Financial Analyst

CoVantage Credit Union; Town of Antigo (WI); On-site; USD 72,000 - 108,000; Full time

Benefits offered by this job

401k match

Annual bonus up to 4%

HSA contribution

Paid time off for community service

Job summary

CoVantage Credit Union in Wisconsin is seeking a Financial Analyst to support regulatory reporting, budgeting, and financial planning. The role focuses on accurate data handling, reporting to committees, and enhancing accounting processes.

The ideal candidate has a Bachelor’s in Accounting or Finance, with MBA/CPA preferred. Strong data mining, analysis, and interpretation skills are essential, along with the ability to work independently under tight deadlines.

Qualifications

• Bachelor’s degree in Accounting or Finance; MBA/CPA preferred.
• Double-entry, accrual accounting experience required.
• Previous experience in financial institution accounting or operations is preferred.
• Data mining, analysis, and interpretation skills are important.

Responsibilities

• Produces and remits various regulatory reports in a timely manner.
• Provides reports to committees for asset/liability and allowance for loan loss.
• Prepares credit union financial and asset/liability reports.
• Develops implementation enhancements, performs back testing, and supports third-party validations.
• Maintains investment accounting ledgers and reports.
• Supports administrative and operational needs of departments.
• Assists with annual budget preparation and forecasting.
• Offers ongoing monitoring and advice on accounting policies and issues.

Skills

Data mining

Data analysis

Data interpretation

Accrual accounting

Double entry accounting

Independent working

Education

Bachelor’s in Accounting or Finance

MBA/CPA desirable

Job description

Do you have strong analytical skills and have a passion for numbers? Join CoVantage Credit Union’s growing accounting team as a Financial Analyst! Having ranked in the top 1% of credit unions nationwide, CoVantage offers a progressive work environment and the opportunity to be part of a growing mission-based organization that takes pride in giving back to their communities and providing exceptional service to members.

CoVantage invests in our team members! Benefits include a 401k employer match of up to 200%, a bonus of annual salary up to 4%, a generous employer HSA contribution, and paid time off for community service. The pay for this role is $72,206 - $108,310

Job Duties

• Produces and remits various regulatory reports in a timely manner
• Provides relevant reports to committee members for the credit union's asset/liability and allowance for credit loss committees
• Prepares credit union financial and asset/liability reports
• Develop implementation enhancements, performs back testing, and facilitates periodic third-party validations
• Maintains the credit union's investment accounting ledgers and reports
• Participates in administrative and operational support of credit union departments
• Assists with the preparation of the credit union's annual budget and forecasting
• Provide ongoing monitoring and advice in credit union accounting matters especially emerging issues relating to the Funds Management Policy, the Allowance for Loan Loss Policy, the Investment Policy, and other relevant credit union policies.

Qualifications

• Bachelor’s degree in Accounting or Finance. MBA and/or CPA designation desired.
• Double entry, accrual accounting experience required.
• Previous experience in financial institution accounting or operations is preferred.
• Previous experience in data mining, analysis, and interpretation.
• Able to work in direct, professional contact with a wide variety of people on a daily basis.
• Able to work independently with accuracy under moderate to severe time constraints.
• Must be bondable.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
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