Financial Planning and Analysis Analyst- Endwell, NY

Overview

Job Title: Financial Planning and Analysis Analyst

Location: Endwell, NY (On-site)

Requisition Number: FINAN
003495

Job Category: Finance

Position Type: Full-Time (40 hours/week). Regular shifts include Monday to Friday 8:00AM to 5:00PM.

Location Details: Endwell, NY 13760, USA

Posted: March 13, 2026

Compensation Range: $28.00/hr - $36.50/hr hiring rates may be dependent on a number of factors, including years of directly related work experience, education, geographic location or special skills.

On-site: Yes

About Us

We re in the business of people helping people and you can help us change lives just by working here. Whether it’s helping a member make a transaction, buy their first home, or improve their financial wellness one step at a time – you have an impact on their lives just by working here, no matter what your position may be.

Work with us – and be part of something bigger than banking.

In exchange for your time and talents, we offer generous benefits. After all, you make us awesome, so we take care of you with things like…

• Pension Plan, 401k Plan with company match
• Flexible Paid Time Off (PTO), Volunteer Time Off (VTO), and Wellness Time Off (WTO)
• 10+ paid holidays per year
• Lifestyle Spending Account stipend for wellness, caregiving, or personal expenses such student loans and tuition reimbursement
• Employee recognition program

At Visions, we do, and will continue to, treat all of our employees fairly and with complete respect, regardless of race, ethnicity, gender, and any other differences. We strive to celebrate the diversity of our employees, as they are part of the fabric of this great credit union.

Position Overview: As an FP&A Analyst, you will support the credit union’s financial planning, forecasting, budgeting, and financial analysis functions. This role provides forward looking financial insights to support balance sheet management, funding strategy, and strategic initiatives, while partnering closely with Finance leadership and Deposit Strategy.

Responsibilities/Duties:

• Maintain and support the financial budgeting model, including assumptions documentation, scenario analysis, and variance reporting.
• Assist business partners by responding to budgeting questions and coordinating accurate, timely budget inputs.
• Support financial planning and forecasting processes, including variance analysis and reporting.
• Prepare ad hoc financial analysis related to income statement performance, balance sheet trends, and liquidity.
• Prepare ad hoc financial analysis and materials for ALCO, executive management, and internal committees.
• Collaborate with the Deposits and Payments Department by providing analytical support for deposit initiatives, pricing strategies, and growth scenarios.
• Analyze the financial impact of investment activity, wholesale funding strategies, and balance‑sheet changes to support liquidity and ALM decision making.
• Support liquidity stress testing activities and provide backup support for ALM modeling and reporting under the direction of Finance leadership.
• Respond effectively to changing ideas, responsibilities, expectations, trends, strategies, and other processes.
• Demonstrate a commitment to diversity, equity, inclusion, and belonging through continuous development, modeling inclusive behaviors, and proactively managing bias.
• Perform other duties needed to help fulfil our mission, drive our strategy, and support our organization’s values.

Minimum Qualifications &

Experience:

• Associate’s degree in Financial, Accounting or Business-related discipline required with 1-3 years of relevant experience. 3-5 years of relevant experience will be considered in lieu of a degree.
• High level of Excel proficiency required
• Proficient in the Microsoft Office Suite programs.
• Proficient with standard office equipment such as computers, phones, photocopiers, filing cabinets and PCs, etc.
• Visions remains committed to the aspects of diversity and inclusion and will consider alternative education and experience.

Preferred Qualifications &

Experience:

• Experience with using derivative instruments.
• Demonstrated experience using advanced Excel to develop and maintain complex financial models supporting forecasting and scenario analysis.

Notice: Qualified candidates will be required to complete a skills assessment as part of the interview process.

We re more than banking. You can be, too.#Claim Your Seat

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws.

For further information, please review the Know Your Rights notice from the Department of Labor.