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

Socket.dev; West Chatsworth (CA); On-site; USD 44,000 - 55,000; Full time

Job summary

Socket.dev is seeking an Interim Financial Analyst for a 60-90 day engagement in Chatsworth, onsite. You will provide analytical and planning support to the Finance Division, delivering accurate reporting and budgeting insights.

The role focuses on monthly closings, board reports, forecasting, and collaboration with other departments to ensure accurate financial statements and regulatory reporting. Onsite work in Chatsworth with senior leadership involvement.

Qualifications

• Minimum four (4) years of experience in Finance and/or Accounting.
• Bachelor’s degree in Finance, Accounting, Economics or related field.
• Strong analytical and problem-solving skills with attention to accuracy.

Responsibilities

• Perform financial analysis and reporting for monthly closing and board reports.
• Assist in annual budgets/forecasts and variance analysis.
• Prepare regulatory and management reports and ALCO/Board packets.

Skills

Excel

PowerPoint

EditPro

Financial analysis

Budgeting/Forecasting

GAAP

Data analysis

Problem solving

Education

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

Tools

Prologue GL

Prologue Investment Accounting

Financial reporting software

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