Financial Analyst

Starting pay for successful applicants is generally within the minimum to midpoint of the pay range. Our consideration for pay is designed to support career growth and development over time. Offers extended depend on a variety of job-related factors, including but not limited to individual experience, knowledge, training, education, geographic location, market demands and internal equity.

PERFORMANCE MEASUREMENTS

• Management is provided with useful information and is appropriately informed. Financial statements, financial reports, research, and analyses are accurate, complete, and timely. Observations regarding controls, investment strategies, and policies are communicated to management.
• Financial functions are conducted in accordance with established Credit Union policies, procedures and standards. The Credit Union's portfolio is closely monitored, and its quality maintained.
• Cash flow and liquidity reporting is accurate and provided on schedule.
• Positive, professional business relations exist with vendors and external contacts.
• Good coordination and effective communication exist with other departments. Assistance is provided as needed.
• Financial records, schedules, ledgers, and files are accurately, completely and properly backed up.
• Fortera Core Values are satisfactorily demonstrated.

Special Note: Fortera Federal Credit Union is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, or protected Veteran status.

Please be advised, visa sponsorship is not available for this position.

QUALIFICATIONS

Education/Certification:

• Bachelor’s degree in finance, accounting, business, or related field, and a minimum of 1 years’ experience in accounting/financial analysis experience; or an equivalent combination of 5 years education, training, certifications, and relevant professional and/or military experience that demonstrates the knowledge, skills, and abilities to perform the essential functions of the position. 

Required Knowledge:

• Working knowledge of financial analysis and risk management concepts. 
• General understanding of investments, financial research, and reporting. 
• Knowledge of accounting concepts, practices, procedures, and financial reports.
• Familiarity with related regulations, statutes and filing requirements.
• Preference for working in organizations prioritizing personal humility, diversity, inclusion, teamwork, and collaboration.

Experience Required:

• Minimum 1-3 years of accounting/financial analysis experience.
• Internships, co-ops, or relevant coursework may be considered in place of some experience.
• Financial institution or credit union experience preferred.

Skills/Abilities:

• Able to accurately assess the cultural environment, exhibiting emotional intelligence and appropriate sensitivity while maintaining individuality.
• Well organized. Attentive to detail and accuracy.
• Strong analytical and critical thinking abilities.
• Solid written, oral, and interpersonal communication skills. 
• Able to work in a cooperative manner with others.
• Able to appropriately manage multiple assignments and competing priorities.
• Able to operate PC, related financial software and standard office equipment. 
• Demonstrated proficiency in MS Excel, Word, and PowerPoint.
• Able to meet deadlines and maintain an effective and efficient workflow.
• Able to work collaboratively as part of a team and, with guidance, independently.
• Willingness and ability to grow expertise within accounting, finance reporting, recording, audits, analysis and process improvement.
• Professional dress, appearance, and attitude.
• Regular and predictable attendance.
• Position is local remote/hybrid eligible.