Financial Reporting Analyst

Wright-Patt Credit Union • Beavercreek, OH

23h • $69,680 - $104,603 • Onsite

About The Position

The Financial Reporting Analyst is responsible for preparing, maintaining, and distributing recurring financial and operational reports that support accounting, regulatory reporting, reconciliations, and management reporting functions for the credit union and subsidiaries. This role focuses primarily on historical financial data analysis, report development, data validation, reconciliation support, and operational reporting efficiency. The position works closely with Accounting, Finance, and business units to improve reporting accuracy, streamline reconciliation and task processes, enhance reporting controls, and identify opportunities for operational efficiencies through automation and process improvement initiatives.

Requirements

• Knowledge of accounting systems, reporting platforms, business intelligence tools, and financial data structures.
• Proficiency in Microsoft applications, reporting software, and other financial or operational systems.
• Understanding of cross-functional data flows, report mappings, and system relationships.
• Ability to maintain organized reporting schedules and documentation.
• Ability to collaborate with Accounting, Finance, and business units.
• Ability to research and resolve reporting discrepancies.
• Ability to prepare and compile financial data and supporting documentation.
• Understanding of regulatory and financial reporting requirements (e.g., NCUA 5300 Call Report, Form 990, CECL, ALM).

Nice To Haves

• Experience with workflow enhancements, process standardization, and automation opportunities.
• Experience in maintaining and improving reporting templates, procedures, and documentation.

Responsibilities

• Assisting in the preparation, validation, and compilation of recurring regulatory and financial reporting requirements, including the NCUA 5300 Call Report, Form 990 and 990-T tax return support, CECL reporting, ALM reporting, board packets, management reporting packages, monthly financial bundles and support for audits and examinations. Ensures reporting deadlines are met through accurate compilation, reconciliation, and organization of financial data and supporting documentation.
• Performing reconciliation and validation procedures between source systems, general ledger balances, and reporting accuracy. Research and assist in resolving reporting discrepancies and supports audit and examination request through preparation of reconciliation and support.
• Supporting initiatives focused to improve operational efficiencies within accounting and reporting processes through workflow enhancements, process standardization, automation opportunities, and reduction of manual reporting activities. Assisting with maintaining and improving reporting templates, procedures, and documentation to enhance consistency, accuracy, and scalability.
• Preparing recurring financial and operational reporting packages for management, committees, and other internal stakeholders utilizing historical financial data and account-level analysis. Assisting with compiling supporting requests related to accounting operations and financial reporting activities.
• Maintaining a positive and subservient mindset when collaborating with Accounting, Finance and all business units to obtain reporting data, resolve discrepancies, and support recurring reporting deliverables. Maintaining organized reporting schedules and documentation while providing general support for departmental and organizational reporting initiatives.
• Utilizing knowledge of accounting systems, reporting platforms, business intelligence tools, and financial data structures to support reporting and reconciliation functions across multiple systems and departments. Maintaining an understanding of cross-functional data flows, report mappings, and system relationships. Supporting reporting enhancements through effective use Microsoft applications, reporting software, and other financial or operational systems utilized within the organization.
• Performing all other duties assigned to support WPCU reporting, project initiatives, and efficiencies. Ensuring proper policies, procedures, risk mitigation activities, and operating controls are followed. Reporting gaps in policies, procedures, and operating controls to leadership to ensure member impact and risk is mitigated.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed