Senior Financial Reporting and Systems Analyst
About The Position
The Senior Financial Reporting & Systems Analyst serves as a key technical and analytical leader within the Financial Reporting function of a large, federally insured credit union. This role owns the end-to-end preparation and governance of internal and external financial reports, NCUA call report submissions, and GAAP-compliant financial statements — while simultaneously serving as the primary administrator and subject-matter expert for the organization's financial systems and reporting platforms. The ideal candidate brings deep credit union accounting knowledge, a command of regulatory reporting requirements, and a demonstrated ability to manage financial technology infrastructure. This role is well-suited for a professional who bridges the gap between finance and systems, and who thrives in a continuously improving environment.
Requirements
- Bachelor’s degree in accounting, business administration, finance, or related field
- 5+ years finance/accounting experience
- Critical thinking, strong analytical, interpersonal and time management skills required.
- Self-directed and self-motivated; must be able to address complex tasks with minimal guidance.
- Strong communication skills including ability to communicate complex accounting concepts to non-accountants
- Deep knowledge and proficiency in GAAP and financial services accounting
- Demonstrates alignment with ESL’s Core Values, mission, vision, and Purpose to help our community thrive and prosper
Nice To Haves
- Master’s degree in accounting, business administration, finance, or related field
- 5+ years finance/accounting experience in financial services
- Certified Public Accountant (CPA)
- Financial Services Experience
- Experience creating financial reports
Responsibilities
- Prepare accurate and timely NCUA Call Report (5300) filings, FR2900, 13F, 13H, NPX, and FFIEC51, ensuring alignment with regulatory definitions and current guidance
- Produce monthly, quarterly, and annual GAAP-compliant financial statements including the balance sheet, income statement, and statement of cash flows
- Prepare and review all supporting schedules for external audit engagements, serving as a liaison with external auditors on financial reporting matters
- Manage all NCUA, state regulatory, and Board-level financial report packages with appropriate review controls and documentation
- Ensure ongoing compliance with applicable FASB ASC standards and NCUA regulations, monitoring emerging guidance and assessing impact on reporting policies
- Serve as primary system administrator for the core financial reporting platform(s), general ledger system, and associated reporting tools (e.g., Prologue, Axiom, Emburse, Terrapin, etc….)
- Own user access controls, permission structures, and segregation-of-duty configurations across financial systems in coordination with S&T internal audit
- Lead system upgrades, patch releases, and configuration changes; develop and execute user acceptance testing (UAT) scenarios for all financial system updates
- Design, build, and maintain automated reports, dashboards, and data extracts to support operational and executive reporting needs
- Partner with the S&T department and third-party vendors to troubleshoot system issues, manage integrations, and ensure data integrity across platforms
- Document system workflows, configurations, and reporting logic; maintain a current system administration manual for continuity and audit readiness
- Conduct variance analysis on balance sheet, income statement, and key financial ratios; prepare commentary
- Identify and implement process improvements that increase the accuracy, efficiency, and timeliness of the financial close and reporting cycle
- Develop and maintain financial reporting procedures, internal controls documentation, and SOPs aligned with best practices and audit requirements
- Support budget-to-actual reporting, forecast updates, and ad hoc financial analysis as requested.
- Continuously develop skills and advance expertise
- Stay up to date with industry trends, emerging topics, and compliance changes
- Actively contribute to a culture of learning with the Accounting team by sharing knowledge.
- Other duties as needed to support departmental and organizational goals
Benefits
- wellness program
- family assistance plan
- 401k with match
- paid volunteer time
- Learning & Development training
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What This Job Offers
Job Type
Full-time
Career Level
Senior
