The Jr. Financial Analyst is responsible for assisting in financial planning and reporting and measurement. This includes creating financial and statistical reports as well as assisting in decision-support analysis for the Credit Union.
Duties of the Jr. Financial Analyst
1. Provide role in preparation of Finance and Management Information reports. This may include month-end statements, profitability reports, projections, ALCO reports, and other projects as assigned.
2. Extract financial data from Symitar and other CU Systems. Perform financial and accounting analysis of data.
3. Provide support/backup to Financial Analyst.
4. Create basic financial reports from information acquired from Financial Analyst.
5. Investigate and answer routine queries from management, Financial Analyst, and other staff or external entities.
6. Assist with special projects, particularly with new project implementation.
7. Maintain effective working relationships with management, employees and others in relation to Credit Union through effective communication.
8. Document job procedures.
9. This list of essential functions is not exhaustive. It may be supplemented at any time.
Experience, Competencies, and Education for the Jr. Financial Analyst
1. Work requires knowledge of Generally Accepted Accounting Principles (GAAP), Asset/Liability Management, financial analysis, and examination procedures. Knowledge of the Credit Union movement and Credit Union policies and procedures preferred.
These characteristics are normally acquired through curriculum required for completion of a bachelor's degree in finance, accounting, or a related field.
2. Strong technical skills - knowledge of Excel spreadsheets required. MS office, cost accounting, Symitar, Profitstar or other ALM experience preferred but not required.
3. Strong analytical, interpersonal and communication skills. Demonstrated team player – able to work with all levels of Credit Union personnel to accomplish departmental and Credit Union objectives.
4. Able to prioritize and work with minimal supervision
Ability to read, analyze, and interpret complex documents.
Ability to respond effectively to sensitive inquiries or complaints.
Ability to make effective and persuasive speeches and presentations to the Board, staff, and members.
American with Disability Specifications
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is occasionally required to stand; walk; sit; use hands to handle, or feel objects, tools or controls; reach with hands and arms; climb stairs; balance; stoop, kneel, crouch or crawl; talk or hear; taste or smell. The employee must occasionally lift and/or move up to 50 pounds. Specific vision abilities required by the job include close vision, distance vision, depth perception, and the ability to adjust focus.
Work environment characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is not exposed to weather conditions.
The noise level in the work environment is usually moderate.
The above information on this description has been designed to indicate the general nature and level of work performed by employees within this job. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.