Financial analyst

You will also be expected to monitor customer credit accounts and take necessary action to collect delinquent payments.

Responsibilities:

• Accurately and efficiently process customer credit applications
• Maintain accurate and up-to-date customer credit records
• Resolve customer credit inquiries in a timely manner
• Monitor customer credit accounts for any irregularities
• Take appropriate action to collect delinquent payments
• Participate in the monthly, quarterly, and annual forecasting process to ensure the timeliness and accuracy of reporting
• Develop ad hoc complex models in Excel when third-party models cannot be used
• Monitor key financial metrics and performance indicators, analyzing trends and identifying areas for improvement or risk mitigation
• Collaborate with the Accounting team during the monthly close process by providing monthly margin analysis and rate volume analysis
• Prepare monthly reporting and analyses for management and board reporting
• Establish and maintain working relationships with third-party advisory firms engaged in support of ALM and Investment strategies.

Skills:

• Proficient in Accounting Software Systems, CapEx, ERP - Enterprise Resource Planning, ERP Solutions, and Great Plains (GPAC)
• Knowledgeable in Accounting Functions, Budget Processes, Expense Reporting, and Finance. • Minimum of 1 year of experience as a Financial Analyst or related role within a Credit Union or similar financial institution
• Proficiency in Accounting Software Systems
• Experience in CapEx decision-making processes
• Knowledge of ERP - Enterprise Resource Planning and other ERP Solutions
• Familiarity with Great Plains (GPAC) software
• Proficiency in using the About Time software
• Solid understanding of Accounting Functions
• Experience in Budget Processes
• Familiarity with Expense Reporting procedures
• Strong understanding of Finance principles and practices
• Excellent communication, analytical, and problem-solving skills
• Ability to handle confidential information with discretion
• Bachelor's degree in Finance, Accounting, or related field
• Relevant certifications such as CFA, CPA, or CMA would be an advantage.