Financial Analyst - #249481

Job Details

Description

Live your best (work) life at TruWest Credit Union!

Do you like knowing what tomorrow will bring? And the day after? And the day after that? Same, us too! At TruWest, we offer steady work schedules that makes it easy for you to plan (work) life around.

Self-care is important. So why not get paid for it? TruWest offers paid time off and we also observe all Federal Holidays which gives you 11 more days a year to spend on YOU or hanging out with family, friends or furbabies (bonus)!

Benefits

Benefits? We’ve got you covered (get it?)! We offer first day medical, dental, vision and 401(k). We’ll even help you save for retirement by matching your 401(k) contributions. Don’t even know what a 401(k) is? That’s okay, we’ll show you the ropes and you’ll learn a ton about finances, loans, accounts and planning for your future. We want you to know all about our products and services so you can help our members. Don't believe us? Just check out our video that highlights all the amazing things we do here:

https://vimeo.com/721196286/593a894041

Starting pay: $30.29/hour. Final pay is dependent on a candidate’s experience and qualifications.

If you're looking for a place to call home, you’ve found it. What are you waiting for? Apply now!

Full Job Description

Summary of Responsibilities

As a member of the Finance team, this position is responsible for gathering, reporting, and analyzing the Credit Union’s financial data, including daily cash, monthly and quarterly reporting, and data analytics. The Financial Analyst will collaborate with various departments to provide financial research and analysis. This role also involves automating reporting tools, report building, and ensuring data accuracy to support decision-making. This individual should possess strong analytical skills, attention to detail, and the ability to effectively communicate financial information.

Education

A bachelor’s degree, or (2) achievement of formal certifications recognized in the industry as equivalent to a bachelor’s degree.

Experience

Three to five years of accounting or finance experience.

Knowledge And Skills

• Ability to work independently and problem solve with minimal direction
• Understanding of financial statement structure
• Ability to analyze and interpret changes in financial reporting
• Strong practical experience with Microsoft Excel formulas and functions
• PowerBI knowledge is preferred
  
  

Essential Duties And Responsibilities

• Analyze monthly financial statements and reports, communicating variances and findings.
• Partner with departments to provide financial analysis for business strategies, pricing decisions, and profitability assessments.
• Use PowerBI and/or Excel to aggregate data sources and summarize results into actionable insights for leadership.
• Ensure data accuracy through regular reconciliations and report/model validation.
• Collaborate with departments to resolve discrepancies in data sources, ensuring consistency and accuracy across all financial reports and models.
• Identify and implement process improvements for efficient and accurate data reporting.
• Prepare daily, monthly, quarterly, and annual financial reports for management, board members, and regulatory bodies:
• Daily cash account preparation and distribution.
• CECL (Current Expected Credit Loss) preparation.
• Internal ALCO reports for Deposits and Loans.
• Call Report preparation.
• Pledging reports for borrowing.
• Peer analytics
• Prepare Reports for Wealth Management, including the P&L statement.
• Reconcile general ledger accounts monthly.
• Assist in reporting for the Credit Union’s investment portfolio, ALM, and profitability.
• Crosstrain with Accounts Payable for backup coverage.
• Perform other duties as assigned.
  

Physical Demands

While performing the duties of this job, the employee is regularly required to sit, stand, walk, bend and regularly lift objects of up to 15 lbs.; use hands to handle or feel objects, tools, or controls; reach with hands and arms above shoulder height and below the waist; and talk and hear. Specific vision abilities required by this job include close vision, distance vision, color vision, the ability to adjust focus; and the ability to utilize computers and focus on computer monitors for extended periods of time.

Disclosure

This job description is designed to indicate the general and some specific job duties associated with this role. It is not designed to contain or be interpreted as a comprehensive list of all duties, responsibilities, and qualifications required of the employee assigned to this job.

This job description does not constitute an Employment Agreement. This job description does not restrict TruWest Credit Union from the ability to assign, re-assign or eliminate duties and responsibilities of this job at any time. This job description describes the current assignment of essential functions. These functions may change at any time as the needs of the credit union or department change or for other reasons deemed appropriate.

This job description outlines the general and specific duties associated with the role but is not a comprehensive list of all responsibilities or qualifications. It does not constitute an Employment Agreement and does not limit the employer’s right to modify or reassign duties as needed. The description reflects current responsibilities, which may change based on company needs or other factors.