Financial Planning and Reporting Analyst

Farm Credit Mid-America; Louisville (KY); Hybrid; USD 82,000 - 141,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

401(k) plan with company contributions

Paid vacation and holidays

Well-being and fitness reimbursement

Tuition reimbursement and professional

Job summary

Farm Credit Mid-America is a financial services cooperative serving farmers and rural communities across several states. The Financial Planning and Reporting Analyst will drive budgeting, forecasting, and financial modeling to support strategic decisions and regulatory compliance.

You will prepare reports, collaborate with leadership, and ensure accuracy in financial data and analysis. The role emphasizes cross-functional partnership, adherence to GAAP, and contributing to a robust total rewards

Qualifications

• High School Diploma/GED with 5 years relevant experience.
• Bachelor's Degree with 1 year relevant experience preferred.
• Experience using Excel for financial reporting, analysis, or data management preferred.
• Experience with OneStream or similar financial planning/reporting systems preferred.
• Lending, banking, or financial services experience preferred.
• GAAP experience preferred.

Responsibilities

• Develops and monitors the Association’s financial budget, long-range plan, and forecasting processes, providing analysis and insights that support strategic planning and performance management.
• Prepares financial reports, shareholder communications, and regulatory filings, ensuring compliance with GAAP, FCA regulations, and internal control requirements.
• Provides complex financial modeling, scenario analysis, and decision-support reporting that enables management, the Board, and committees to evaluate performance, risks, and strategic opportunities.
• Leads critical financial analyses related to profitability, allowance for loan losses, net interest margin, spread management, and cost allocations to improve financial performance and resource utilization.
• Coordinates tax reporting and compliance activities, supporting the preparation of federal and state tax filings, audits, and related financial documentation.
• Serves as a trusted financial advisor to business leaders by translating complex financial data into actionable insights, strengthening financial understanding, and supporting informed decision-making across the organization.

Skills

Financial analysis

Budgeting

Forecasting

Communication

Education

High School Diploma/GED

Bachelor's Degree

Tools

Excel

OneStream

Job description

Farm Credit Mid-America is a financial services cooperative serving financial needs of farmers and rural residents in Arkansas, Indiana, Kentucky, Missouri, Ohio, and Tennessee. Our purpose is to secure the future of rural communities and agriculture. We are passionate about serving the needs of our rural communities and creating positive customer experiences.

Farm Credit Mid-America is a great place to work! We have been named as a Best Places to Work in Kentucky for the past 13 years. At Farm Credit Mid-America we put our customers and team members at the heart of all we do.

Schedule

Full Time, Hybrid

Travel Required

0% - 5%

Compensation

The salary range for this position is estimated to be $82,497.00 – $141,221.00 annualized, which reflects the company’s current estimate of the potential compensation range at the time of posting. This salary range reflects the anticipated compensation for this position and represents one component of the total rewards package. Final compensation will be determined based on factors such as experience, skills, education, qualifications, and allotted budget. The organization offers a comprehensive benefits program as part of its overall compensation strategy, and salary ranges are reviewed periodically to remain aligned with market conditions.

Benefits At A Glance

Eligible team members have access to a comprehensive benefits package that includes:

• Medical, dental, and vision insurance
• Well-being and fitness reimbursement programs
• Paid vacation, sick leave, and holidays
• 401(k) plan with company contributions and matching opportunities
• Paid parental leave
• Short-term and long-term disability coverage
• Tuition reimbursement and professional development programs
• Community involvement and volunteer opportunities
• Variable compensation opportunities for eligible positions

About Our Opportunity

Executes the Association’s financial planning, reporting, and analytical processes to provide accurate financial insights that support strategic decision-making, regulatory compliance, and financial performance management. Serves as a key finance partner to leadership by delivering financial models, forecasting, profitability analysis, and reporting that inform business strategy, risk management, and operational decisions.

The Financial Planning and Reporting Analyst contributes independently to routine and recurring work with growing confidence and consistency. It applies established procedures, manages assigned responsibilities effectively, and collaborates with others to support business outcomes. Team members at this level are expanding functional knowledge, strengthening judgment, and developing problem-solving skills within defined parameters.

How You Will Spend Your Time

• Develops and monitors the Association’s financial budget, long-range plan, and forecasting processes, providing analysis and insights that support strategic planning and performance management.
• Prepares financial reports, shareholder communications, and regulatory filings, ensuring compliance with GAAP, FCA regulations, and internal control requirements.
• Provides complex financial modeling, scenario analysis, and decision-support reporting that enables management, the Board, and committees to evaluate performance, risks, and strategic opportunities.
• Leads critical financial analyses related to profitability, allowance for loan losses, net interest margin, spread management, and cost allocations to improve financial performance and resource utilization.
• Coordinates tax reporting and compliance activities, supporting the preparation of federal and state tax filings, audits, and related financial documentation.
• Serves as a trusted financial advisor to business leaders by translating complex financial data into actionable insights, strengthening financial understanding, and supporting informed decision-making across the organization.
• Completes routine assignments independently using established procedures and sound judgment.
• Applies working knowledge to resolve common issues and identifies when to seek guidance.
• Communicates clearly with teammates and internal partners to support coordinated work.
• Organizes workload to meet deadlines and deliver consistent, reliable outcomes.
• Contributes ideas that strengthen processes, accuracy, and effectiveness.
• Uses available tools and resources to resolve straightforward issues and improve confidence.

Education & Experience

• High School Diploma/GED with 5 years relevant experience.
• Bachelor's Degree with 1 year relevant experience preferred.
• Experience using Excel for financial reporting, analysis, or data management preferred.
• Experience with OneStream or similar financial planning/reporting systems preferred.
• Lending, banking, or financial services experience preferred.
• GAAP experience preferred.

Mental & Physical Requirements

While performing the responsibilities of this role, team members typically sit for extended periods, use hands for computer and office tasks, and communicate verbally. Standing or walking may be required on a frequent basis, with occasional reaching, lifting, or moving items weighing up to ten pounds. Vision requirements include close and distance vision. The work environment generally involves a moderate noise level.

This role requires sustained mental focus, problem-solving, and the ability to manage multiple tasks, with extended computer use common. Some positions may include additional physical or mental requirements related to driving, such as holding a valid driver’s license and the ability to travel long distances.

Reasonable accommodations will be considered to enable individuals to perform the essential functions of the role.

Farm Credit Mid-America provides a competitive total rewards package to our team members. This includes an award winning 401(k) Plan. Our Health and Financial wellness benefits provide safety, security and peace of mind for you and your family. Here is a highlight of our Total Rewards and Benefits.

Farm Credit Mid-America is an equal opportunity employer, and all applicants will receive consideration for employments without regard to age, race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability, or any other category protected by law.