Banking That’s Good. For You.™
Senior Financial Analyst
Location
New York
Posted
3 days ago
Salary
$94.3K - $114.3K / year
Seniority
Senior
Job Description
Senior Financial Analyst
Quorum Federal Credit Union
• Facilitate the development and consolidation of forecasts and long-range financial plans. • Analyze variances and provide clear, actionable recommendations to business leaders. • Partner with department leaders to evaluate assumptions and improve financial predictability. • Develop dashboards, models, and reporting tools to support decision-making. • Leverage advanced analytics, financial technologies, and emerging AI tools to enhance forecasting, automate reporting, and improve decision-making. • Identify opportunities to integrate automation, machine learning models, or data visualization tools to drive efficiency and deeper financial insights. • Support balance sheet strategy, including liquidity planning, cash management, and investment portfolio. • Assist in interest rate risk modeling and financial scenario analysis. • Provide recurring and ad hoc analysis to guide financial performance and capital allocation. • Facilitate enterprise risk management (ERM) program and semi-annual risk assessments. • Collaborate with business units to identify, assess, and mitigate financial and operational risks. • Enhance risk reporting frameworks and ensure alignment with organizational objectives. • Evaluate and support business investments through ROI modeling, cost-benefit analysis, and ongoing performance tracking, while delivering product-level profitability insights to inform pricing, growth, and strategic decision-making. • Perform general ledger analysis, reconciliation, and ensure integrity of financial data. • Maintain and update financial policies, procedures, and internal controls. • Ensure compliance with GAAP, regulatory requirements, and internal standards. • Partner with leaders across the organization to deliver financial insights and recommendations. • Communicate complex financial concepts clearly to non-financial stakeholders. • Promote a collaborative, service-oriented work environment. • Stay informed of industry trends, regulatory changes, and emerging technologies. • Identify opportunities to improve processes, reporting capabilities, and financial performance.
Job Requirements
- Bachelor’s degree in Finance, Accounting, or related field
- 3–5+ years of experience in finance, accounting, or treasury functions
- Credit union, Banking, or risk management related experience is a plus
- Strong analytical, problem-solving, and financial modeling skills
- Ability to manage multiple priorities independently and meet tight deadlines
- High level of integrity, professionalism, and attention to detail
- Advanced proficiency in Excel; working knowledge of financial systems and reporting tools
- Experience using data analytics, financial technology platforms, or AI-driven tools (e.g., Power BI, Tableau, Python, SQL, or similar) to support financial modeling, forecasting, and reporting
Benefits
- Excellent health insurance packages with a Health Reimbursement Account option
- Life, AD&D, Short-Term Disability and Travel Insurance
- 401k plan with company match dollar for dollar up to 6 percent*
- Generous time-off policy with paid time off (PTO), volunteer time off (VTO), birthday PTO, and company-observed holidays
- Monthly stipend for wellness activities and mental health*
- Tuition reimbursement
- Pet Benefits, including insurance, discounts, “pawternity” PTO day, and more
- Bonus/commission plan for qualifying roles
- Employee perks (including mortgage discounts!)
