Accountant​/Financial Analyst

Accountant / Financial Analyst Responsibilities

• Utilize Fiserv-Portico and Wisdom software to perform data processing activities and develop actionable financial insights.
• Provide detailed financial analysis supporting strategic initiatives.
• Assist in the development and preparation of the Credit Union's annual budget.
• Maintain CECL model providing ongoing analysis of the adequacy of the Allowance for Loan Loss.
• Maintain professional communication with auditors, governmental agencies, and vendors, ensuring all inquiries are resolved promptly and accurately.
• Perform detailed analyses utilizing the general ledger and other financial reporting systems.
• Prepare daily cash position reports; assist the VP of Finance in organizing and analyzing data regarding projected assets, liabilities, and liquidity.
• Assist in the creation of monthly financial statements and reports for the Asset‑Liability Committee (ALCO) and the Board of Directors.
• Support the preparation of the NCUA 5300 Call Report, IRS Form 990, and Federal Reserve 2900 reports.
• Prepare documentation for internal and external audits; assist in the implementation of auditor and examiner recommendations as directed by leadership.
• Assist with required regulatory reporting.
• Provide backup for card services (Debit/Credit/Prepaid) and ACH activities, including posting file verification, exception processing, and dispute adjustments.

• Bachelor's degree in accounting or finance.
• 3+ years of professional accounting/financial analysis experience, ideally within a financial institution.
• Working knowledge of GAAP and FASB standards specifically as they apply to financial institutions.
• High proficiency in Microsoft Excel (complex spreadsheets) and the ability to quickly master core financial systems (Fiserv/Portico).
• Exceptional attention to detail, strong organizational skills, and the ability to maintain strict confidentiality.

• Previous experience with Credit Union operations and regulations.
• Familiarity with Fiserv's Portico and Wisdom platforms.
• CPA or progress toward CPA certification is a significant plus.

• Our 401k Match is as high as 7.98%.
• Blue Cross health insurance with up to 90% employee/70% dependent premiums paid.
• Accrue 12 days of vacation per year.
• Be given 5 days of personal leave per year.
• Be given up to 13 paid holidays per year.
• Relaxed business‑casual dress code and company logo wear.

M‑F 8:30 am‑5:00 pm

$67,108 to $70,000

EOE