Financial Analyst & Accountant

You Belong Here

People’s Credit Union is built on the belief that members and employees should feel a sense of belonging.

Based on our Core Values, we created that feeling by design to offer you a genuine sense of community where you are supported personally and professionally.

If you work here, you belong here.

We hire employees whose core values match our own.

We can train for competency, but if you’re also genuine, trustworthy, earnest, empathetic, and resourceful, we want you on our team.

Here, hierarchy doesn’t drive impact - all voices are sought out, heard, and respected.

We are listeners, then doers.

Independent work is expected, but collaboration with compassionate accountability makes us all stronger.

Working together, we all learn and grow.

We recognize that careers are not always straight lines.

Professional development is a shared responsibility.

We are committed to providing opportunities and resources to help you navigate your career paths and achieve your goals. Let's work together to foster growth and development in our organization.

• Emerging Leaders program designed for high potential employees
• Proven career mobility:
  • 21 program participants promoted or transferred (14 into leadership roles)
  • 16 overall promotions in calendar year 2025
  • 9 transfers for advancement in calendar year 2025

• Medical, dental (BCBSRI), and vision (VSP) coverage
• 401(k) and Roth options with a competitive employer match
• Performance based incentive (target 4% of salary)
• Employee discounts on loan products

• Paid day off for annual primary care visit
• Paid volunteer day + company-wide “Day of Purpose”
• 100% Employee participation in community service in 2025

• Highly engaged workforce - 94% participation in most recent engagement survey
• Open-door, “ask anything” culture
• Employee events and team connection opportunities

The Financial Analyst & Accountant is a trusted financial advisor and thought partner to business and functional leaders across the Credit Union. This role supports informed decision-making by translating financial data into practical insights that align operational performance with the credit union’s mission, budget, and financial sustainability goals.

• Actively participates in month and quarter end close, leading the production of the financial statements, ensuring completeness and accuracy
• Demonstrates understanding of month end accruals and conducts expense analysis
• Conducts financial statement analysis during the close to identify required, missing, journal entries
• Provides documented analytical feedback on monthly financial statement variances to budget and to prior periods
• Prepares and analyzes the financial statements including net interest margin, board reporting, and regulatory reporting (i.e. NCUA 5300 Call Report) monthly and quarterly as applicable

• Ownership of the general ledger including mapping of loan and deposit products, opening and closing GL periods, for GL, A/P, and FA system and understanding the Chart of Accounts
• Manages the reconciliation process including reviewing reconciliations for accuracy, timeliness, guiding reconciliation preparers on how to clear outstanding items, educating preparers on how to properly prepare a reconciliation
• Tracks completion of all Credit Union reconciliations including proper sign off, timeliness of reconciliation submission and tracking of 90+ day outstanding items, all while ensuring compliance with the Credit Union’s Reconciliation Policy guidelines

• You will provide financial expertise and support to specific departments within the Credit Union (e.g. Lending, Retail, HR, IT) and act as a liaison between the finance function and various business units, helping to bridge the gap between financial data and business decisions
• You will be responsible for core financial planning activities, including budgeting and forecasting, and will serve…