- PTO purchase and sell-back programs
- Rewards and peer recognition programs
- Trust-based, out-come oriented remote work environment for most roles * After 6 months of service
Related Guides
Related Categories
Related Job Pages
More Financial Planning and Analysis Jobs
Role Description As a Payments Fraud Investigator, you will play a critical role in safeguarding our financial ecosystem by investigating high-risk accounts and identifying various forms of fraud. You will conduct deep-dive analyses of merchant accounts, lead cross-functional projects, and collaborate with stakeholders to enhance our fraud detection and prevention strategies at scale. Your expertise in fraud patterns and typologies will be essential in developing and enhancing investigative processes and programs. Responsibilities - Analyze high risk accounts to identify fraudulent merchants, card testing, account takeovers, and other fraud vectors. - Lead root cause analyses to identify gaps in current systems, policies and strategies, and determine enhancements and process improvements to address emerging fraud risks through collaboration with key stakeholders. - Drive cross-functional projects aimed at refining operational processes and tools, enhancing the detection and management of fraudulent accounts across our global analyst network. - Investigate, mitigate, and remediate urgent fraud incidents, such as card testing and account takeover, and manage user responses to high-urgency distributed fraud attacks. - Communicate regular updates during team and organization-wide business reviews, summarize outcomes of complex investigations for executives, and deliver clear case determinations to users and partner financial institutions. - Travel to vendor locations to conduct analyst training sessions and knowledge-sharing initiatives, while identifying challenges and enhancing analyst performance to improve overall outcomes. Qualifications - 3+ years of experience conducting complex investigations. - 1+ years of experience leading risk-related projects and initiatives, collaborating effectively with cross-functional stakeholders. - Demonstrated ability to leverage data to propose solutions for both tactical and strategic challenges. - Proactive approach to challenging the status quo, with a willingness to question existing processes and advocate for improvements. - User-centric perspective when addressing challenges, balanced with a pragmatic and solutions-oriented mindset. - Ability to travel to vendor locations for up to 10% of the year. Requirements - Experience in payments, e-commerce, social media, or fintech, mitigating digital/card-not-present fraud. - Experience investigating and mitigating card testing and account takeover attacks. - Experience designing fraud/risk workflows, analyst tooling, and processes/procedural workflows. - Strong proficiency using SQL to analyze data, drive insights, and create dashboards and visualizations.
Senior Underwriter
Coalition, Inc.Coalition is the world's first Active Insurance provider designed to help prevent digital risk before it strikes. Founded in 2017, Coalition combines comprehensive insurance coverage and innovative cybersecurity tools to help businesses manage and mitigate potential cyberattacks. Work at Coalition is centered on the joint mission to Protect the Unprotected. We have built a remote-first, highly inclusive culture that welcomes people from diverse backgrounds. We trust each other to take responsibility, share ownership of outcomes, and put in the work together to protect businesses from digital risk. Coalition’s exceptional growth stems from its ability to address real-world problems for organizations of all sizes while remaining true to our founding values of character, humility, responsibility, purpose, authenticity, and inclusion.
Role Description We are looking for a dynamic individual who is a self-starter, and who will take ownership of actively generating profitable business from an assigned group of brokers, and partner closely with our Sales organization. The Underwriter/Senior Underwriter will primarily underwrite and manage a wide range of products, including Coalition’s Cyber, Technology E&O and Security products. The ideal candidate will have the ability to educate both brokers and customers on how to keep their businesses actively protected. If this sounds like you, we would love to speak with you. This is a fully remote position that can be based anywhere in the Southeast region; preferably in Texas. Responsibilities - Work closely with sales and product staff to assess cyber liability, technology E&O, and security products and capabilities. - Work with the Sales organization, execute strategies specific to cyber liability and technology E&O insurance, and develop and manage key strategic relationships in order to achieve production and profit targets. - Identify new customers through effective pipelining, pre-qualification, and territory analysis/management. - Exhibit a thorough understanding of the local cyber liability and technology E&O insurance marketplace and trends, Coalition’s capabilities within the geography, and corporate vision. - Develop and execute recommendations to profitably capture market share across assigned geography. - 25-40% travel depending on territory including but not limited to monthly broker visits and quarterly onsite visits and internal