Financial Analyst

CoVantage Credit Union; United States; Remote; USD 72,000 - 108,000; Full time

Benefits offered by this job

401k match up to 200%

Annual bonus up to 4%

HSA contribution

PTO for community service

Job summary

CoVantage Credit Union is seeking a Financial Analyst to strengthen its accounting team. The role focuses on producing regulatory reports, assisting with budgeting and forecasting, and delivering insightful financial analyses to support asset/liability decisions.

The position offers robust benefits including a 401k match, annual bonus potential, HSA contributions, and PTO for community service. A Bachelor’s degree in Accounting or Finance is required, with MBA/CPA desirable.

Qualifications

• Bachelor’s degree in Accounting or Finance required.
• Double-entry accrual accounting experience required.
• Experience in financial institution accounting preferred.
• Data mining, analysis, and interpretation experience.
• Able to work with diverse people daily.
• Independent work style under time constraints.
• Must be bondable.

Responsibilities

• Produce and remit regulatory reports in a timely manner.
• Provide reports to committees on asset/liability and loan loss.
• Prepare credit union financial and asset/liability reports.
• Develop enhancements, back testing, and third-party validations.
• Maintain investment accounting ledgers and reports.
• Support departments administratively and operationally.
• Assist with annual budget and forecasting.
• Monitor and advise on accounting issues per relevant policies.

Skills

Data analysis

Regulatory reporting

Analytical thinking

Communication

Team collaboration

Attention to detail

Education

Bachelor’s degree in Accounting or Finance

MBA or 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.

• 401k employer match of up to 200%
• a bonus of annual salary up to 4%
• a generous employer HSA contribution
• 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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