Finance & Reporting Analyst: Treasury, Data & Automation

Spencer Savings Bank; Elmwood Park (NJ); On-site; USD 78,000 - 97,000; Full time

Job summary

Spencer Savings Bank in Elmwood Park, NJ seeks a Reporting and Business Analyst to develop, maintain, and analyze financial and management reporting that supports informed decision-making across the Bank.

The role partners with Reporting, Treasury, and IT to gather requirements, validate data, improve reporting processes, and deliver reliable insights. Requires 2–4 years in related banking functions and a finance or MIS degree.

Qualifications

• Bachelor’s degree in finance, accounting, economics, MIS or related field, or equivalent experience.
• Two to four years in accounting, treasury, financial reporting, financial analysis, or related banking function preferred.

Responsibilities

• Gather, document, and validate business, data, and reporting requirements with stakeholders.
• Prepare source files for Qlik from Prologue / CVIEW on a daily/weekly/monthly cadence.
• Create/maintain Prologue / CVIEW queries / ALCO applications for financial reporting.
• Review and analyze daily reports for accuracy.
• Monitor daily cash positions to meet operational requirements.
• Support financial modeling and reporting for Treasury.

Skills

Advanced Excel

PowerPoint

ALCO models

SQL

VBA/Power Query

BI Tools (Tableau Power BI Qlik)

Education

Bachelor’s degree in finance, accounting, economics, MIS or related field

Job description

Spencer Savings Bank in Elmwood Park, NJ seeks a Reporting and Business Analyst to develop, maintain, and analyze financial and management reporting that supports informed decision-making across the Bank.

The role partners with Reporting, Treasury, and IT to gather requirements, validate data, improve reporting processes, and deliver reliable insights. Requires 2–4 years in related banking functions and a finance or MIS degree.