Financial Planning (Hybrid/Onsite Live Oak, TX)
About The Position
The Financial Analyst performs and assists with monthly and quarterly department financial analysis, including variance analysis, budgeting and forecasting, product and department profitability, and investment accounting. The role also completes special analytical projects involving the compilation and analysis of large data sets. It is based at the ASC main campus in Live Oak, Texas, with a hybrid/onsite designation. The position produces financial, statistical, and operational analysis; prepares journal entries and account reconciliations; supports operating and capital budgets and profitability reporting; assists with investment data aggregation and regulatory reports; and participates in month-end, quarterly, and year-end close and reporting processes. The Financial Analyst collaborates with business units and Finance teams, and works independently or as part of a group.
Requirements
- Bachelor’s degree in Finance, Accounting, or a related field.
- Less than one year of job-related experience.
- Solid understanding of GAAP fundamentals, including the ability to analyze and interpret financial statements.
- Ability to work independently on assigned work and in a group environment.
- Strong knowledge of Microsoft Office 365, with proficiency in Excel.
Nice To Haves
- Working knowledge of how a financial institution operates.
- Banking or financial services experience.
Responsibilities
- Produce financial, statistical, and operational analyses requested by management or other Credit Union departments.
- Analyze financial results, perform variance analysis, and identify key trends.
- Prepare and process monthly journal entries for moderately complex general ledger accounts, such as borrowings.
- Prepare routine account reconciliations to support ending balances.
- Assist in preparing semi-annual operating and capital budgets.
- Analyze key drivers of profitability across departments and products.
- Help prepare and maintain profitability reports for senior management and the board.
- Assist with aggregating investment data for accounting purposes.
- Perform peer reviews and reconciliations of financial reports to ensure data integrity.
- Assist in preparing the quarterly Call Report and other regulatory reports.
- Participate in close review, analysis, and monthly, quarterly, and year-end reporting processes.
- Collaborate with Credit Union business units and Finance teams on recurring and ad hoc projects.
- Work independently on assigned work and in a group environment.
- Perform other duties as assigned.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
