Financial Analyst

**Essential Duties and Responsibilities: include the following with other duties may be assigned.**:

- Daily maintenance of data and functional integrity of financial systems based on user interaction and vendor/investor notification.
- Supports the installation and implementation of new software applicable to Finance and assures project timelines and requirements are met.
- Performs user acceptance testing for organizational implementations and releases.
- Continuous monitoring of Board Policies, Financial guidelines, programs, and third-party vendor adjustments to maintain regular updates to the appropriate systems to ensure accuracy of all associated data fields.
- Applies proven communication, analytical, and problem-solving skills to help maximize the benefit of system investment.
- Responsible for daily, weekly, monthly, quarterly, yearly reporting of various financial reporting and metrics.
- Remains cognizant of and adheres to credit union policies and procedures, and regulations pertaining to the Bank Secrecy Act.
- Achieves department metrics and goals, develops within the team, and lives the NASA FCU Core Values.
- Applies Generally Accepted Accounting Principles (GAAP) that include work that is analytical, creative, evaluative, and advisory in nature and that requires an understanding of both accounting theory and practice.
- Understands management’s strategic business unit goals and assist in developing tactical processes, both in procedures and utilizing software capabilities to support those goals.
- Maintains training documentation, historical files, internal procedures and assists with updating policies.
- Applies policies and procedures as well as federal, state, and local regulations governing general accounting practices to insure accurate and effective adherence.
- Performs qualitative and quantitative data analysis using analytical techniques, tools, models & simulations.
- Analyzes, reviews, documents, and substantiates period to period variances within monthly financial statements for NASA Federal and/or the CUSOs.
- Develops data visualizations and/or dashboard reporting for management review of financial and operational results.
- Maintenance of data and system integrity for financial systems including the portfolio analytics system.
- Advanced skill in presenting findings, conclusions, alternatives, and information clearly and concisely.
- Serves on automated financial systems improvement and product configuration initiatives.
- Establishes, modifies, documents, and coordinates implementation of accounting control procedures.

**Education and Experience**:

- Bachelor’s Degree in Accounting, Finance and/or related business is required; with at least 5 years related experience and/or training.
- Requires a thorough knowledge of the fundamental doctrines, theories, principles, and terminology of accountancy, and often entails some understanding of such related fields of business law, statistics, and general management.

**Other Skills and Abilities**:

- Ability to work additional hours as your position may from time to time require to complete projects and meet deadlines.
- Must be highly skilled in dealing with financial and numeric data.
- Must be highly skilled in use of Excel Spreadsheets.
- Must be skilled in the use of MS Word.
- Must be able to effectively handle multiple projects simultaneously in a fast-paced environment driven by deadlines.
- Ability to work independently and as part of a team and take on new tasks with an elevated level of difficulty.
- The individual will be expected to work with mínimal up-front guidance and take ownership of his/her work product.
- Knowledge of Accounting software; Database software; Project Management software; Spreadsheet software and:

- The current software systems utilized are Symitar, FICS Mortgage Accountant and Mortgage Servicer, SAGE, DocuSign, Smartsheets, MS-Excel Spreadsheet software, MS-Word Word Processing software, ProfitStars Model Management, Blackline, Call Report Pro, nCino and several 3rd party lending platforms.

**Communication Skills**:

- Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. Ability to draft reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the public.

**Our generous benefit package includes**:

- $100,000 - $150,000 / Annually
- 401(k) match to 6% of earnings - immediate enrollment and 100% vesting
- Choice of two health plans
- Dental
- Vision
- Life Insurance - no cost
- Long-term Disability Insurance - no cost
- Employee Assistance Program - no cost
- Paid vacation
- Paid sick time
- 11 Paid holidays
- Profit Sharing eligible
- Pet Insurance
- Identity Theft Protection