JOB REQUIREMENTS: Position Summary: Reporting to the SVP -Accounting & Finance, the responsibilities in this role will include a variety of tasks that are daily, monthly, and quarterly with the most demanding being the tasks surrounding month end close and budgeting. There is an emphasis on being able to refine and analyze data from various sources and verify its accuracy through the use of multiple programs. Advanced skills in excel are required for success in this role. The Financial Analyst Supports financial decision-making information by collecting, analyzing, investigating, and reporting financial data. Improves operational efficiencies by recommending process improvements and quality controls. Principal Duties and Responsibilities: Assist with annual audit and regulatory examination by gathering requesting items, preparing schedules, and assisting with questions and requests during the engagement. Assist with completing reports for the quarterly NCUA 5300 (call) report. Maintain knowledge of finance and accounting functions in the credit union, provide support to all areas of the credit union. Prepare monthly yield and variance reports for management, research, and work with departments to identify variance causes. Reconciles financial data between systems and models to ensure consistent, detailed and summary reporting to be provided to management, ALCO, and other end-users. Monitors and measures risk in accordance with the metrics outlined in WCCU\'s policies: Asset-Liability Management; Concentration Risk; Investment; Liquidity Management Evaluates budget and what-if scenarios versus historical data, performs other budgeting duties as assigned. Performs profitability analyses and develops pricing models to ensure product offerings are appropriately priced. Ensures Budget, 3rd party ALM Model, Profitability Model, and Loan Analytics Model data is reconciled and uploaded. Accurately prepares reports for monthly ALCO and Board meetings. Serves as a Finance Liaison to other departments as it relates to other functions and projects. Prepare, review, and distribute financial and management reports on a weekly, monthly, and quarterly basis. Assist with month-end closing process, including the monthly financial statements. Develop and foster internal business partnerships to help departments measure results and maximize value. Make recommendations to management based on analyzing results, monitoring variances, and identifying trends. Develop and track key performance metrics against the company\'s strategic objectives. Assists with the analysis and management of data related resources (such as VE Loan Analytics, VISA Analytics Platform, etc.) Validate and maintain information between source system and management reporting systems. Work collaboratively with other team members to achieve departmental and corporate goals. Take ownership for change and identify process improvements where needed. Assist with the annual budget process for the organization, document, and update model assumptions, and assist with reporting and meeting preparations. Responsible for various internal and external reporting including accurate preparation in accordance with Generally Accepted Accounting Principles (GAAP) and/or regulatory standards. Complete financial analysis on products, services, operations. Provide written synopsis of results including opinion and recommending actions to management. Creates, organizes, and maintains files using database and spreadsheet programs; retrieves and organizes data into required reporting formats; collects, retrieves, and organizes data to identify financial discrepancies and resolves management inquires; recommends solutions to staff ensuring that corrections or changes are implemented properly. ***** OTHER EXPERIENCE AND QUALIFICATIONS: A minimum of three years of Accounting/Finance experience in a financial, credit union, or banking industry is required. 2+ years of experience of effective uses of databases (Tableau, Power BI, or Oracle) using user interface and/or coding languages (e.g., SQL or DAX) to query relevant data. Ability to work in high production environment and respond quickly and effectively under pressure, changing priorities and tight timelines/deadlines. Ability to lead within a team environment to make rational timely decisions with accountability. High degree of accuracy, attention to detail, integrity, work ethic, and willingness to learn. Ability to learn new software products and think creatively to find new solutions/efficiencies. ***** APPLICATION INSTRUCTIONS: Apply Online: https://recruiting.paylocity.com/recruiting/jobs/All/b9944418-e383-4000-853f-3d5b60a36394/Westby-Coop-Credit-Union