Financial Planning and Analysis

• The Finance Specialist is a key member of the finance team responsible for ensuring accurate and timely financial reporting.
• Perform a variety of financial tasks, including balancing and reconciling accounts from multiple sources, to maintain the integrity of financial data.
• Maintains the allowance for credit loss documentation and assists in the calculation.
• Reconciles and accounts for all credit card and mortgage EOM activity, including submission of files.
• Produces the monthly delinquency summary report and serves a direct support for the Asset Liability Management (ALM) Function.
• Updates and runs the model and provides recommendations for annual updates of assumptions.
• Responsible for running and maintaining the Qualified Collateral Report (QCR) Pledging.
• Analyzes, runs, and monitors concentration limit reporting.
• Assist with projects through the Credit Union project management system.
• Creates and balances files for external reporting to FPS, ALM, and for the call report and budget.
• Is responsible to assist in the preparation of annual schedules for external Financial Auditors.
• Complete cross-training of additional duties within the Finance Department to allow effective backup support for finance activities.
• Complies with all aspects of BSA/AML and OFAC regulations as it relates to this position.
• Perform preparatory work prior to audits and regulatory examinations and remain an active resource during the audit/examination.
• Responsible for various internal and external reporting including accurate preparation in accordance with Generally Accepted Finance Principles (GAAP) and/or regulatory standards.
• Backs up daily functions of other Finance staff when they are not in the office.
• Working knowledge of finance and the chart of accounts.

Finance Specialist

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