Financial Analyst

3 weeks ago

Neenah, United States Community First Credit Union Full time

At Community First Credit Union we are a community of member-owners. People joining together to improve their financial well-being and to help one another is at the core of who we are, becoming a strong and meaningful resource for our members, their families and our communities.

We believe that our members are best served when the credit union's financial performance is strong. As a Financial Analyst, you'll dive deeply into financial and management reporting and analysis, including forecasting and budgeting, helping to tell the behind-the-scenes story of our financial performance while creating robust and sophisticated models allowing us to plan for the future. Work with a team of finance professionals who are just as passionate about the details - and the complexities - as you are.

What You Would Do:

  • Provide exceptional WOW service to internal and external members, board members, vendors and partners
  • Prepare, review, and distribute financial and management reports on a weekly, monthly, and quarterly basis
  • Assist with month-end closing process, including the monthly financial statements
  • Track and analyze actual to budget variances on financial statements
  • Work with management to review variances and reforecast and analyze fluctuations
  • Assist with preparation of credit, liquidity, and interest rate risk reporting
  • Analyze financial data, interpret results, and prepare analyses to identify areas of opportunity or risk
  • Assist with budgeting and analysis, working collaboratively with management to complete all cycles of the budgeting process
  • Assist in audit functions, both internal and preparation for external auditors
An ideal candidate will have a combination of:
  • Bachelor's degree in Accounting, Finance, Economics, or a related field is required
  • A minimum of 5 years of Accounting experience in a financial, credit union, or banking industry is required

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