Finance Transformation Analyst
US-VA-McLean
Careers (External)
Req #: 10847
Type: Full-Time
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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.
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