Role Overview
Primarily responsible for providing analytical and planning support to the Finance Division and adds value to the credit union by providing accurate analysis and reporting related to the Finance functions.
What You Will Do
Assumes responsibility for the effective performance of financial analysis and reporting, including monthly closing package and board reports, and prepares regular monthly and other reports on request.
Why It Might Be a Fit
Contributes to moderately complex aspects of a project in terms of analyzing and updating key assumptions for financial modeling software, and stays informed of trends and changes in the financial field.
Requirements
- Minimum four (4) years of experience in Finance and/or Accounting.
- Financial analysis experience in a credit union or banking industry preferred.
- Bachelor’s degree in Finance, Accounting, Economics or related field.
- Strong analytical skills.
- Strong problem-solving skills to effectively research, investigate and offer solutions to issues that are more complex in nature.
- Financial formulas and investment instruments, detail oriented and work accuracy.
- Advanced knowledge in using Excel, Word, PowerPoint, EditPro and other database or reporting software.
- Must be familiar with complex financial modeling and simulations, margin analysis, funds transfer pricing and product profitability, budgeting and forecasting.
- Knowledge of credit union products.
- Working knowledge of GAAP and financial accounting/reporting.
- Understanding of monetary and economic policies and regulations affecting financial institutions.
Benefits
- Dental insurance
- Vision insurance
- 401(k) or retirement plan
- Paid holidays
- Vacation time
- Sick leave
- Life insurance
- Disability insurance
To apply for this job please visit recruiting.paylocity.com.
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