JobsBusiness & Financial AnalystUnited StatesFinancial Analyst
CoVantage Credit Union
Posted 5 days ago
Financial Analyst
CoVantage Credit Union · New Lenox, Illinois, United States · also Neenah, Wisconsin, United States, Town of Antigo, Wisconsin, United States, Town of Hewitt, Wisconsin, United States
In short
The Financial Analyst will produce regulatory and financial reports while providing analysis for asset/liability and credit loss committees. They will also assist with annual budgeting, forecasting, and monitoring accounting policies.
What they're looking for
MUST-HAVE SKILLS
ALSO MENTIONED
Candidates must hold a bachelor's degree in Accounting or Finance and possess experience in double-entry, accrual accounting. Previous experience in financial institution accounting and data analysis is preferred.
About CoVantage Credit Union
WEBSITE
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Questions about this role
- Is this CoVantage Credit Union role remote?
- Tagged on site.
- What does it pay?
- The posting lists $72,206–$108,310 a year.
- Does it sponsor visas?
- Listed as no visa sponsorship.
- What experience does it ask for?
- Listed as 2-5 years.
The posting, in full
Do you have strong analytical skills and have a passion for numbers? Join CoVantage Credit Union’s growing accounting team as a Financial Analyst! Having ranked in the top 1% of credit unions nationwide, CoVantage offers a progressive work environment and the opportunity to be part of a growing mission-based organization that takes pride in giving back to their communities and providing
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- Do you have strong analytical skills and have a passion for numbers? Join
- CoVantage Credit Union’s growing accounting team as a Financial Analyst! Having
- ranked in the top 1% of credit unions nationwide, CoVantage offers a progressive
- work environment and the opportunity to be part of a growing mission-based
- organization that takes pride in giving back to their communities and providing
- exceptional service to members.
- CoVantage invests in our team members! Benefits include a 401k employer match of
- up to 200%, a bonus of annual salary up to 4%, a generous employer HSA
- contribution, and paid time off for community service. The pay for this role is
- $72,206 - $108,310
Job Duties
- Produces and remits various regulatory reports in a timely manner
- Provides relevant reports to committee members for the credit union's
asset/liability and allowance for credit loss committees
- Prepares credit union financial and asset/liability reports
- Develop implementation enhancements, performs back testing, and facilitates
periodic third-party validations
- Maintains the credit union's investment accounting ledgers and reports
- Participates in administrative and operational support of credit union
departments
- Assists with the preparation of the credit union's annual budget and
forecasting
- Provide ongoing monitoring and advice in credit union accounting matters
- especially emerging issues relating to the Funds Management Policy, the
- Allowance for Loan Loss Policy, the Investment Policy, and other relevant
- credit union policies.
Qualifications
- Bachelor’s degree in Accounting or Finance. MBA and/or CPA designation
desired.
- Double entry, accrual accounting experience required.
- Previous experience in financial institution accounting or operations is
preferred.
- Previous experience in data mining, analysis, and interpretation.
- Able to work in direct, professional contact with a wide variety of people on
a daily basis.
- Able to work independently with accuracy under moderate to severe time
constraints.
- Must be bondable.
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