Job Description

The Financial Reporting Analyst I will be a part of the Finance Division to help produce Credit Union financial reports and conduct analysis within the department and across the organization. This individual will report to the Vice President of Financial Reporting & Analysis and is responsible for assisting with the compilation and analysis of financial data and preparing reports for presentation/approval for both internal and external reporting purposes. The Financial Reporting Analyst I will 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.

Essential Functions and Responsibilities

• Compiles, reviews, analyzes and evaluates financial data for use in projections for both short and long term organizational goals helping to support the Credit Union's strategic plan.
• Assists with competitive peer analysis incorporating company and industry knowledge, mathematical and technical expertise, and solid analytical processes.
• Assists with, understands, and reviews Financial Statements to be used for purposes including the monthly Board of Directors report and other internal reporting needs.
• Assists with, understands, and reviews regulatory filing reports including the NCUA Call Report Form 5300 and other external reporting needs.
• Assists with the calculation for the Allowance for Credit Losses (ACL) ensuring regulatory compliance with the Current Expected Credit Losses (CECL) standard.
• Maintains reporting databases and assists to ensure database validity and accuracy.
• Assists with the annual NCUA exam and other audit requests.
• Performs other job-related duties as assigned.

Work Experience

• Five or more years of Accounting or Finance experience is required.
• Financial Institution and reporting experience is preferred.

Education, Licenses, and Certifications

• Bachelor's degree in Accounting or Finance, or an equivalent combination of education and professional experience in financial analysis is required. A Bachelor's degree in Accounting or Finance is preferred.

Other Skills Required

• Strong analytical skills and ability to work independently
• Advanced knowledge of Microsoft 365, with emphasis on Excel (v-lookups, pivot tables, etc.)
• Detail oriented with the ability to plan, organize, and set priorities in order 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