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Finance and Analysis Team

About

The Finance and Analysis Team at Heritage Federal Credit Union is responsible for managing the organization's financial health and supporting strategic decision-making. This team conducts in-depth financial analyses, prepares forecasts, and monitors performance metrics to ensure optimal resource allocation. By providing insights on budget management, risk assessment, and financial reporting, they play a crucial role in supporting the credit union's mission to deliver competitive financial products and services to members while fostering community impact.


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