Financial Analyst III

Job Description

This is an advanced level position, performing a high degree of professional analyses in the Finance Department. The primary purpose of this position is to perform complex financial analyses, act as a team lead in preparation of the annual budget, monthly variance analysis, peer group reporting, regulatory reporting, and financial reporting for the Board of Directors, Senior Management, Vice Presidents, NCUA, external auditors, and others in the organization. This Level III Analyst serves as a mentor to developing finance staff and provides oversight and validation of assigned work as requested by leadership.

Essential Functions

• Oversight and validation of month-end close process, tasks, and reporting using available databases and systems.
• Analyze key variances to budget by researching supporting documentation and talking to appropriate managers.
• Review work of other Finance staff for accuracy. Guide other Finance staff on process/ methodology design.
• Serve as a subject matter expert in the organization's financial data.
• Develop, produce, and analyze reports and models using available databases, software, tools, and methodologies. (Axiom, Symitar, Peer-to-Peer, Finance DataMart, Power BI) and apply technical knowledge related to such systems. Identify and recommend new processes, methods, and/or tools to enhance efficiency and capability.
• Manage the organization's annual budget process including preparing the budget software, training/directing budgeters, developing projections, and integrating various income/expense components.
• Develop and administer budgetary policy and procedures. Ensure accuracy of results, and prepare reports for analysis, review, and final presentation.
• Organize the quarterly preparation of the NCUA 5300 Call Report, including gathering and analyzing data, and following with internal departments for clarification as needed. Complete the 990-T for the organization's tax filing.
• Create and maintain documentation of department procedures, key events, and system revisions.
• Participate in CORE System Release testing and assessments for Finance-related functions.
• Bank Secrecy Act: Remains cognizant of and adheres to Wings policies and procedures, and regulations pertaining to the Bank Secrecy Act.

Qualifications:
Qualifications

Minimum Formal Qualifications for this Position:

• Bachelor's Degree in Finance, Accounting, Economics, Business Administration, or similar related field with knowledge of financial theory preferred.
• Master's Degree in Finance, Accounting, Economics, Business Administration, or similar related field with knowledge of financial theory preferred.
• 4+ years' of Finance or Accounting work experience in a financial institution, preferably in a Credit Union, to include:
  • 2+ years' experience using Finance software systems and databases, and creating complex financial models.
• 2+ years' experience with regulatory filing of the NCUA 5300 Call Report preferred.

Technical or Specialized Knowledge/Skills:

• Advanced analytical and problem-solving skills with the ability to understand business and technical functions, process information quickly, and assess impacts on data elements.
• Mastery of financial reporting, including month-end reports and benchmarking.
• Strong command of data analysis techniques and software to include cross-tabular analysis, querying techniques, relational database systems, and relevant mathematical computations.
• Strong knowledge of Microsoft Office and databases. Literacy in the use of personal computer applications is necessary with demonstrated experience learning software systems and databases.
• Technical expertise relating to software systems used by Finance (Axiom, Symitar, Peer-to-Peer, Finance DataMart).
• Ability to manage a high level of detail with absolute accuracy.
• Understanding of Generally Accepted Accounting Principles and their application in a financial institution environment.
• Capability to handle multiple, changing assignments/priorities.
• Strong organizational and customer service skills with effective abilities in written and verbal communication.
• Ability and willingness to provide leadership, technical expertise, and training to other Finance staff.
• Advanced Excel skills, including complex formulas and macros.
• Bondable.

Additional Information

PAY RANGE: $40-$50/hr (S16), plus 15% annual target bonus.
Final compensation for this position will be determined by various factors such as relevant work experience, specific skills and competencies, education, certifications, location and internal pay equity.

BENEFITS:

• Generous 401(k) match
• 401k Discretionary Profit Sharing
• Health Insurance
• Dental Insurance
• Vision Insurance
• Life Insurance
• Short Term and Long Term Disability
• Health Savings Account with company contribution
• Employee Assistance Program
• Paid Vacation, Sick, Floating Holidays and Volunteer Time Off
• Paid Holidays
• Tuition Reimbursement
• Paid Parental Leave

We anticipate this position to close on 06/08/2026. Please submit your application at your earliest convenience to be considered.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities.