Financial Analyst II (Accounting and Finance)
Position Overview
The Financial Analyst II position performs in-depth financial analyses to assist with business decisions, completes financial reporting internally to the Board of Directors and Leadership Team as well as external regulatory entities, forecasts the balance sheet and income statement in alignment with the strategic plan, and supports all areas of the finance department.
Core Job / Requirements/Outcomes
Prepare financial reports in a timely and accurate manner by meeting all deadlines and ensuring initial reporting is accurate and complies with governmental rules and regulations, if applicable.
Suggest and implement efficiencies to processes for continuous improvement.
Assists leadership in decision making by conducting in-depth financial analyses to identify meaningful insights, suggest recommendations, and communicate findings through presentations and/or reports.
Utilize SQL, data warehouse, and data analysis and visualization tools to extract, compile, analyze, and present data in an effective way.
Manage a primary function of the department of either interest rate risk modeling, loans, deposits, or income statement forecasting by ensuring current processes are completed on time and accurately, assisting with setting up new processes within the function, providing clear communication to the team on updates and changes.
Suggest and implement efficiencies to processes for continuous improvement.
Essential Functions
Accurately budget balance sheet and/or income statement general ledger accounts by partnering with internal departments, accurately forecasting future activity in GLs, and communicating regarding variances to plan.
Support departmental or credit union wide initiatives and projects by contributing as an effective project team member and complete all tasks and assignments in a timely manner.
Provide support for functions within the division including cross-training on other analyst job duties and covering when needed.
Ensure accuracy, attention to detail, and timeliness in all aspects of financial reporting, analysis, and operation execution to support strategic decision making and organizational success.
Represent the Finance department by providing timely, professional, and friendly communication to all we encounter.
Ensure proper accounting by keeping current with GAAP and making recommendations for changes in policies and procedures to maintain compliance.
Qualifications
Education: Bachelor’s degree in Accounting or Finance required.
Job Experience: Minimum of two years’ experience in an accounting or finance position, preferably in a financial institution or in a public accounting/auditing position.
Proven ability to work independently while demonstrating competency in communication and time management skills.
Software Skills: Proficient knowledge of MS Office programs including Outlook, Word, Excel, and Teams. Proven experience with report writing and/or data base (SQL, data warehouse).
Physical Demands
Must be able to regularly talk, hear and operate a computer, keyboard and mouse and occasionally lift, pull/push and carry up to 10 pounds with accommodations.
Exposure to constant or intermittent sounds at a low or moderate level consistent with an office setting.
Exposure to high-stress, fast-paced, deadline-oriented environment.
Additional Information
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