00am - 4:30pm on Monday and Tuesday during their first week of employment. Out of town learners will be reimbursed costs related to travel and lodging. o Foundation Training covers fundamental information about Royal’s culture and core values which sets the stage for team members to be successful within our organization. Ready to make a positive impact? APPLY NOW if you are ready to take on this exciting challenge to contribute to our mission and become a part of the Royal Credit Union family!

Requirements

Must-haves

Member and Community Focused: We are dedicated to making a positive impact on our Members and the communities we serve, going beyond financial services to enrich lives and foster growth.
Supportive Environment: Join a collaborative, values-driven workplace that is always evolving. We support each other and work together to achieve our goals.
Professional Growth: We offer numerous opportunities for training and advancement, helping you continuously develop and advance your skills.
Empowerment: We empower our team members to make decisions and drive initiatives that help our Members achieve their financial goals. Your ideas and contributions are valued and encouraged.
Community Involvement: Engage with your local community through various initiatives and events, making a tangible difference where you live and work. Be part of something bigger.
Bachelor’s degree in business, accounting, finance, data science related field
Five (5) years of experience working in Finance/Accounting or three (3) years of financial analyst experience at a Financial Institution.
Must be bondable upon hire.
Financial Institution experience
Asset Liability Management (ALM) related experience or working knowledge
Financial Data Analysis Experience (SQL, PowerBI, etc.)
Full-Time salaried position; Hours will generally be Monday through Friday, 8:00am – 5:00pm with occasional evening and weekend hours, as needed.
This position is designed to support a highly collaborative and flexible work environment. Team members primarily work remotely while maintaining regular engagement with business partners and the Finance team.
This position requires residency within Royal’s office footprint of WI/MN
o Foundation Training covers fundamental information about Royal’s culture and core values which sets the stage for team members to be successful within our organization.
Ready to make a positive impact? APPLY NOW if you are ready to take on this exciting challenge to contribute to our mission and become a part of the Royal Credit Union family!

Nice-to-haves

None flagged.

Application prep

Use the role’s language and application details while tailoring your materials.

Keywords to mirror

sql

Platform: dayforce
Effort: medium

Benefits

Benefits detected in the listing.

Dental

Vision

401k