Financial Specialist – Regulatory Reporting

Advancial Federal Credit Union

full-time

Posted on: 10/14/2025

Location Type: Hybrid

Location: Dallas • Texas • 🇺🇸 United States

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Salary

💰 $75,000 - $95,000 per year

Job Level

Mid-LevelSenior

About the role

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.

Requirements

Bachelor's degree (B.S.) in Finance, Accounting, or a related field
At least three years of experience in financial reporting, regulatory compliance, or a similar role
Strong proficiency in Excel and reporting tools is strongly desired
In-depth knowledge of federal and state regulatory reporting requirements applicable to credit unions and financial institutions
Strong analytical skills with the ability to interpret complex financial data and generate insightful reports
Proficient in financial reporting software and tools, with a keen understanding of accounting principles
Excellent attention to detail and ability to maintain accuracy while working under tight deadlines
Strong communication skills, both written and verbal, to interact effectively with regulatory agencies and internal teams
A proactive approach to identifying issues and implementing solutions related to regulatory compliance
Ability to adapt to a rapidly changing regulatory environment and to foster a culture of compliance within the organization
Commitment to maintaining a positive workplace culture and promoting respectful and collaborative relationships with all stakeholders.

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills

financial reportingregulatory compliancedata analysisExcelreporting toolsfinancial reporting softwareaccounting principlesdocumentationauditingtrend analysis

Soft skills

analytical skillsattention to detailcommunication skillsproactive problem solvingadaptabilitycollaborationtime managementaccuracy under pressureinterpersonal skillscommitment to workplace culture

Certifications

Bachelor's degree in FinanceBachelor's degree in Accountingrelated field degree

Financial Specialist – Regulatory Reporting

Salary

Job Level

About the role

Requirements

Applicant Tracking System Keywords

Hard skills

Soft skills

Certifications

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