Financial Analyst II

Duties

• Analyzes transactional information and collaborates with other departments to ensure reporting and compliance requirements are met.
• Prepares journal entries at month end to ensure sales and use tax is correctly applied.
• Reviews monthly financial variances, including the identification, and communication of key drivers impacting financial performance.
• Data gathering to support requests from external county auditors.
• Involvement in the preparation of the NCUA Form 5300 Call Report including the maintenance of adequate supporting documentation.
• Includes staying abreast of NCUA regulatory reporting changes in order to maintain organizational compliance.
• Prepare standardized monthly reports for both individual company and consolidated organizational financial performance.
• Prepare and gather reports to meet various regulatory, examiner, and external audit requirements.
• Preparation of various financial reports to support branch network’s visibility of various performance metrics.

Requirements

• Must have four-year degree preferably in Accounting, Finance or Business-related field.
• Candidates with experience using Workday Financials preferred.
• Must have strong analytical and organizational skills.
• Strong Excel skills also preferred.
• Must be able to analyze large data sets and grasp complex financial methodologies.
• Must be detail-oriented with an ability to perform in a fast-paced, deadline driven environment while requiring little supervision.
• Must be able to cooperate and collaborate with co-workers, be cordial in all interactions with members and maintain professionalism.
• Must be able to speak English fluently and adhere to the work schedule and attendance policy established by manager.