Interim Financial Analyst II - 60-90 days - Chatsworth - onsite
About The Position
The Interim Financial Analyst II provides analytical and planning support to the Finance Division, delivering accurate analysis and reporting related to Finance functions. This is an onsite interim position in Chatsworth for 60–90 days. The role supports financial analysis and reporting, including portions of the month-end close in the Prologue GL system and preparation of the monthly closing package for management review. It prepares reports for the President/CEO, management, auditors, and regulatory examiners; supports annual budget and forecast preparation and monitoring; reports budget variances; and helps ensure accurate portions of monthly and quarterly financial statements and call reports. The analyst collaborates with other departments on research and analysis and contributes to projects involving financial modeling assumptions. Additional duties include maintaining procedures for the complete asset/liability modeling function; supporting Accounting and the Manager, Financial Analysis with payroll and employee benefit postings, investment transactions, general ledger reconciliations, and Prologue financial report templates; and preparing meeting packets for the ALCO Committee and Board Finance Committee. The role also supports the ALCO Committee, Board Finance Committee, Product & Pricing Committee, Accounting Department, and other departments as assigned. The analyst supports annual budget preparation and consolidation with the VP, Finance, integrates budget data into the Prologue GL system, and prepares monthly expense budget variance reports. Regulatory and management reporting includes preparing portions of the Call Report, filing weekly FR2900 reports, and preparing weekly cash-flow projections and share and loan reports for the Product & Pricing Committee. The role attends seminars and professional conferences as necessary and stays informed of financial industry trends and changes.
Requirements
- At least four years of experience in Finance and/or Accounting.
- Bachelor’s degree in Finance, Accounting, Economics, or a related field.
- Strong analytical skills, including analytical ability, judgment, and ingenuity.
- Strong problem-solving skills to research and investigate complex issues and offer solutions.
- Knowledge of financial formulas and investment instruments, with attention to detail and accuracy.
- Advanced knowledge of Excel, Word, PowerPoint, EditPro, and other database or reporting software.
- Familiarity with complex financial modeling and simulations, margin analysis, funds transfer pricing, product profitability, budgeting, and forecasting.
- Knowledge of credit union products.
- Working knowledge of GAAP and financial accounting and reporting.
- Understanding of monetary and economic policies and regulations affecting financial institutions.
Nice To Haves
- Financial analysis experience in the credit union or banking industry is preferred.
Responsibilities
- Perform financial analysis and reporting, including portions of the month-end close in the Prologue GL system and preparation of the monthly closing package for management review.
- Prepare monthly and other reports for the President/CEO, management, auditors, and regulatory examiners.
- Assist with annual budget and forecast development, monitor progress, and report variances from the established budget.
- Ensure accurate reporting for assigned portions of monthly and quarterly financial statements and call reports, collaborating with other departments on research and analysis.
- Analyze and update key assumptions in financial modeling software for moderately complex projects.
- Maintain written procedures for the asset/liability modeling function, from data gathering through outputs and reporting results.
- Support Accounting and the Manager, Financial Analysis by funding and posting confidential payroll and employee benefits to the general ledger accurately and on time.
- Process investment transactions in the Prologue Investment Accounting system and manually process certain investment payments.
- Prepare monthly reconciliations of assigned general ledger accounts as needed and maintain Prologue financial report templates.
- Prepare meeting packets for the ALCO Committee and Board Finance Committee and coordinate effectively with Premier America staff and committee members.
- Support the ALCO Committee, Board Finance Committee, Product & Pricing Committee, Accounting Department, and other departments as assigned.
- Support the VP, Finance in annual budget preparation and consolidation, integrate budget data into the Prologue GL system, and prepare monthly expense budget variance reports for management comments or explanations.
- Prepare assigned portions of the Call Report, including quarterly calculations of insured and uninsured shares, weighted yields and costs of loans and shares, and other schedules as needed.
- Prepare and file weekly FR2900 reports.
- Prepare weekly cash-flow projections and share and loan reports for the Product & Pricing Committee.
- Attend seminars and professional conferences as necessary and stay informed of trends and changes in the financial field.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
