Experience and Skills
POSITION SUMMARY:
Assist in gathering internal and external business data for financial
analysis, ALM and reports. Ensure integrity and accuracy of source
data files, download processes, and data mapping to auxiliary systems.
Responsible for preparation of financial reports such as ALM,
investment, statistical and profitability analysis, risk and forecast
reports for management, ALCO, and the Board. Assist with the annual
budgeting process and forecasts in accordance with the strategic plan.
Act as a backup to AVP.
ESSENTIAL FUNCTIONS:
*Ability to gather and interpret data for analysis and provide
advanced reports including variances, statistical, trends, risk
measurements, key performance indicators and overall results and
executive summaries
*Responsible for investment portfolio maintenance, accounting,
reconciliations and reporting.
*Collaborate with cross-functional teams to gather effective
financial data and reports from various systems
*Review financial statements and related comprehensive analysis and
report variances and trends to management
*Assist in economic/financial research and analysis for use in
development of business strategies
*Interpret financial and operational data, provide insightful and
analytical explanations and make recommendations to management based
on findings
*Assist management in maintaining and monitoring integrity of all
finance-related systems and processes in a timely manner, ensuring
accuracy in data files, mapping and reporting with sufficient level of detail
*Prepare, upload, and balance ProfitStar ALM and Portfolio on a
monthly basis, maintain the chart of accounts with an appropriate
level of detail, produce standard and custom financial and analytical
reports and create and monitor what-if analysis and projected forecasts
*Assist in the development of the annual budget by obtaining
budgetary input from all lines of business and analyzing trends
affecting budgetary needs, provide budgetary assistance and reports to
cost center managers
*Participate in special projects and strategic initiatives; provide
ad hoc financial analysis as requested
*Responsible for maintaining knowledge and understanding of current
trends, laws, and issues affecting area of expertise
*Make recommendations and assist in developing methods and procedures
to improve effectiveness and efficiency of the finance department
*Train and provide guidance to Financial Analyst I and II staff
*Assume responsibility for related duties as required or assigned
QUALIFICATIONS
EDUCATION/CERTIFICATION:
* Bachelor’s degree in finance, business, accounting or related field
or equivalent experience
REQUIRED KNOWLEDGE:
* Knowledge of financial services industry, including products and services
* Knowledge of related regulations
EXPERIENCE REQUIRED:
* Five years to eight years in accounting, finance or related area
* Experience working with financial systems and reporting
* Experience creating, reviewing, and analyzing financial inputs and outputs
SKILLS/ABILITIES:
* Strong analytical, financial modeling and reporting skills
* Strong attention to detail and accuracy
* Ability to dissect raw data into a summarized analysis
* High level of proficiency in the use of financial systems,
databases and related computer applications
* Strong time management and organizational skills
* Ability to work independently with minimal supervision
* Strong communication skills in listening, writing, and speaking
* Ability to identify moderate to difficult problems and recommend solutions
* Ability to handle and prioritize multiple tasks
* Ability to work in a team environment
WORKING CONDITIONS
* Standard office conditions
* Low to moderate noise
* Limited lifting up to 10 lbs.
This description has been reviewed to ensure that only essential
functions and basic duties have been included. Peripheral tasks,
only incidentally related to each position, have been excluded.
Essential functions, requirements, skills, and abilities included
have been determined to be the minimal standards required to
successfully perform the positions. In no instance, however, should
the duties, responsibilities, and requirements delineated be
interpreted as all-inclusive. Additional functions and requirements
may be assigned by supervisors as deemed appropriate.
In accordance with the Americans with Disabilities Act, it is
possible that requirements may be modified to reasonably accommodate
disabled individuals. However, no accommodations will be made which
may pose serious health or safety risks to the employee or others or
which impose undue hardships on the organization.
The Credit Union believes that each employee makes a
significant contribution to our success. That contribution should
not be limited by the assigned responsibilities. Therefore, this job
description is designed to outline primary duties, qualifications,
and job scope, but not limit the incumbent. It is our expectation
that each employee will offer his/her services wherever and whenever
necessary to ensure the success of our endeavors.
This Job Description is not a complete statement of all
duties and responsibilities of this position and may change with
or without notice.
