Impactful Financial Analyst — Asset/Liability Insights (401k Match)

CoVantage Credit Union

United States

Remote

USD 72,000 - 108,000

Full time

14 days+

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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

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.

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