Schedule: Mon - Fri: 8 AM - 5 PM (40 Hours) Hybrid (5 days/month onsite req)

Essential Functions:

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Prepare and analyze monthly, quarterly, and annual reporting requirements.
• Ensure the accuracy and timeliness of the preparation of reporting requirements, assigned analysis, and projects.
• Provide robust statistical analytics to support portfolio modeling, member behavior, pricing sensitivity, pricing studies. Continuously improve analytical capability of the team to provide insightful and relevant recommendations to drive business decision making.
• Review financial statements and related comprehensive analyses for variances and trends.
• Demonstrate innovation in collaborating with other departments to develop effective financial data and reports from various systems.
• Enhance, improve, and maintain written procedures for the accounting/finance department.
• Initiate, develop and maintain financial and operational accounting efficiencies.
• Provide innovative ideas to the accounting/finance department as well as improve efficiencies to various aspects of the department.
• Assist in the coordination and preparation of third party audit and review materials.
• Assist in the implementation of changes in accounting/finance (for systems and reporting) as well as the implementation of new accounting standards and policies.
• Perform ad hoc projects and analyses for credit union management.
• Perform other job-related duties as assigned.
• Complete all required Bank Secrecy Act related training annually and maintain knowledge of current BSA policies, specifically those related to cash handling (CTR filing) and identifying and reporting possible suspicious activity.
• Ability to work on multiple projects concurrently and meet deadline dates
• Advance knowledge of MS excel and familiarity of power query and/or other business intelligence tools.
• Perform other job-related duties as assigned by Managers(s).
• Responsible for preparation, coordination, and documentation of more technical financial analysis projects pertaining to all area of focus with limited supervision.
• Provide innovative ideas to the department as well as improve efficiency to various processes of the
• Participate in the development of other financial analyst’s while also furthering the development of your supervisory skills.

Other Duties:

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.

Job Competencies:

• Strong written and verbal communication skills
• Strong analytic, financial modeling and reporting skills
• Ability to work with advanced spreadsheets, general ledger accounting systems, and other general technology such as report writers and budget software.
• Ability to dissect raw accounting data into a summarized analysis
• Ability to perform research on current and new accounting and/or finance related issues
• Ability to work independently.
• Strong organizational skills with attention to detail.

Education and Experience Requirements:

• Bachelor’s degree in accounting/finance or related work experience.
• 2 – 4 years of financial analyses experience

Additional Eligibility Requirements:

• Proficiency in the use of software applications, databases and spreadsheets

Supervisory Responsibility:

Assists in the training of other Financial Analyst

Work Environment:

This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopier/scanner, filing cabinets, and fax machines. The hours and days of work are established as needed by operations and at the direction of management and, while generally as shown below, may be changed (increased or decreased) by management as required. Hours of Work: Generally 8:00 - 5:00 PM as scheduled by management with 1 HR. LUNCH. Overtime may be scheduled as needed and directed by management. Days of Work: Normally - MONDAY - FRIDAY as scheduled by management and SATURDAY, SUNDAY & HOLIDAYS if needed by operations and approved by management.

Physical Demands:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. This is a largely sedentary role. While performing the duties of this job, the employee is regularly required to stand, talk, hear, and use hands and fingers to handle, feel or operate objects, tools or controls and to reach with hands and arms.

Travel:
Occasionally attend seminars and conferences.

Service Excellence: The DCU Way:
All employees are expected to provide service excellence the “DCU Way” through teamwork and by providing quality service to internal and external members, incorporating the Guiding Principles of DCU’s culture:

• People come first
• Do the right thing
• Make a difference

Bank Secrecy Act (BSA):

All Credit Union employees are required to complete all BSA related training annually and maintain knowledge of current BSA policies, specifically those related to functions performed within the department and identify and report possible suspicious activity.

We are proud to be an EEO/AA employer M/F/D/V.

#LI-HYBRID #alm #profitability

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)