Financial Planning and Analysis

• Maintain adequate accounting and control for various accounting functions.
• Prepare and/or review quarterly financial statements and board presentation slides.
• Develop and maintain automated accounting systems, controls, and procedures.
• Prepare and deliver reports for management and board members.
• Provide financial analyses related to budgets, forecasting, expense allocation, and ad hoc business cases.
• Develop and maintain spreadsheets and statistical models for financial analysis.
• Prepare management presentations and custom financial reports.
• Research and resolve discrepancies in financial reporting systems.
• Assist in reviewing monthly journal entries and reporting files.
• Lead special projects involving research and process flow mapping.
• Draft process narratives and control documentation.
• Respond to inquiries regarding accounting policies, procedures, and issues from management, external reporting, and board members.
• Support development of financial applications as needed.
• Prepare interest rate pricing and forecasting information for asset and liability management.
• Ensure financial and statistical data accuracy for policy setting and decision-making.

Senior Financial Analyst

Investment Accountant

Financial Specialist – Entry Level

Financial Consultant

Financial Services Associate – AP/Invoicing

Financial Aid Advisor