Financial Analyst I or II (depending on experience)

Company Description

Ent Credit Union exists to improve the financial quality of life of the people we serve. This mission drives us every day, but we are more than our mission. We're also individuals using our unique abilities to make our organization, and the communities we serve, better than they were yesterday. We're a not-for-profit that puts people above profits and actively invests in our community. Our rapidly growing team is expanding our reach to serve more people throughout Colorado. To spread our mission far and wide, we need people like you. If you're interested in a paycheck with a purpose, apply with us today. Our people make the difference, and we truly believe you are our greatest asset.

Job Description

The Financial Analyst I is an entry level position, performing professional analyses in the Finance Department and works under the direction of senior department staff or management. The Financial Analyst II is an experienced level position, performing a strong level of professional analyses in the Finance Department and works under the direction of senior department staff or management. The primary purpose of this position is to perform financial analyses, assist with the preparation of the annual budget, Allowance for Loan Loss, monthly variance analysis, peer group reporting, regulatory reporting, and compile data and/or reports from multiple sources for the Board of Directors, Senior Management, Vice Presidents, NCUA, external auditors, and others in the organization.

Essential Functions

• Month-end close processing, tasks, and reporting using available databases and systems. Analyze key variances to budget by researching supporting documentation and talking to appropriate managers. Review results and provide additional analyses as needed. Identify and implement format/process improvements.
• Produce and analyze reports using available databases, software, tools, and methodologies. (Axiom, Symitar, Peer-to-Peer, Finance DataMart, Power BI). Develop technical knowledge related to such systems. Develop reports/analyses in response to requests. Identify and implement format/process improvements.
• Assist with the organization?s annual budget process, including preparing the budget software, training budgeters, creating budget material, and integrating various income/expense components. Administer budgetary policy and procedures. Ensure accuracy of results and prepare reports for analysis, review, and final presentation. Support budget forecasting.
• Assist with the quarterly preparation of the NCUA 5300 Call Report, including gathering and analyzing data, and following with internal departments for clarification as needed.
• Create and maintain documentation of department procedures, key events, and system revisions.
• Participate in CORE System Release testing and assessments for Finance-related functions.
• Bank Secrecy Act: Remains cognizant of and adheres to Ent policies and procedures, and regulations pertaining to the Bank Secrecy Act.

Qualifications

Minimum Formal Qualifications for the Level I Position

• Bachelor's Degree in Finance, Accounting, Economics, Business Administration, or similar related field with knowledge of financial theory.
• 1+ years' of Finance or Accounting work experience, preferably in a financial institution. (preferred)

Minimum Formal Qualifications for the Level II Position

• Bachelor's Degree in Finance, Accounting, Economics, Business Administration, or similar related field with knowledge of financial theory.
• 2+ years' of Finance or Accounting work experience, preferably in a financial institution to include:
• 1+ years' experience using Finance software systems and databases, and creating complex financial models.
• 1+ years' experience with regulatory filing of the NCUA 5300 Call Report (preferred) 

Each year of relevant work experience may be exchanged for a year in a relevant degree program or vice versa. For example, a requirement of a bachelor's degree in accounting and 2+ years of account experience could be substituted for a high school diploma and 6 years of relevant accounting work experience or a master's degree in accounting and 0 years of work experience.

Technical or Specialized Knowledge/Skills:

• Functional analytical, interpretive, and evaluative thinking skills.
• Understanding of financial reporting, including month-end reports and benchmarking.
• General understanding of data analysis techniques and software to include cross-tabular analysis, querying techniques, relational database systems, and relevant mathematical computations.
• Working knowledge of Microsoft Office and databases. Literacy in the use of personal computer applications is necessary.
• Abili