Financial Analyst

Job Overview

As the Financial Analyst at Dupaco, you are the “eyes and ears” of financial matters for our Data and Finance teams. You are responsible for assisting with the financial oversight of the credit union including: profitability analysis, financial, organizational, and regulatory reporting, and strategic and organizational KPI development. You are a self-motivated, resourceful, organized, problem solver, who knows exactly what the responsibilities listed below truly mean. 

RESPONSIBILITIES:

• Provide accurate, complete, and timely organizational reporting
• Assist in ensuring the credit union suffers minimal losses due to failure to comply with operational procedures, regulations, and applicable laws
• Collaborate cross functionally to prepare financial and profitability analysis of Dupaco’s new and existing products, services, and locations
• Prepare reports for outside agencies to include NCUA Call Reports, etc. as well as coordination of all filing deadlines
• Assist with creation, development, and tracking of strategic and organizational Key Performance Indicators (KPIs)
• Support the data and finance teams with financial data validation, analysis, and accurate reporting
• Assist in development of budgets and financial forecasts and monitoring performance
• Utilize financial modeling for analysis and projections while providing data-driven recommendations to support decision-making
• Gather and assist with data analysis utilized for asset liability management, including cash flow and liquidity reporting
• Assist with financial analysis, including trend analysis, variance analysis, and performance metrics, to support key business decisions
• Understanding of enterprise data, financial acumen, financial planning and analysis, accounting, credit risk, and regulatory reporting
• Performs other duties as assigned

REQUIREMENTS:

• An Accounting or Finance Degree from an accredited four-year school
• 2+ years of accounting/financial experience, preferably within Financial Services
• Demonstrates knowledge of finance, accounting, regulatory reporting, asset liability management, financial analysis, profitability, strategic analysis, credit risk, and business intelligence
• Strong interpersonal and communication skills, both written and oral, to represent the Credit Union in a positive and professional manner for both internal and external relations, including ability to partner with cross-functional teams as a key contributor
• Ability to analyze, conclude, and create recommendations based on various data and reporting
• Proficiency in computers; ability to learn in-house application software knowledge and the ability to manage various accounting programs and systems
• Self-motived, resourceful and well organized with the ability to prioritize work assignments efficiently. Ability to accurately handle large volumes of details and multi-task effectively
• Ability, availability and willingness to work flexible/additional hours as demanded by the work load