Financial Analyst: Budgeting, Profitability & Analytics

RBFCU Insurance Agency LLC; Texas; On-site; USD 52,000 - 76,000; Full time

Job summary

RBFCU Insurance Agency LLC is seeking a Financial Analyst for our ASC location in Live Oak, Texas. The role focuses on monthly/quarterly financial analysis, budgeting, and profitability assessments, with responsibilities spanning journal entries, reconciliations, and regulatory reporting.

The ideal candidate will have a Finance or Accounting degree, strong GAAP knowledge, and proficiency in Microsoft Office 365 and Excel.

Qualifications

• Bachelor’s degree in Finance, Accounting, or related field.

Responsibilities

• Prepare and present financial, statistical, and operational analyses for management and other departments.
• Perform variance analysis and identify key trends in financial results.
• Prepare monthly journal entries for general ledger accounts such as borrowings and perform routine reconciliations.
• Assist in semi-annual operating and capital budgeting and profitability analysis across departments and products.
• Aggregate investment data for accounting purposes and support quarterly Call Reports and other regulatory filings.
• Collaborate with business units and Finance teams on recurring and ad hoc projects; work well in a team environment.
• Work independently on assigned tasks and adapt to changing duties as needed.

Skills

GAAP fundamentals

Variance analysis

Budgeting & forecasting

Financial reporting & analysis

Independence & teamwork

Excel proficiency

Education

Bachelor’s degree in Finance or Accounting

Tools

Microsoft Office 365

Excel

Job description

RBFCU Insurance Agency LLC is seeking a Financial Analyst for our ASC location in Live Oak, Texas. The role focuses on monthly/quarterly financial analysis, budgeting, and profitability assessments, with responsibilities spanning journal entries, reconciliations, and regulatory reporting.

The ideal candidate will have a Finance or Accounting degree, strong GAAP knowledge, and proficiency in Microsoft Office 365 and Excel.