Westminster, CA, 92685, USA
12 days ago
Senior Financial Analyst
Job Title: Senior Financial Analyst Job Description This role oversees the development, installation, and ongoing preparation of risk-based reporting structures for the lending areas of the credit union. You will assist with the timely preparation and analysis of month-end closings and financial reports, input Asset Liability data to ALM model, and produce reports for the monthly ALCO committee meeting. You will also be responsible for the administration of Third-Party Vendor Management and the Current Expected Credit Losses software. Additionally, you will act as a staff liaison to state and federal examiners and outside CPA firm auditors, assist in the preparation of the annual budget, and perform various complex financial analyses with accompanying reports to Senior Management and the Board. Responsibilities + Develop, install, and maintain risk-based reporting structures for lending areas. + Prepare and analyze month-end closings and financial reports. + Input Asset Liability data to ALM model and produce reports for the monthly ALCO committee meeting. + Administer Third-Party Vendor Management and Current Expected Credit Losses software. + Act as a staff liaison to state and federal examiners and outside CPA firm auditors. + Assist in the preparation of the annual budget. + Perform complex financial analysis and provide reports to Senior Management and the Board. Essential Skills + B.S. degree in finance, accounting, business administration, or equivalent. + Minimum of five years of progressive accounting data analytics and ALM experience in a financial institution, preferably a credit union. + Extensive knowledge of financial and data analysis and PC programs. + Ability to lead and cooperate with others, inspire confidence, and work effectively with a management team. + Organized and efficient. Additional Skills & Qualifications + Advanced degree or CPA designation desirable. + Experience with asset liability management, ALM, asset-liability committee, accounting, general ledger, journal entry, month-end close, and account reconciliation. + Proficiency in Excel pivot tables and vendor management. + Experience with ProfitStar and Abrigo is preferred. + Open to profiles from operational accounting and financial analysis backgrounds If you fee you have the background and skillset for a role such as this then do not hesitate to reach out! About Aston Carter: Aston Carter provides world-class corporate talent solutions to thousands of clients across the globe. Specialized in accounting, finance, human resources, talent acquisition, procurement, supply chain and select administrative professions, we extend the capabilities of industry-leading companies. We draw on our deep recruiting expertise and expansive network to meet the evolving needs of our clients and talent community with agility and excellence. With offices across the U.S., Canada, Asia Pacific and Europe, Aston Carter serves many of the Fortune 500. We are proud to be a ClearlyRated Best of Staffing® double diamond winner for both client and talent service. Diversity, Equity & Inclusion At Aston Carter, diversity and inclusion are a bridge towards the equity and success of our people. DE&I are embedded into our culture through: + Hiring diverse talent + Maintaining an inclusive environment through persistent self-reflection + Building a culture of care, engagement, and recognition with clear outcomes + Ensuring growth opportunities for our people The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law. If you would like to request a reasonable accommodation, such as the modification or adjustment of the job application process or interviewing process due to a disability, please email astoncarteraccommodation@astoncarter.com (%20astoncarteraccommodation@astoncarter.com) for other accommodation options.
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