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About the Role
This developmental role provides operational and analytical support for the Credit Union's Finance and Accounting functions, focusing on recurring financial reporting, data preparation, and model maintenance. The position offers hands-on experience and learning opportunities in credit union financial management, reporting, budgeting, forecasting, asset/liability management, liquidity, investments, profitability analysis, CECL, and regulatory reporting.
Responsibilities
- Prepare recurring financial reports, schedules, and supporting documentation for management and Board reporting.
- Compile, validate, and analyze financial data, identifying trends and variances.
- Assist with financial modeling, profitability analysis, ROI analysis, forecasts, and other financial studies.
- Support ad hoc financial analysis and special projects.
- Support the annual budget process and ongoing financial forecasting activities.
- Maintain budget and forecast schedules, assumptions, model inputs, and supporting documentation.
- Assist with monitoring financial performance against budget and forecast expectations.
- Maintain and validate data used in the Credit Union's asset/liability management process.
- Assist with rate shock, liquidity, forecasting, pricing, sensitivity, and scenario analysis reporting.
- Prepare schedules and reports used to monitor liquidity, interest rate risk, and balance sheet performance.
- Support investment portfolio reporting and coordination with external brokers, advisors, and vendors.
- Assist with CECL reserve analysis, data validation, and supporting schedules.
- Perform recurring operational finance activities, including reconciliations, report maintenance, documentation, and data management.
- Assist with audit, examination, regulatory, Supervisory Committee, and Board reporting requests.
- Prepare schedules, gather documentation, track requests, and maintain organized supporting records.
- Help ensure financial information is accurate, complete, and available for review.
- Identify opportunities to improve reporting efficiency, data quality, internal controls, processes, and documentation.
- Collaborate with Finance, Accounting, and other departments to obtain information and support departmental objectives.
- Develop proficiency in credit union financial management, reporting, forecasting, ALM, investments, and liquidity management.
- Perform other duties as assigned by the Supervisor.
Requirements
- Bachelor's degree in accounting, finance, economics, business administration, or a related field, or an equivalent combination of education and relevant experience.
- One to three years of experience in finance, accounting, banking, credit unions, public accounting, or a related analytical role is preferred.
- Entry-level candidates with relevant education, internships, or demonstrated analytical experience may be considered.
- Proficiency in Microsoft Excel and the ability to organize data, perform calculations, identify trends, and prepare clear reports are required.
- Experience with financial institution reporting, budgeting, forecasting, or financial modeling is beneficial but not required.
- Regular attendance is required.
Skills
- Microsoft Excel proficiency
- Data organization
- Calculation ability
- Trend identification
- Report preparation
- Financial reporting
- Budgeting
- Forecasting
- Financial modeling
- Asset/liability management
- Liquidity management
- Investment analysis
- Profitability analysis
- CECL analysis
- Regulatory reporting
Experience Level
- 1-3 years preferred
- Entry-level considered
Education Level
- Bachelor's degree in accounting, finance, economics, business administration, or related field, or equivalent experience
Equal Opportunity
- Equal Opportunity Employer Veterans/Disabled