A Career At UNIFY Financial
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Welcome to UNIFY Financial Credit Union's Career Portal 

UNIFY offers a wide selection of financial products and services to assist in making the important financial decisions our members face throughout life’s many different stages. UNIFY also provides a better banking experience with robust online banking tools.  Accessibility and member satisfaction are our focus via our 24/7 U.S.-based Contact Center or one of our nationwide branches.

UNIFY doesn’t stop at great member service and financial products, we are also a GREAT company to work for!  We have opportunities nationwide offering competitive salaries. We believe our team members are our best asset, so we take care of our team with a generous benefits package including: education reimbursement, 401k plan with an employer match, medical, dental and vision insurance.

At UNIFY, you will advance your career with one of the nation’s largest 100 credit unions, with a reputation for being financially sound and growth-oriented.  Apply today!

Senior Financial Analyst

Department: Finance
Location: Allen, TX

Job Function Summary:

This position will be responsible for all aspects of the Asset Liability Management (ALM) and Profitability functions. This position will perform detailed financial analysis, modeling, and research as assigned.


Specific Duties & Responsibilities:

  • Responsible for the Asset/Liability Management function for the Credit Union, including preparing model inputs, creating accurate and timely reports, analyzing results, and managing all aspects of the ALCO committee meeting.
  • Responsible for the market, product and members profitability including create accurate and timely reports, analyzing results using UNIFY applications.
  • Assist in the timely preparation of accurate statistical studies, reports and analyses in areas such as, pricing, fee income, cost trends.
  • Interfaces with management in the preparation of various finance reports.
  • Coordinates more complex finance projects and initiatives with other members of the finance team or with other departments.
  • Ensures full compliance with UNIFY Financial Credit Union Standards and the Bank Secrecy Act.
  • Performs all other job duties as assigned.


Qualifications, Experience, & Education:

Requires a Bachelor's degree in Business Administration, Finance or Accounting with advanced knowledge of financial theory and a minimum of five (5) years related experience, preferably in a financial institution. This position requires the ability to communicate effectively, both verbally and in writing, with individuals and groups.  Candidate should be highly proficient in spread-sheeting software, relational databases, and word processing software applications.



Requires the ability to sit for extended periods of time (up to 6 hours daily), repetitive motion of hands for typing, griping, grasping, filing, etc., and the use of standard office equipment.  Other physical standards may occasionally be required.

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