gatherings. - Build and strengthen strategic relationships with retail agents and wholesale brokers to drive consistent submission activity, profitable new business opportunities, and achievement of personal, regional and corporate growth objectives. - Collaborate internally to receive and provide feedback on underwriting strategy, broker relationships, claims trends, and product enhancements to support profitable growth and improve the overall customer and broker experience. Qualifications - 5+ years of underwriting experience within the Cyber Liability and Technology E&O insurance segment. - Strong retail and wholesale broker relationships in the SE Region. - Bachelor’s degree preferred; professional designations such as CPLP, RPLU are highly preferred. - Ability to work independently within the current level of underwriting authority. - Strong sales, communication and marketing skills are critical; must be able to demonstrate success with managing tight time frames, high volumes of work, direct agency relationships. - Proficient background in risk analysis (especially in Cyber Liability & Technology E&O insurance). - Knowledge and proficiency with technical issues, compliance, coverage, products and pricing strategies. - Demonstrated ability to achieve monthly, quarterly, and annual production goals. - Negotiation, relationship-building, influencing skills, and a creative approach to challenges and opportunities. - Self-starter and ability to take initiative with brokers in scheduling meetings, broker events, quarterly sales and metrics calls with brokers, etc. Compensation Our compensation reflects the cost of labor across several US geographic markets. The US base salary for this position ranges from $120,000/year in our lowest geographic market up to $150,000/year in our highest geographic market. Consistent with applicable laws, an employee's pay within this range is based on a number of factors, which include but are not limited to relevant education, skills, job-related knowledge, qualifications, work experience, credentials, and/or geographic location. Your recruiter can share more on target salary for your location during the interview process. Coalition, Inc. reserves the right to modify this range as needed. Benefits - 100% medical, dental and vision coverage. - Flexible PTO policy. - Annual home office stipend and WeWork access. - Mental & physical health wellness programs (One Medical, Headspace, Wellhub, and more)! - Competitive compensation and opportunity for advancement.
Non-QM Mortgage Underwriter
Dream Finders HomesJET Homeloans is an Equal Employment Opportunity/Affirmative Action Employer and maintains a Drug-Free Workplace. NOTE: This job description is not intended to be all-inclusive. Employee may perform other related duties as negotiated to meet the ongoing needs of the organization.
Role Description We are seeking an experienced Non-QM Mortgage Underwriter to join our dynamic team. The ideal candidate will bring at least 10 years of mortgage underwriting experience, with a minimum of 5 years focused on Non-QM products. This individual will be responsible for evaluating complex borrower profiles, ensuring compliance with company guidelines, and delivering timely, sound credit decisions. - Review and analyze loan applications, credit reports, income, assets, collateral, and other documentation to assess borrower eligibility. - Apply expert knowledge of Non-QM loan programs including bank statement loans, DSCR, asset depletion, and other alternative documentation products. - Maintain compliance with all federal, state, and investor regulations as well as company policies. - Provide clear, consistent communication with loan officers, processors, and other stakeholders. - Identify and mitigate risk while ensuring loan quality standards are met. - Stay updated on industry trends, guideline changes, and market shifts in Non-QM lending. - Support junior underwriters with guidance and mentorship as needed. Qualifications - 10+ years of mortgage underwriting experience. - 5+ years of Non-QM underwriting experience. - Strong knowledge of Non-QM products and ability to handle complex income scenarios. - Familiarity with AUS systems (DU/LP) and manual underwriting. - Excellent analytical, problem-solving, and decision-making skills. - Strong written and verbal communication abilities. - High attention to detail with the ability to manage multiple files in a fast-paced environment. Requirements - DE, LAPP, or SAR certifications (not required but a plus). - Experience in both retail and wholesale lending environments. - Proficiency with Encompass or other LOS platforms. Benefits - Competitive salary and performance-based bonuses. - Comprehensive benefits package (health, dental, vision, 401k). - Opportunities for professional development and growth. - Collaborative and supportive team culture. Company Description Jet HomeLoans, LP is a National Mortgage Lender headquartered in Jacksonville, Florida. Jet HomeLoans focuses on providing its customers and business partners with the industry's best services.
• Provide accurate and timely financial information for the Retail Business Unit • Manage Store P&L process and communicate results • Develop complex financial models • Identify opportunities to improve efficiency and streamline workflows • Work with large data sets to ensure accuracy and support reliability




