Senior Financial Analyst, Full-Time, Chelmsford, Hybrid
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Exercises credit union policies, procedures and controls to the accounting/finance department.
Prepares and analyzes monthly, quarterly, and annual reporting requirements.
Provides robust statistical analytics to support portfolio modeling, member behavior, pricing sensitivity, pricing studies.
Continuously improves analytical capability of the team to provide insightful and relevant recommendations to drive business decision making.
Reviews financial statements and related comprehensive analyses for variances and trends.
Be able to independently analyze and summarize the impacts of new and/or proposed accounting guidance, processes and procedures.
Be innovative in collaborating with other departments to develop effective financial data and reports from various systems.
Ability to dissect raw accounting data into a summarized analysis.
Ability to perform research on current and new accounting and/or finance related issues.
Enhances, improves, and maintains written procedures for the accounting department.
Initiates, develops and maintains financial and operational accounting efficiencies.
Engages all accounting/finance personnel to understand and apply regulatory and accounting controls, policies, and procedures.
Provides innovative ideas to the accounting/finance department as well as improve efficiencies to various aspects of the department.
Supports the supervision of the accounting staff.
Serves as a primary resource for other areas of the credit union to explain to them accounting/finance transactions, reporting requirements and/or any accounting/finance discrepancies.
Assists in the coordination and preparation of third party audit and review materials.
Leads the implementation of changes in accounting/finance changes (for systems and reporting) as well as the implementation of new accounting standards and policies.
Performs ad hoc projects and analyses for credit union management.
Performs other job-related duties as assigned.
Manages and responsible for the professional development of Financial Analysts Completes all required Bank Secrecy Act related training annually and maintain knowledge of current BSA policies, specifically those related to cash handling (CTR filing) and identifying and reporting possible suspicious activity.
Perform other job-related duties as assigned by Managers(s).
Other Duties:
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job.
Duties, responsibilities and activities may change at any time with or without notice.
Job Competencies:
Bachelor's degree in accounting/finance or related work experience.
Strong organizational skills with attention to detail.
Strong analytic, financial modeling and reporting skills.
Ability to work with advanced spreadsheets, general ledger accounting systems, and other general technology such as report writers and budget software.
Education and Experience Requirements:
Bachelor's degree in accounting/finance or related work experience.
Minimum 4 years financial analyses and 2 years of supervisory experience.
Proficient with Microsoft applications Additional Eligibility Requirements:
Proficiency in the use of software applications, databases and spreadsheetsSupervisory Responsibility:
Manages a team of 4 to 5 Financial AnalystsWork Environment:
This job operates in a professional office environment.
This role routinely uses standard office equipment such as computers, phones, photocopier/scanner, filing cabinets, and fax machines.
The hours and days of work are established as needed by operations and at the direction of management and, while generally as shown below, may be changed (increased or decreased) by management as required.
Hours of Work:
Generally 8:
00 - 5:
00 PM as scheduled by management with 1 HR.
LUNCH.
Overtime may be scheduled as needed and directed by management.
Days of Work:
Normally - MONDAY - FRIDAY as scheduled by management and SATURDAY, SUNDAY & HOLIDAYS if needed by operations and approved by management.
Physical Demands:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.
This is a largely sedentary role.
While performing the duties of this job, the employee is regularly required to stand, talk, hear, and use hands and fingers to handle, feel or operate objects, tools or controls and to reach with hands and arms.
Travel:
Periodically attend seminars and conferences.
Service Excellence:
The DCU Way:
All employees are expected to provide service excellence the DCU Way through teamwork and by providing quality service to internal and external members, incorporating the Guiding Principles of DCU's culture:
People come first Do the right thing Make a difference Bank Secrecy Act (BSA):
All Credit Union employees are required to complete all BSA related training annually and maintain knowledge of current BSA policies, specifically those related to functions performed within the department and identify and report possible suspicious activity.
We are proud to be an Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities.
#dataanalytics #businessintelligence #tableau #predictiveanalyticsEqual Opportunity Employer/Protected Veterans/Individuals with DisabilitiesThe contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant.
However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information.
41 CFR 60-1.
35(c) Recommended Skills Accounting Systems Analytical Attention To Detail Audio Equipments Auditing Bank Secrecy Act Estimated Salary: $20 to $28 per hour based on qualifications.
