Financial Analyst II

TEN Credit UnionNashville, TN
Onsite

About The Position

As a Financial Analyst II, you will drive business strategy by developing dynamic financial models through benchmarking and process analysis. You will evaluate and report on financial performance, champion the automation of financial workflows, and ensure all transactions maintain strict compliance with Generally Accepted Accounting Principles (GAAP) standards specific to our Credit Union. About TEN Credit Union At TENCU, we believe in building a team that is guided by our core values of Member-Centric, Integrity, and Innovation. While we take our work seriously, we don't take ourselves too seriously. We're a team of innovators driven by creativity, collaboration and, above all, the joy we find in what we do.

Requirements

  • Exceptional communication skills for handling sensitive information, resolving conflict, and navigating complex personal interactions
  • Ability to build, foster, and maintain sound relationships with external entities, clients, and partners
  • Deep working knowledge of GAAP (Generally Accepted Accounting Principles)
  • Strong proficiency in core banking software and technology platforms
  • Bachelor's Degree in Accounting or Finance required
  • Minimum of three to five years prior accounting experience required, preferably in a credit union or financial institution
  • Required to be ACH Certified (Accredited ACH Professional (AAP))
  • Proficiency in Microsoft Office (Word, Excel, PowerPoint) and email tools such as Outlook

Nice To Haves

  • Experience in or knowledge of financial institution products, services, and records preferred

Responsibilities

  • Research historical data to forecast quarterly and annual cost projections
  • Develop forecast models, analyze financial performance, and assist in managing key financial measures (revenue, gross profit, expense, and cash)
  • Reconcile general ledger accounts and assist with month-end/year-end close processes, audits, and tax reporting
  • Assist with maintenance, support, and integrity of the CECL model.
  • Assist with both consumer and business ACH and Share Draft process
  • Ensure all daily transactions and financial statements comply with GAAP specific to the Credit Union industry
  • Assist in the preparation of financial reports and provide advice on cost-reducing techniques
  • Participates in budgeting (for departments and projects)
  • Assist in training new personnel and overseeing the cross-training of the Accounting department staff
  • Maintains confidentiality of financial information and investment decisions

Benefits

  • Competitive pay
  • Employer-paid medical insurance
  • Employer-paid dental insurance
  • Employer-paid vision insurance
  • 401(k) Defined Contribution Plan with a generous 7% match
  • Eleven (11) paid holidays
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