Financial Reporting Analyst I

Responsibilities

• Produce Credit Union financial reports and conduct analysis within the department and across the organization
• Assist with the compilation and analysis of financial data and preparing reports for presentation/approval for both internal and external reporting purposes
• Ensure that all reporting adheres to current Accounting Standards, NCUA requirements, and industry best practices including coordination and resolution of all audit and regulatory examinations
• Compile, review, analyze and evaluate financial data for use in projections for short and long-term organizational goals
• Assist with competitive peer analysis incorporating company and industry knowledge, mathematical and technical expertise, and solid analytical processes
• Assist with, understand, and review Financial Statements for internal reporting needs
• Assist with, understand, and review regulatory filing reports including the NCUA Call Report Form 5300
• Assist with the calculation for the Allowance for Credit Losses (ACL) ensuring regulatory compliance with the Current Expected Credit Losses (CECL) standard
• Maintain reporting databases and ensure database validity and accuracy
• Assist with the annual NCUA exam and other audit requests

• Five or more years of Accounting or Finance experience
• Financial Institution and reporting experience preferred
• Bachelor's degree in Accounting or Finance or equivalent combination of education and professional experience in financial analysis required
• Advanced knowledge of Microsoft 365, with emphasis on Excel (v-lookups, pivot tables, etc.)
• Detail oriented with ability to plan, organize, and set priorities to meet deadlines
• Ability to handle multiple projects under a high degree of pressure
• Experience with Empyrean financial reporting software
• Ability to query raw data using Microsoft Power Query and SQL knowledge
• Experience with Tableau