Financial Specialist – Regulatory Reporting
Advancial Federal Credit Union
Financial Analyst – Policy & Guidance
Seneca Holdings
full-time
Posted on:
Location Type: Hybrid
Location: San Antonio • Texas • 🇺🇸 United States
Visit company websiteJob Level
Mid-LevelSenior
About the role
- Assist in organizing and maintaining financial management policy and guidance documents.
- Support coordination and tracking of updates to the Financial Management Guide, SOPs, and related materials.
- Document and compile comments received from internal and external reviewers.
- Proactively assist in preparing draft policy documents, summaries, and correspondence for review by senior staff.
- Maintain version control of documents and ensure proper posting to SharePoint and Microsoft Teams.
- Support meeting preparation and record meeting notes, action items, and distribution lists.
- Help ensure alignment of policy updates with current DHA and DoD financial management standards.
- Conduct detailed research on policy issues and summarize findings for team review.
- Analyze budget and accounting tasks to support production of policy documents for metrics.
- Support the development of process maps and workflow improvements.
- Perform additional duties as assigned in support of policy development and guidance activities.
Requirements
- Bachelor’s degree in a related field (5 - 7 years of relevant experience in financial management policy development, GFEBS Accounting, or Budget Analysis can be substituted for educational requirements)
- Strong proficiency in Microsoft Office applications (Word, Excel, PowerPoint, Outlook, Teams, and SharePoint)
- Excellent written and verbal communication skills
- Detail-oriented with ability to organize and manage multiple priorities.
Benefits
- Competitive pay
- Benefits and perks
- Flexible work-life balance
- Professional development opportunities
- Performance and recognition programs
- Comprehensive benefits package including medical, dental, vision, life, and disability coverage
- Voluntary benefit programs (critical illness, hospital, and accident)
- Health savings and flexible spending accounts
- Retirement 401K plan
- Paid leave programs for full-time employees working at least 30 hours a week
- Collaborative work environment and culture supporting financial and non-financial benefits to Seneca Nation members.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
financial management policy developmentGFEBS AccountingBudget Analysisversion controlpolicy document preparationprocess mappingworkflow improvementsbudget analysisdocument compilationdetailed research
Soft skills
excellent written communicationexcellent verbal communicationdetail-orientedorganizational skillsability to manage multiple priorities
