Job details
- Location
- Middleton, WI
- Work type
- Onsite
- Visa
- Sponsorship available
- Posted
- 4 weeks ago
- Apply on
- workforcenow.adp.com
About this role
Blackhawk Community Credit Union is seeking a Financial Analyst to support its Finance & Accounting department. The role analyzes financial, account, and transaction data; manages asset/liability management reporting; and maintains profitability, investment, and budgeting models. The analyst also supports accounting, regulatory reporting, rate setting, securities analysis, examinations, and finance-related projects.
What you'll do:
- Help to manage and maintain financial reports and lead new dashboards
- Reconcile data to financial statements and Call Reports. Perform analysis designed to reveal levels of interest rate risk. Complete investment simulations as needed.
- Develop, maintain and organize reports for the Asset Liability Committee (ALCO)
- Prepare the ALCO reporting package with assistance as needed
- Ensure compliance with applicable policies. Specifically, ALM, Concentration Risk, and Liquidity and Contingency Funding Policies
- Develop and maintain product, branch, cost center, and department profitability models and reports
- Assist with accounting functions as needed to facilitate the smooth operation of the accounting and finance team. This may include CECL, GL setup, money movement, reporting, reconciliations, processing, and/or exam deliverables
- Assist as needed in the annual development of corporate and departmental budgets including income, expenses, and balance sheet growth
- Assist as needed in the filing of the quarterly Call Report, including researching the appropriate values to report, confirming, reconciling, and entering the data, correcting errors, and filing with the state and NCUA
- Assist in the research and preparation for State and Federal regulatory exams
- Perform analysis on current securities portfolio holdings and potential securities acquisitions
- Assist in the research necessary to determine appropriate interest rates and fees for all deposits, loans, and transaction accounts
What they're looking for:
- Bachelor's degree in a related field or equivalent combination of education and experience
- Strong interpersonal skills, maturity and good judgment
- Must possess well-developed skills in verbal and written communication
- Role model of positive personal projection as demonstrated by professional appearance and attitude
- Comfortable working in a complex, highly competitive and rapidly changing environment
- Ability to analyze and resolve situations independently
- Ability to manage multiple priorities, effectively delegate and set deadlines
- Ability to move new business practices from concept to reality
- Some experience in accounting, data analysis or finance preferred
Ready to apply?
ApplyBolt finds matching jobs, tailors your resume, and submits applications for you.