Exercises credit union policies, procedures and controls to the accounting/finance department.
Prepares and analyzes monthly, quarterly, and annual reporting requirements.
Provides robust statistical analytics to support portfolio modeling, member behavior, pricing sensitivity, pricing studies.
Continuously improves analytical capability of the team to provide insightful and relevant recommendations to drive business decision making.
Reviews financial statements and related comprehensive analyses for variances and trends.
Be able to independently analyze and summarize the impacts of new and/or proposed accounting guidance, processes and procedures.
Be innovative in collaborating with other departments to develop effective financial data and reports from various systems.
Ability to dissect raw accounting data into a summarized analysis.
Ability to perform research on current and new accounting and/or finance related issues.
Enhances, improves, and maintains written procedures for the accounting department.
Initiates, develops and maintains financial and operational accounting efficiencies.
Engages all accounting/finance personnel to understand and apply regulatory and accounting controls, policies, and procedures.
Provides innovative ideas to the accounting/finance department as well as improve efficiencies to various aspects of the department.
Supports the supervision of the accounting staff.
Serves as a primary resource for other areas of the credit union to explain to them accounting/finance transactions, reporting requirements and/or any accounting/finance discrepancies.
Assists in the coordination and preparation of third party audit and review materials.
Leads the implementation of changes in accounting/finance changes (for systems and reporting) as well as the implementation of new accounting standards and policies.
Performs ad hoc projects and analyses for credit union management.
Performs other job-related duties as assigned.
Manages and responsible for the professional development of Financial Analysts Completes all required Bank Secrecy Act related training annually and maintain knowledge of current BSA policies, specifically those related to cash handling (CTR filing) and identifying and reporting possible suspicious activity.
Perform other job-related duties as assigned by Managers(s).
Other Duties:
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job.
Duties, responsibilities and activities may change at any time with or without notice.
Job Competencies:
Bachelor's degree in accounting/finance or related work experience.
Strong organizational skills with attention to detail.
Strong analytic, financial modeling and reporting skills.
Ability to work with advanced spreadsheets, general ledger accounting systems, and other general technology such as report writers and budget software.
Education and Experience Requirements:
Bachelor's degree in accounting/finance or related work experience.
Minimum 4 years financial analyses and 2 years of supervisory experience.
Proficient with Microsoft applications Additional Eligibility Requirements:
Proficiency in the use of software applications, databases and spreadsheetsSupervisory Responsibility:
Manages a team of 4 to 5 Financial AnalystsWork Environment:
This job operates in a professional office environment.
This role routinely uses standard office equipment such as computers, phones, photocopier/scanner, filing cabinets, and fax machines.
The hours and days of work are established as needed by operations and at the direction of management and, while generally as shown below, may be changed (increased or decreased) by management as required.
Hours of Work:
Generally 8:
00 - 5:
00 PM as scheduled by management with 1 HR.
LUNCH.
Overtime may be scheduled as needed and directed by management.
Days of Work:
Normally - MONDAY - FRIDAY as scheduled by management and SATURDAY, SUNDAY & HOLIDAYS if needed by operations and approved by management.
Physical Demands:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.
This is a largely sedentary role.
While performing the duties of this job, the employee is regularly required to stand, talk, hear, and use hands and fingers to handle, feel or operate objects, tools or controls and to reach with hands and arms.
Travel:
Periodically attend seminars and conferences.
Service Excellence:
The DCU Way:
All employees are expected to provide service excellence the DCU Way through teamwork and by providing quality service to internal and external members, incorporating the Guiding Principles of DCU's culture:
People come first Do the right thing Make a difference Bank Secrecy Act (BSA):
All Credit Union employees are required to complete all BSA related training annually and maintain knowledge of current BSA policies, specifically those related to functions performed within the department and identify and report possible suspicious activity.
We are proud to be an Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities.
#dataanalytics #businessintelligence #tableau #predictiveanalyticsEqual Opportunity Employer/Protected Veterans/Individuals with DisabilitiesThe contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant.
However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information.
41 CFR 60-1.
35(c) Recommended Skills Accounting Systems Analytical Attention To Detail Audio Equipments Auditing Bank Secrecy Act Estimated Salary: $20 to $28 per hour based on qualifications.
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