The Financial Reporting Analyst is responsible for preparing, maintaining, and distributing recurring financial and operational reports that support accounting, regulatory reporting, reconciliations, and management reporting functions for the credit union and subsidiaries. This role focuses primarily on historical financial data analysis, report development, data validation, reconciliation support, and operational reporting efficiency. The position works closely with Accounting, Finance, and business units to improve reporting accuracy, streamline reconciliation and task processes, enhance reporting controls, and identify opportunities for operational efficiencies through automation and process improvement initiatives.

1) Responsible for assisting in the preparation, validation, and compilation of recurring regulatory and financial reporting requirements, including the NCUA 5300 Call Report, Form 990 and 990-T tax return support, CECL reporting, ALM reporting, board ...