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Financial Reporting Analyst I
ORNL Federal Credit UnionFinancial Reporting Analyst I aiding in producing Credit Union financial reports and conducting analysis across the organization. Ensuring compliance with Accounting Standards, regulatory requirements, and industry best practices.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in financial reporting and analysis, ensuring compliance with Accounting Standards and NCUA requirements. Proficient in data management and analysis using advanced tools like Microsoft Excel, SQL, and Tableau to support organizational financial goals.
Highest-signal resume keywords
Financial ReportingAccounting Standards ComplianceMicrosoft Excel ProficiencySQL KnowledgeEmpyrean Financial Reporting Software
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial AnalysisData CompilationRegulatory ReportingAllowance for Credit Losses CalculationFinancial Statement Review
Soft Skills
Detail OrientedOrganizational SkillsAbility to Handle Pressure
Tools & Technologies
Microsoft 365EmpyreanTableauMicrosoft Power Query
Industry Keywords
NCUA RequirementsCurrent Expected Credit LossesAudit CoordinationFinancial Institution Experience
Tech Stack
Tools & technologiesSQLTableau
About the role
Key responsibilities & impact- Produce Credit Union financial reports and conduct analysis within the department and across the organization
- Assist with the compilation and analysis of financial data and preparing reports for presentation/approval for both internal and external reporting purposes
- Ensure that all reporting adheres to current Accounting Standards, NCUA requirements, and industry best practices including coordination and resolution of all audit and regulatory examinations
- Compile, review, analyze and evaluate financial data for use in projections for short and long-term organizational goals
- Assist with competitive peer analysis incorporating company and industry knowledge, mathematical and technical expertise, and solid analytical processes
- Assist with, understand, and review Financial Statements for internal reporting needs
- Assist with, understand, and review regulatory filing reports including the NCUA Call Report Form 5300
- Assist with the calculation for the Allowance for Credit Losses (ACL) ensuring regulatory compliance with the Current Expected Credit Losses (CECL) standard
- Maintain reporting databases and ensure database validity and accuracy
- Assist with the annual NCUA exam and other audit requests
Requirements
What you’ll need- Five or more years of Accounting or Finance experience
- Financial Institution and reporting experience preferred
- Bachelor's degree in Accounting or Finance or equivalent combination of education and professional experience in financial analysis required
- Advanced knowledge of Microsoft 365, with emphasis on Excel (v-lookups, pivot tables, etc.)
- Detail oriented with ability to plan, organize, and set priorities to meet deadlines
- Ability to handle multiple projects under a high degree of pressure
- Experience with Empyrean financial reporting software
- Ability to query raw data using Microsoft Power Query and SQL knowledge
- Experience with Tableau
Benefits
Comp & perks- Health insurance
- Retirement plans
- Paid time off
- Flexible work arrangements
- Professional development