Financial Analyst I, II, or III (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 Financial Analyst III is an advanced level position, performing a high degree of professional analyses in the Finance Department and works under the direction of management. The primary purpose of this position is to perform complex financial analyses, act as a team lead in preparation of the annual budget, Allowance for Loan Loss, monthly variance analysis, peer group reporting, regulatory reporting, and financial reporting for the Board of Directors, Senior Management, Vice Presidents, NCUA, external auditors, and others in the organization. This level III analyst serves as a mentor to developing Financial staff and provides oversight and validation of assigned work as requested by Finance leadership.

Essential Functions

• Oversight and validation of month-end close process, tasks, and reporting using available databases and systems. Analyze key variances to budget by researching supporting documentation and talking to appropriate managers. Review work of other Finance staff for accuracy. Guide other Finance staff on process/ methodology design.
• Serve as a subject matter expert in the organization?s financial data. Develop, produce, and analyze reports using available databases, software, tools, and methodologies. (Axiom, Symitar, Peer-to-Peer, Finance DataMart, Power BI). Apply technical knowledge related to such systems. Develop requested models. Identify and recommend new processes, methods, and/or tools to enhance efficiency and capability.
• Manage the organization?s annual budget process including preparing the budget software, training/directing budgeters, developing projections, and integrating various income/expense components. Develop and administer budgetary policy and procedures. Ensure accuracy of results, and prepare reports for analysis, review, and final presentation.
• Organize the quarterly preparation of the NCUA 5300 Call Report, including gathering and analyzing data, and following with internal departments for clarification as needed. Complete the 990-T for the organization?s tax filing.
• 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) 

Minimum Formal Qualifications for the Level III Position

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