Financial Analyst

Essential Duties and Responsibilities: include the following with other duties may be assigned.

• Remains cognizant of and adheres to credit union policies and procedures, and regulations pertaining to the Bank Secrecy Act.
• Achieves department metrics and goals, develops within the team, and lives the NASA FCU Core Values.
• Applies Generally Accepted Accounting Principles (GAAP) that include work that is analytical, creative, evaluative and advisory in nature and that requires an understanding of both accounting theory and practice.
• Understands management’s strategic business unit goals and assist in developing tactical processes, both in procedures and utilizing software capabilities to support those goals.
• Maintains training documentation, historical files, internal procedures and assists with updating policies.
• Applies policies and procedures as well as federal, state and local regulations governing general accounting practices to insure accurate and effective adherence.
• Performs qualitative and quantitative data analysis using analytical techniques, tools, models & simulations.
• Analyzes, reviews, documents and substantiates period to period variances within monthly financial statements for NASA Federal and/or the CUSOs.
• Develops data visualizations and/or dashboard reporting for management review of financial and operational results.
• Maintenance of data and system integrity for financial systems including balance portfolio analytics systems.
• Evaluates operational efficiency and effectiveness.
• Prepares documents for internal and external audits.
• Advanced skill in presenting findings, conclusions, alternatives and information clearly and concisely.
• Serves on automated financial systems improvement and product configuration initiatives.
• Establishes, modifies, documents, and coordinates implementation of accounting control procedures.

Education and Experience:

• Bachelor’s Degree in Accounting, Finance and/or related business is required; with at least 2 years related experience.
• Requires a thorough knowledge of the fundamental doctrines, theories, principles, and terminology of accountancy, and often entails some understanding of such related fields of business law, statistics and general management.

Other Skills and Abilities:

• Must be highly skilled in dealing with financial and numeric data.
• Must be highly skilled in use of Excel Spreadsheets.
• Must be skilled in the use of MS Word.
• Must be able to effectively handle multiple projects simultaneously in a fast-paced environment driven by deadlines.
• Ability to work independently and as part of a team and take on new tasks with an elevated level of difficulty.
• The individual will be expected to work with minimal up-front guidance and take ownership of his/her work product.
• Knowledge of Accounting software; Database software; Project Management software; Spreadsheet software.
• The current software systems utilized are Symitar, FICS Mortgage Accountant and Mortgage Servicer, SAGE, DocuSign, Smartsheets, MS-Excel Spreadsheet software, MS-Word Word Processing software, ProfitStars Model Management, Blackline, Call Report Pro, nCino and several 3rd party lending platforms.

Our generous benefit package includes:

• Salary: $80,000 – $120,000 /Annually (Based on experience)
• Health Insurance (Choice of two nationwide PPO plans)
• High Deductible Plan: 100% employer contribution toward premium. (HSA and FSA compatible)
• Low Deductible Plan: Generous employer contribution toward premium. (FSA compatible)
• Dental Insurance
• Vision Insurance
• Life Insurance/AD&D*
• Long-term Disability Insurance
• 401(k) with employer match up to 6% and immediate 100% vesting*
• Gain Sharing (eligibility rules apply) *
• Vacation Leave*
• Sick and Safe Leave*
• 11 Paid Holidays*
• Education Assistance*
• Employee Referral Bonus*
• Credit Union Membership*
• Employee Assistance Program*
• Identity Theft Protection* (Additional fee to add family members)
• Medical Care Management
• Wellness Programs: Health Coaching, Weight Loss, Tobacco Cessation, Patient Advocacy, and Discounts*