Senior Financial Analyst

Join Our Team as a Senior Financial Analyst

Location: Lawrence, MA | Full-Time

Do you have a passion for turning complex financial data into meaningful insights? Want to put your analytical skills to work at BrightBridge? We're looking for a Senior Financial Analyst to support our finance team, with the ability to collaborate across departments and leadership levels as needed. In this role, you will drive financial forecasting, budgeting, and ALCO reporting, assist with asset/liability modeling, and help guide executive decision-making through accurate analysis and strategic recommendations. If you're looking to grow your finance career with a team that values your expertise and initiative, we'd love to meet you!

Why You’ll Love Working Here

• A collaborative team culture where your contributions matter
• Ongoing training and career development opportunities
• Competitive pay, benefits, and the chance to grow with a supportive organization
• The satisfaction of making a real difference in your community every day

What You'll Be Doing (Your Responsibilities)

1. Provides financial analysis, forecasting, financial reporting, variance analysis and other decision support services to executive management.
2. Assists in preparation of annual budget including balance sheet, income statement, cash flows, and depreciation / amortization forecasts.
3. Collaborates with external third parties involved in the ALM process as applicable to ensure accurate and timely results, document assumptions, coordinate what-if scenarios and recommend improvements
4. Coordinate the reporting package for the monthly management ALCO package and quarterly BOD ALCO meetings.
5. Monitors and reports on the credit union’s daily cash and liquidity position. Develops and produces investment and liquidity forecasting reports.
6. Assists management in the implementation of new financial programs. Provides recommendations on process improvements and quality controls.
7. Assists in the development and maintenance of the credit union’s product and branch profitability models.
8. Supports the CFO and assists on projects as assigned.

What We’re Looking For (Your Qualifications)

1. Bachelor’s degree in accounting / finance or economics or equivalent experience required.
2. A minimum of four to five years’ experience required.
3. Prior asset liability management software modeling experience preferred.
4. Organizational and analytical skills with the ability to work independently and in a team.
5. Proficient in spreadsheets, databases, MS Office(Excel, Word, etc) and financial software applications is required.
6. Advanced experience in (among others) Excel, SQL, Python, and artificial intelligence applications (e.g., Copilot) preferred.

Physical Demands, Equipment Used, and Work Environment

1. General office environment. General office equipment.
2. Ability to work on a PC and view screen and keyboard data entry for 8 hours more per day.
3. Sitting at a desk for extended periods.
4. Fine motor skills for continuous computer keyboarding and mouse use.
5. High volume of phone and video calls require active listening and speaking.
6. Regular attendance and office mobility required. Attendance at appropriate conferences, meetings, and other travel as needed are required.