Job Description and Requirements
The Financial Reporting Analyst is responsible for preparing financial reports for the credit union and its subsidiaries and will assist in the production of various monthly, quarterly, year-end and fiscal year-end financial reports.
Essential Functions and Responsibilities:
- Effectively utilize PC based applications to accurately prepare and update financial reporting and other time sensitive documentation.
- Produce various financial, statistical and operational analysis as well as special reports and projects as requested by management or other departments that are more complex in nature.
- Perform peer review/tie-out of financial reports prepared by other team members.
- Assist in the maintenance of general ledger accounts and structure within the general ledger software.
- Work closely with internal and external auditors in the preparation of fiscal-year end financial reports.
- Analyze trends, researching and documenting explanations for changes/variances.
- Research accounting and reporting guidance; determine appropriate accounting for transactions.
- Prepare sample selection from general ledger software for journal entry review.
- Demonstrate a strong understanding of GAAP.
- Develop/enhance working knowledge/understanding of how a financial institution works.
- All other duties as assigned (note: essential functions and responsibilities may change, or new ones may be assigned at any time with or without notice).
Requirements:
- Bachelor’s degree in Accounting
- 1 - 3 years of financial reporting/audit experience
- If no CPA license, must be actively pursuing and testing for CPA license
- Knowledge of Microsoft Office Suite with proficiency in Excel
- Excellent organizational, analytical and communication skills
- Ability to complete multiple projects and meet deadlines
- Ability to analyze and interpret financial reports
- Capable of working on assigned work with minimal assistance
Preferred:
- 2 - 4 years of public accounting experience
- Financial institution audit experience
- CPA license
All qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, or other legally protected status.