Advancial Federal Credit Union

Financial Planning and Analysis

• Prepares, reviews, and submits timely regulatory reports, ensuring they meet compliance standards and internal policies.
• Conducts detailed analyses of financial data to identify trends, variances, and ensure accuracy in reporting.
• Collaborates with accounting and finance departments to gather necessary data for comprehensive regulatory reporting.
• Monitors changes in regulations to ensure compliance and accuracy in all reports provided to regulatory bodies.
• Assists in the preparation and filing of quarterly and annual reports, as well as other ad-hoc regulatory reports as required.
• Maintains thorough documentation supporting all reporting processes to facilitate audits and inquiries.
• Responds to inquiries from regulatory agencies regarding submitted reports and data.
• Provides support during audits by preparing required documentation and explanations of financial data.
• Participates in ongoing training to remain updated on regulatory changes and industry best practices.
• Ensures compliance with all internal controls and policies related to the reporting process.
• Performs special assignments or projects as requested by finance leadership.
• Maintains proficiency with reporting software and financial systems necessary for performing job duties.

Financial Specialist – Regulatory Reporting