Interim Financial Analyst II - 60-90 days - Chatsworth - onsite

Premier America Credit Union; Chatsworth (GA); On-site; USD 44,000 - 55,000; Full time

Job summary

Premier America Credit Union is seeking an Interim Financial Analyst to provide analytical and planning support for the Finance Division. The role focuses on monthly closings, budgeting, forecasting, variances, and reporting to senior management, auditors, and regulators.

You will help maintain financial models, prepare ALCO materials, and assist the accounting team with payroll postings and GL reconciliations.

Qualifications

• Minimum four (4) years of experience in Finance and/or Accounting.
• Financial analysis experience in a credit union or banking industry preferred.
• Bachelor’s degree in Finance, Accounting, Economics or related field.
• Strong analytical and problem‑solving skills.
• Advanced knowledge in Excel, Word, PowerPoint, EditPro and reporting software.
• Familiar with complex financial modeling, budgeting and forecasting.

Responsibilities

• Provide analytical and planning support to the Finance Division.
• Contribute to monthly closing, board reports, and budgeting/forecasting.
• Assist in variance reporting, regulatory calls, and research for projects.
• Develop financial modeling assumptions and maintain A/L models and reports.
• Prepare ALCO/Board meeting packets and support committees.
• Support accounting functions including payroll posting and GL reconciliations.
• Ensure accurate reporting for financial statements and call reports.

Skills

Finance/Accounting

Advanced Excel

GAAP knowledge

Financial modeling

Budgeting & Forecasting

Education

Bachelor's degree in Finance, Accounting, Economics or related field

Tools

EditPro

Excel

Word

PowerPoint

Job description

Description

Interim Financial Analyst - 60-90 days - Chatsworth - Onsite

Overview

Primarily responsible for providing analytical and planning support to the Finance Division and adds value to the credit union by providing accurate analysis and reporting related to the Finance functions.

What You Will Do

• Assumes responsibility for the effective performance of financial analysis and reporting.
• Monthly Closing Package and Board Reports – Responsible for portions of end of month closing process in the Prologue GL system and prepares the monthly closing package for management review. Prepares regular monthly and other reports on request for the President/CEO, other members of management, auditors and regulatory examiners. Assists in the development of annual budget/forecasts and monitoring of budget/forecast progress by reporting variances from the established budget. Ensures accurate reporting for portions of monthly and quarterly financial statements and call reports and collaborates directly with other departments to perform research and analysis to complete projects.
• Contributes to moderately complex aspects of a project in terms of analyzing and updating key assumptions for financial modeling software.
• Attends seminars and professional conferences as necessary.
• Stays informed of trends and changes in the financial field.
• Maintain written procedures for the complete A/L modeling function from data gathering to outputs and reporting of results.
• Provide support to the Accounting Department and the Manager, Financial Analysis by being responsible for the accurate and timely funding and posting of confidential payroll and employee benefits to the general ledger; processing investment transactions in the Prologue Investment Accounting system, manual processing of certain investment payments; preparing monthly reconcilement of assigned GL accounts as needed and maintenance of Prologue financial report templates.
• Prepare meeting packets for ALCO Committee and Board Finance Committee. Assumes responsibility for establishing and maintaining effective communication and coordination with Premier America staff, ALCO Committee, and Board Finance Committee. Provide support to ALCO Committee, Board Finance Committee, Product & Pricing Committee, the Accounting Department, and other departments as assigned.
• Annual forecasts and operating budgets – Supports the VP, Finance in annual budget preparation/consolidation process, integrates budget data in the Prologue GL system, and prepares monthly expense budget variance reports for management comments or explanation.
• Regulatory and Management Reports – Prepares a portion of the Call Report by performing quarterly calculation of insured and uninsured shares, weighted yields and costs of loans and shares, and other schedules as needed with accuracy and timeliness. Prepare and file weekly FR2900 reports. Prepare weekly cash flow projections and share & loan reports for the Product & Pricing Committee.
• Prepare regular monthly and other reports on request for the President/CEO, other members of management, auditors and regulatory examiners.
• Assists in the development of annual budget/forecasts and monitoring of budget/forecast progress by reporting variances from the established budget.
• Ensures accurate reporting for portions of monthly and quarterly financial statements and call reports and collaborates directly with other departments to perform research and analysis to complete projects.
• Contributes to moderately complex aspects of a project in terms of analyzing and updating key assumptions for financial modeling software.
• Attends seminars and professional conferences as necessary. Stays informed of trends and changes in the financial field. Maintains written procedures for the complete A/L modeling function from data gathering to outputs and reporting of results.

Requirements

What We Are Looking For

• Minimum four (4) years of experience in Finance and/or Accounting.
• Financial analysis experience in a credit union or banking industry preferred.
• Bachelor’s degree in Finance, Accounting, Economics or related field.
• Strong analytical skills. Work requires analytical ability, judgment and ingenuity.
• Strong problem-solving skills to effectively research, investigate and offer solutions to issues that are more complex in nature.
• Financial formulas and investment instruments, detail oriented and work accuracy.
• Advanced knowledge in using Excel, Word, PowerPoint, EditPro and other database or reporting software.
• Must be familiar with complex financial modeling and simulations, margin analysis, funds transfer pricing and product profitability, budgeting and forecasting.
• Knowledge of credit union products.
• Working knowledge of GAAP and financial accounting/reporting.
• Understanding of monetary and economic policies and regulations affecting financial institutions.

Pay Grade Info

The base pay range for this position is: $32-$40/hourly