Financial Analyst - #261216
Jeanne D'Arc Credit Union
Date: 7 hours ago
City: Lowell, MA
Contract type: Full time
Description
ROLE:
Supports the production, reporting, and analysis of financial metrics and assists the Senior Financial Analysts with meeting department and Credit Union performance goals. Assists in the budget and forecasting process on an annual and quarterly basis, respectively, and ad-hoc analysis.
Essential Duties And Responsibilities
Experience:
ROLE:
Supports the production, reporting, and analysis of financial metrics and assists the Senior Financial Analysts with meeting department and Credit Union performance goals. Assists in the budget and forecasting process on an annual and quarterly basis, respectively, and ad-hoc analysis.
Essential Duties And Responsibilities
- Assist with the production, analysis and distribution of the monthly executive report book and actual-to-budget reports, including the identification and analysis of abnormalities and trends.
- Assist the senior team members with the monthly maintenance and analysis of profitability and budget software.
- Actively participates in the development and roll-out of the annual budget and quarterly forecast processes, including providing support and analysis for business units.
- Supports asset-liability management-related modeling efforts by third-party vendor through analysis and review of model results.
- Reviews financial statements and related comprehensive analyses for variances and trends.
- Assist with the preparation and review of the quarterly NCUA Call Report. Help coordinate the collection of data and ensure compliance with NCUA instructions.
- Analyzes drivers of credit union metrics with members and makes recommendations for alternative measures based on in-depth understanding of credit union goals and performance.
- Assist with forecasting and planning activities for the Credit Union.
Experience:
- One year of related experience in finance, accounting, or lending is required. Experience within the financial industry is preferred.
- Bachelor's degree required or an equivalent combination of education and experience. Concentration in Accounting, Finance, Economics, or a related field is preferred.
- Builds relationships and fosters positive interactions with Credit Union team members, members, and vendors by demonstrating friendly, helpful, and efficient service. Good written and verbal communication skills, patience, active listening, and sound judgment are required. This position requires a high degree of confidentiality.
- Proficiency with Microsoft Office, business applications, and the ability to learn the core system and other related software are required. Must have the ability to apply cognitive reasoning to daily tasks, take ownership, and work independently and as part of a collaborative team. Ability to read and comprehend complex instructions, correspondence, and memos is required. Ability to dissect raw data into a summarized analysis and perform research on current and new financial analysis practices is required. Must be highly motivated, detail-oriented, organized, and skillful with time management. Efficient with multitasking, problem-solving, and practical application. Ability to work in a fast-paced environment without sacrificing the quality and accuracy of work performed.
How to apply
To apply for this job you need to authorize on our website. If you don't have an account yet, please register.
Post a resumeSimilar jobs
Revenue Cycle Specialist
Guardian Angel Senior Services,
Lowell, MA
1 week ago
Basic Function The Revenue Cycle Specialist is responsible for all aspects of billing, payroll, grant report entry, and ensuring operational effectiveness by implementing new technologies. Additional miscellaneous tasks and projects as needed. Responsibilities: Ensure Insurance companies, VAs, ASAPs, and other Contracts have all documentation needed to pay claims Create billing reports and ensure accuracy, making corrections as needed Confirm all...
Early Intervention Assistant
Sevita,
Lowell, MA
2 weeks ago
Mentor South Bay , provides Early Intervention, Applied Behavioral Analysis (ABA), Behavioral Health and Mental Health Outpatient services across Massachusetts and Connecticut. For over 35 years, we’ve provided a collaborative, team-based approach dedicated to helping children, adults, and families reach their fullest potential. If you are passionate about making a difference in the lives of individuals and families, join our...
Product Manager, Autonomous Mobile Robots
Magna International,
Lowell, MA
3 weeks ago
What We Offer At Magna, you can expect an engaging and dynamic environment where you can help to develop industry-leading automotive technologies. We invest in our employees, providing them with the support and resources they need to succeed. As a member of our global team, you can expect exciting, varied responsibilities as well as a wide range of development prospects....
