Senior Financial Analyst

Synergent, one of Maine’s Best Places to Work, is a credit union service organization committed to providing those we serve with unparalleled service in the credit union industry.

We have a great opportunity for the right individual to join our Finance and Accounting team as a Senior Financial Analyst.  The Senior Financial Analyst will report directly to the Vice President of Finance and Accounting and will work to develop and manage our forecasting process, manage our treasury function, and provide analytical support for projects.

Primary responsibilities of the position will include:

  • Treasury:  Manage cash and investment balances, monitor and project cash flow, perform wires and transfers as required.
  • Forecast:  Develop, maintain, and deliver a quarterly rolling forecast report.
  • Analysis:  Provide analysis on projects, proposals, and potential investments as needed.
  • Budget:  Work in coordination with the VP of Finance and Accounting, Controller, and budget managers to track and manage budget.
  • Reporting:  Maintain and deliver management reports related to the capital budget and key projects.
  • Controls: Monitor and report on key internal controls.
  • Compliance:  Assist the Vice President of Accounting and Finance with various compliance requirements including income, sales and property tax filings as well as helping to manage state level compliance considerations and reporting.

Candidates should have a bachelor’s degree in accounting and a minimum of 5 years of relevant experience.  A mix of public and private accounting experience is desirable.  CPA license is a plus.  The candidate must be proficient with Excel and comfortable using technology to facilitate work.   The best candidate will be an excellent critical and “big picture” thinker.

This is a great opportunity for someone looking to develop and hone FP&A skills while helping a great Organization execute its strategic plans.

To apply, please submit a resume and cover letter including salary requirements to We look forward to hearing from you!