Sr FP&A

Monitor key financial metrics, cash flow, capital adequacy, and balance sheet trends while identifying risks and recommending mitigation strategies. This position will serve as a strategic finance partner responsible for Asset Liability Management (ALM), balance sheet management, financial forecasting, and risk analysis .

Senior FP&A Analyst

Location:Hybrid – South Bend, Indiana (2 days onsite / 3 days remote)
Salary:$80,000 – $120,000

Position Overview

We are seeking a Senior FP&A Analyst to join a growing credit union in South Bend, Indiana. This position will serve as a strategic finance partner responsible for Asset Liability Management (ALM), balance sheet management, financial forecasting, and risk analysis. The ideal candidate will be a self-starter who enjoys working independently while providing meaningful financial insights and recommendations to executive leadership.

Key Responsibilities

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• Lead the Asset Liability Management (ALM) process by analyzing interest rate risk, liquidity risk, and overall balance sheet performance.
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• Develop financial models, forecasts, and scenario analyses to support strategic planning and executive decision-making.
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• Monitor key financial metrics, cash flow, capital adequacy, and balance sheet trends while identifying risks and recommending mitigation strategies.
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• Prepare and present financial reports, ALM analysis, and recommendations to executive leadership and the Asset Liability Committee (ALCO).
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• Partner with accounting and finance leadership on budgeting, forecasting, and long-range financial planning initiatives.
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• Analyze interest rate sensitivity and provide recommendations that strengthen profitability while minimizing financial risk.
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• Support regulatory reporting and ensure compliance with financial reporting standards and credit union regulations.
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• Continuously improve reporting processes, financial models, and analytical tools to drive efficiency and better business decisions.
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Qualifications

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• Bachelor's degree in Finance, Accounting, Economics, or a related field.
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• 3+ years of experience in FP&A, treasury, banking, credit union, wealth management, insurance, or financial services.
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• Hands-on experience with Asset Liability Management (ALM) and balance sheet management.
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• Strong understanding of interest rate risk, liquidity management, and financial risk mitigation.
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• Advanced Excel and financial modeling skills.
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• Excellent communication and presentation skills with the ability to confidently present findings to executive leadership.
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• Ability to work independently while collaborating effectively across departments.
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• CFA, CTP, or other financial certifications are a plus.
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Compensation & Benefits

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• Salary: $80,000 – $120,000
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• Hybrid schedule: 2 days onsite in South Bend, Indiana, with flexibility to work remotely the remainder of the week.
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• Comprehensive benefits package
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• Bonus eligibility
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• Excellent opportunity for career advancement within a growing organization
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• High visibility with executive leadership and the opportunity to influence strategic financial decisions.
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