Financial Analyst II

Ent Credit Union in Colorado Springs, CO

  • Industry: Accounting - Corporate Accounting - Senior
  • Type: Full Time
  • Compensation: $94,795.00 - 122,880.00 / Year*
position filled
Ent is Colorado s largest credit union, leading a legacy of more than 60 years. Our reputation is built on trust, integrity, innovation and exceptional customer service. We recognize our employees and our members are the reason for our success. We ve been voted Best Workplace by The Gazette two years in a row and named Best Credit Union by the Colorado Springs Business Journal. Become part of a fast-paced and growing organization that values teamwork, our people, our members and the communities we serve! Apply today, to advance your career and help members improve their financial quality of life. It s an Ent thing!

This is an experienced position, performing a strong level of professional analysis in the Finance Department and works under the direction of management. The primary purpose of this position is to perform profitability analysis, research, and compile financial data/reports from multiple sources for the Board of Directors, Senior Management, Vice Presidents, NCUA, external auditors, and others in the organization. Key responsibilities may include, but are not limited to, understanding Finance software systems and databases, profitability/funds transfer pricing, delivery channel performance reporting, benchmark reporting, annual organizational budget compilation, financial reporting and analysis, related asset-liability management functions, and specialized reports/analyses as requested.

Responsibilities:

Design, produce and analyze financial models to simulate the financial performance of the credit union. Prepares, reviews and explains accurate, timely and reliable product, business unit, member and channel profitability results, analyses, and reporting. Responsible for profitability systems and reporting.

Design, produce and analyze reports using available databases, software tools, and methodologies. (Axiom, Symitar, Raddon, Peer-to-Peer, Finance DataMart). Identify and implement format / process improvements.

Assist in the timely preparation of accurate statistical studies, reports and analyses in areas such as budget, pricing, fee income, cost trends.

Perform cost allocations to provide basic information required for budgeting, accounting, and collection of service data for further cost analysis. Develop driver based financial modeling to assist business forecasting, budgeting and analysis. Analyze member transaction data and propose segmentation criteria.

Month-end close processing, tasks, and reporting using available databases and systems. Review results and provide additional analyses as needed. Identify and implement format/process improvements.

Assist the Manager of Finance in coordinating the annual budget process including technical expertise of the budget software system training and assisting budgeters, developing various balance, income, and expense projections, and preparing reports. Supports budget forecasting.

Other duties as required

Minimum formal education required for this position:

Knowledge consistent with a Bachelor s Degree in Finance, Accounting, Economics, Business Administration, or similar related field with knowledge of financial theory.

Minimum work experience:

4+ years Finance or Accounting work experience, preferably in a financial institution. Minimum work experience is waived with a Bachelor s Degree in Finance.

2+ years using Finance and profitability software systems and databases.

Technical or specialized knowledge/skills:
  • Strong analytical, interpretive, and evaluative thinking skills.
  • Strong command of data analysis techniques and software to include cross-tabular analysis, querying techniques, relational database systems, and relevant mathematical computations.
  • Strong knowledge of Microsoft Excel, Word, Outlook, PowerPoint, and SQL. Literacy in the use of personal computer applications is necessary.
  • Demonstrated experience learning software systems and databases.
  • Understands key characteristics and revenue/cost sources for each product and business segments.
  • Technical expertise relating to software systems used by Finance (Axiom, Symitar, Raddon, Peer-to-Peer, Finance DataMart).
  • Strong communication, organizational, and customer service skills.
  • Ability to manage a high level of detail with absolute accuracy.
  • Understanding of Generally Accepted Accounting Principles and their application in a financial institution environment.
  • Knowledge of financial reporting, including month-end reports and benchmarking.
  • Ability to handle multiple, changing assignments/priorities.
Certifications required:
  • None
Environmental, physical and psychological requirements:
  • Must be able to sit or stand for prolonged periods of time in a climate controlled environment. Must be able to use fingers, hands, wrists for repetitive tasks such as typing, using a mouse, handling paper, currency, or coin, and operating a telephone. Demands for visual and auditory acuity are typical of an office environment. Must be able to interact via email, telephone, or in person with diplomacy, tact, and courtesy with all members under varying circumstances. Must be able to lift up to 40 lbs.
Starting Salary Range:$57,512.00+

* Estimated salary


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