CoVantage Credit Union

Financial Analyst

CoVantage Credit Union  •  $72k - $108k/yr  •  New Lenox, IL / Antigo, WI / Neenah, WI / Wausau, WI (Onsite)  •  3 hours ago
Apply
AI can make mistakes so check important info. Chat history is never stored.

Job Description

Do you have strong analytical skills and have a passion for numbers? Join CoVantage Credit Union’s growing accounting team as a Financial Analyst! Having ranked in the top 1% of credit unions nationwide, CoVantage offers a progressive work environment and the opportunity to be part of a growing mission-based organization that takes pride in giving back to their communities and providing exceptional service to members.

CoVantage invests in our team members! Benefits include a 401k employer match of up to 200%, a bonus of annual salary up to 4%, a generous employer HSA contribution, and paid time off for community service. The pay for this role is $72,206 - $108,310

Job Duties

  • Produces and remits various regulatory reports in a timely manner
  • Provides relevant reports to committee members for the credit union's asset/liability and allowance for credit loss committees
  • Prepares credit union financial and asset/liability reports
  • Develop implementation enhancements, performs back testing, and facilitates periodic third-party validations
  • Maintains the credit union's investment accounting ledgers and reports
  • Participates in administrative and operational support of credit union departments
  • Assists with the preparation of the credit union's annual budget and forecasting
  • Provide ongoing monitoring and advice in credit union accounting matters especially emerging issues relating to the Funds Management Policy, the Allowance for Loan Loss Policy, the Investment Policy, and other relevant credit union policies.

Qualifications

  • Bachelor’s degree in Accounting or Finance. MBA and/or CPA designation desired.
  • Double entry, accrual accounting experience required.
  • Previous experience in financial institution accounting or operations is preferred.
  • Previous experience in data mining, analysis, and interpretation.
  • Able to work in direct, professional contact with a wide variety of people on a daily basis.
  • Able to work independently with accuracy under moderate to severe time constraints.
  • Must be bondable.
CoVantage Credit Union

About CoVantage Credit Union

Our mission is to welcome all regardless of wealth; provide outstanding value and exceptional service; work with members experiencing financial challenge; and remain financially strong.

CoVantage Credit Union came into business in 1953. From the beginning, CoVantage has been member-owned and operated, with a philosophy of doing business for "people-not-profit" that still holds true today.

Over the years, we’ve grown significantly, with over 500 employees in 24 locations serving 180,000+ members!

Our culture sets us apart from the rest. We start by hiring the best people and present them with exciting challenges and growth opportunities. Our employees go beyond handling financial matters. They give back to our Wisconsin and upper Michigan charter-area communities by promoting financial literacy to students and adults, and by volunteering for civic groups, school events, and more.

Employees are eligible for bonus pay of 4% or more per year based on role. The bonus is based on wages paid from Jan. 1 through Dec. 31 of the previous year. The percentage received is based on the overall financial performance of CoVantage and individual employee performance.

Eligible employees can participate in health and dental insurance. There are three different health insurance options to choose from, along with Health Savings Account and Flexible Spending Account options that potentially include generous employer contributions!

Additional benefits include:

-A generous 401(k) employer match of up to 200%

-Paid vacation plus paid sick leave every year for eligible employees

-Paid holidays and your birthday off with pay

-Plus, paid time off to volunteer in your community!

If this sounds like an organization you would be proud to work for, we want you. We'll give you a chance to grow and an opportunity to serve. To learn more, visit www.covantagecu.org/careers.

Industry
Finance & Insurance
Company Size
201-500 employees
Headquarters
Antigo, WI
Year Founded
1953
Social Media