Financial Analyst II

Company Description

STCU is consistently rated one of the top-performing credit unions in the nation, and has been named one of Fortune Magazine’s Great Places to Work. We look for employees who have a strong desire to serve others, are lifelong learners, are committed to working hard, have a fun-loving attitude, and who want to make a difference in our members’ lives. We love people who share our core values: Joyfulness, generosity, belonging, goodness, and striving. We believe in being a force for good in the community, while helping members achieve their financial goals and dreams.

• STCU offers excellent benefits: 
• •  Paid time off plus 11 paid holidays!
• •  Medical, dental, vision and life insurance 
• •  Training and career development
• •  Success sharing plan
• •  401(k) matching contributions
• •  Tuition reimbursement
• An overview of the benefits can be found here or here: https://stcu.org/here-for-good/about-stcu/careers/benefits
• Salary range: $6,937.08 - $9,711.91 per month **(Target salary range $6,937.08 to $8,324.50 DOE)

Job Description

The Financial Analyst II position performs in-depth financial analyses to assist with business decisions, completes financial reporting internally to the Board of Directors and Leadership Team as well as external regulatory entities, budgets general ledgers in alignment with the strategic plan, and supports all areas of the finance department.

Core Job Requirements/Outcomes

• Prepare financial reports in a timely and accurate manner by meeting all deadlines and ensuring initial reporting is accurate and complies with governmental rules and regulations, if applicable.
• Assists leadership in decision making by conducting in-depth financial analyses to identify meaningful insights, suggest recommendations, and communicate findings through presentations and/or reports. Utilize SQL, data warehouse, and data analysis and visualization tools to extract, compile, analyze, and present data in an effective way.
• Prepare operating income and expense budgets for bi-annual forecast process, partnering with internal departments on upcoming projects and budget requirements. Accurately forecast future activity in GLs and communicate with all areas of finance and accounting regarding budget partner activities and variances to plan. Suggest and implement efficiencies to processes for continuous improvement.

Other Essential Functions

• Accurately budget balance sheet and/or income statement general ledger accounts by analyzing trends and working with credit union leaders to align budget with strategic initiatives.
• Support departmental or credit union wide initiatives and projects by contributing as an effective project team member and complete all tasks and assignments in a timely manner.
• Provide support for functions within the department including cross-training on other analyst job duties and covering when needed.
• Ensure proper accounting by keeping current with GAAP and making recommendations for changes in policies and procedures to maintain compliance.

Qualifications

Education: Bachelor’s degree in Accounting or Finance required.

Job Experience: Minimum of two years’ experience in an accounting or finance position, preferably in a financial institution or in a public accounting/auditing position. Proven ability to work independently while demonstrating competency in communication and time management skills.

Software Skills: Proficient knowledge of MS Office programs including Outlook, Word, Excel, and Teams. Proven experience with report writing and/or data base (SQL, data warehouse).

Physical Demands: Must be able to regularly talk, hear and operate a computer, keyboard and mouse and occasionally lift, pull/push and carry up to 10 pounds with accommodations.

Work Conditions: Exposure to constant or intermittent sounds at a low or moderate level consistent with an office setting. Exposure to high-stress, fast-paced, deadline-oriented environment.

Additional Information

Ready to apply? Click I'm interested!