Senior Financial Reporting and Systems Analyst

ESL All Companies•Rochester, NY

1d•Hybrid

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