Financial Analyst

CoVantage Credit Union

• $72K — $108K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in Accounting or Finance; MBA/CPA preferable.
  • Experience in double entry and accrual accounting.
  • Preferred background in financial institution accounting or operations.
  • Experience in data mining, analysis, and interpretation.
  • Strong interpersonal skills for professional communication.
  • Ability to work independently and accurately under pressure.
  • Must meet bondability requirements.

Responsibilities

  • Produce and submit various regulatory reports punctually.
  • Provide relevant reports to asset/liability and allowance for credit loss committees.
  • Prepare financial and asset/liability reports for the credit union.
  • Develop implementation enhancements and perform back testing.
  • Manage the credit union's investment accounting ledgers and reports.
  • Support administrative and operational needs across credit union departments.
  • Assist with the preparation of the credit union's annual budget and forecasts.
  • Offer ongoing advice regarding credit union accounting matters and policies.

Benefits

  • 401k employer match up to 200%.
  • Annual salary bonus of up to 4%.
  • Generous employer HSA contribution.
  • Paid time off for community service activities.
Full Job Description


CoVantage invests in our team members! Benefits include a 401k employer match of up to 200%, a bonus of annual salary up to 4%, a generous employer HSA contribution, and paid time off for community service. The pay for this role is $72,206 - $108,310

Job Duties

  • Produces and remits various regulatory reports in a timely manner
  • Provides relevant reports to committee members for the credit union's asset/liability and allowance for credit loss committees
  • Prepares credit union financial and asset/liability reports
  • Develop implementation enhancements, performs back testing, and facilitates periodic third-party validations
  • Maintains the credit union's investment accounting ledgers and reports
  • Participates in administrative and operational support of credit union departments
  • Assists with the preparation of the credit union's annual budget and forecasting
  • Provide ongoing monitoring and advice in credit union accounting matters especially emerging issues relating to the Funds Management Policy, the Allowance for Loan Loss Policy, the Investment Policy, and other relevant credit union policies.


Qualifications

  • Bachelor's degree in Accounting or Finance. MBA and/or CPA designation desired.
  • Double entry, accrual accounting experience required.
  • Previous experience in financial institution accounting or operations is preferred.
  • Previous experience in data mining, analysis, and interpretation.
  • Able to work in direct, professional contact with a wide variety of people on a daily basis.
  • Able to work independently with accuracy under moderate to severe time constraints.
  • Must be bondable.

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