Financial Analyst 2

...

Empower Park - Jonesville, FL, 32669

CAMPUS USA Credit Union

<p>CAMPUS USA Credit Union&nbsp;was originally chartered in 1935 as Gainesville Florida Campus Federal Credit Union, and was the first credit union on a U.S. College Campus.&nbsp;As a not-for-profit financial cooperative, we are owned by our members. So at CAMPUS, you&rsquo;re not just a member &ndash; you own the place!&nbsp;</p> https://campuscu.com/

keywords: your role,essential functions,education,experience,schedule,compensation,benefits,philanthropy

Full Time

$85,000.00 - $106,300.00 Salary

Overview: <p class="ignore-global-css"><strong class="ignore-global-css">Your Role:</strong><u class="ignore-global-css"><strong class="ignore-global-css"><br /></strong></u><br class="ignore-global-css" />To perform mid- to advanced-level analytical activities with minimal supervision. Provide support in all budget, investment, ALM, Allowance and reporting activities.</p> <p class="ignore-global-css"><br class="ignore-global-css" /><strong class="ignore-global-css">Essential Functions &amp; Responsibilities:</strong></p> <ul class="ignore-global-css"> <li class="ignore-global-css">Exemplify CAMPUS&nbsp;core values while supporting our strategic priorities for members, employees, and community.</li> <li class="ignore-global-css">Assist with annual budget development, including balance sheet and income statement forecasting.</li> <li class="ignore-global-css">Compile investment portfolio information, making recommendations to optimize cash flows, ensure adequate liquidity, and meet ratio requirements.</li> <li class="ignore-global-css">Coordinate with outside investment vendors to invest or liquidate funds. Review and update liquidity projections on an ongoing basis.</li> <li class="ignore-global-css">Gather data and provide to the ALM service provider any necessary information. Understand and review ALM report outputs for correctness and completeness.</li> <li class="ignore-global-css">Develop reports and draft presentation materials to effectively communicate financial performance that may be used by management, Committees, or the Board. Recommend actions for consideration based on outputs.</li> <li class="ignore-global-css">Assist in data gathering and developing quality control review processes for the quarterly submission of the NCUA Call Report.</li> <li class="ignore-global-css">Compile, produce, and review loan loss analytics, while following accounting standards.</li> <li class="ignore-global-css">Compile and analyze financial information or data as requested by external auditors or regulators.</li> <li class="ignore-global-css">Assist management and staff in resolving financial issues.</li> <li class="ignore-global-css">Continually searches for efficiencies in operations both within and across departments.</li> <li class="ignore-global-css">Adheres to and follows all governmental policies and regulations.</li> <li class="ignore-global-css">Performs other duties as assigned.</li> <li class="ignore-global-css">Complies with all policies and standards.</li> </ul>
Responsibilities: <strong class="ignore-global-css"><strong class="ignore-global-css">Hours for this position are Monday - Friday from 8:30am - 5:00pm.<br /><br /></strong></strong> <p class="ignore-global-css"><strong class="ignore-global-css">Experience:&nbsp;</strong>Three to five years related work experience required.</p> <p class="ignore-global-css"><br class="ignore-global-css" /><strong class="ignore-global-css">Education:&nbsp;</strong>Bachelor's degree in Finance, Economics, Accounting or Mathematics required. MBA or CPA preferred. A related field or a combination of education and experience that provides the necessary skills and knowledge to satisfactorily perform the essential job functions may be substituted.<br class="ignore-global-css" />&nbsp;</p> <p class="ignore-global-css"><strong class="ignore-global-css">Other Skills:</strong></p> <ul class="ignore-global-css"> <li class="ignore-global-css">Work frequently involves exercising advanced conflict resolution, giving material presentations, and resolving issues impacting multiple departments or divisions.</li> <li class="ignore-global-css">Role also requires the ability to motivate or influence others as a material part of the role, with a significant level of diplomacy and trust.</li> <li class="ignore-global-css">Obtaining cooperation (internally and/or externally) is an important part of the role and a high level of interpersonal skills is critical to the success of this position.</li> <li class="ignore-global-css">Strong oral and written communication skills.</li> <li class="ignore-global-css">Courtesy, tact, and diplomacy.</li> <li class="ignore-global-css">Highly detailed and accurate.</li> <li class="ignore-global-css">Strong problem solving and analytical competencies.</li> <li class="ignore-global-css">Flexible and independent, while exercising good judgment.</li> <li class="ignore-global-css">Strong knowledge of Microsoft Office suite and financial systems, with an ability to learn additional systems quickly.</li> <li class="ignore-global-css">Ability to read and/or develop policies and procedures.</li> <li class="ignore-global-css">Ability to interpret and prepare reports.</li> </ul>
Requirements: <span style="text-decoration: underline;"><strong>Compensation</strong></span><br /><br />$85,000.00 - $106,300.00 Salary<br /><br /> <p class="ignore-global-css"><strong class="ignore-global-css"><u class="ignore-global-css">Full Time Employee Benefits Package</u></strong></p> <p class="ignore-global-css">Full Time employees are eligible for traditional benefits such as Health Insurance (medical, vision, dental), Life Insurance, Paid Time Off, Paid Holidays, Defined Benefit Pension plan, 401K with up to 5% company match, and Short- &amp; Long-Term Disability Insurance.&nbsp;Additionally, Campus USA offers other benefits such as Tuition Reimbursement, Paid Parental Leave, Gym Membership reimbursement and other wellness benefits. Campus USA Credit Union strongly encourages health, well-being and work-rest balance. We do everything we can to promote healthy, happy employees!<br /><br /><br /><strong><span style="text-decoration: underline;">Philanthropy</span></strong><br /><br />Community involvement and volunteering are important to CAMPUS. Employees can earn additional paid time off for volunteering at qualifying community events. CAMPUS also matches employee contributions to a qualifying 501(c)3, up to $1,000 per year.</p>