Financial Analyst

Are you passionate about transforming data into actionable insights? Do you thrive in a dynamic, member-focused environment where your financial expertise can drive a real impact on the Austin community? Have you just graduated with a bachelor's in accounting, or do you have Financial Analyst experience already and are looking to join the Credit Union field? 

Austin Telco is looking for exceptional individuals for our Financial Analyst position with a passion to help build a better future for the communities we serve and for themselves as career-oriented people. These individuals need to have strong values, a willingness to set goals and achieve them, and a desire to build themselves up, as well as the community they call home.  

If a role like this excites you, please read the job description and apply with your most up-to-date resume. We look forward to your application.

Benefits:

Benefits include medical, dental, vision, holiday pay, vacation and sick leave, 401(k), pension, tuition reimbursement, volunteer opportunities, business casual attire, and more!

Location: 11149 Research Blvd., Austin, TX, 78759.

Schedule: Applicants for this position must be available to work in person Monday through Friday from 8:00 a.m. to 4:30 p.m.

Summary: The Financial Analyst provides support to the Finance Department to complete in-depth financial analysis that will assist with management business decisions, financial reporting, budgeting, and strategic initiatives. Financial Analyst will also assist with collecting, organizing, and analyzing data. Professional attitude with a desire to learn.

Essentials Duties and Responsibilities:

• Prepare investment activity journal entries, subsidiary schedules and maintain investment records.
• Maintain and reconcile various general ledger account analyses and subsidiary schedules, adjusting entries and perform quarterly peer analysis.
• Prepare monthly and quarterly statistical reports and other analyses.
• Perform data entry into the Asset/Liability Management model for preparation of management and statistical reports.
• Assist with forecasting, budgeting, and profitability analysis.
• Review certain schedules prepared by others in the department.
• Perform various ad-hoc financial analyses.
• Research general ledger accounts to identify differences between actual and budgeted activity and communicate findings to Finance management.
• Work cross-functionally to assist with developing goals and analyzing performance.
• Adhere to credit union policies and procedures, and applicable regulations and laws related to duties performed.
• Effectively apply internal and external member service practices and processes to meet quality standards and achieve member satisfaction.
• Communicate in a professional manner and deliver information clearly and effectively. Actively listen to questions, opinions, and ideas of others.
• The Financial Analyst is cross trained on other positions within the Accounting/Finance department to assist with performing certain duties and responsibilities when needed.
• Communicate to the CFO and VP of Finance in areas where department operations could be improved.
• Communicate to CFO and VP of Finance training needs for the position.
• Attend training deemed necessary by management to support the operation of the accounting department.
• Perform other duties as assigned by management.

Education and/or Experience: 

• A four-year accounting/finance degree is preferred, or equivalent work experience. 

Qualifications:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required: leadership, time management, organizational skills, attention to detail, and the ability to prioritize tasks while delegating when appropriate. Proficiency in Microsoft Office (Excel a must). Attention to detail and accuracy required. Ability to work with minimal supervision. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Good credit standing is also required and will be verified during pre-employment stage. Once a contingent job offer is made, a criminal background check and drug screening will be completed.

Austin Telco Federal Credit Union is a member owned, non-profit financial cooperative that has been serving the Austin Community since 1941. We seek individuals who want to help build “True Financial Futures” for the communities we serve and for themselves as career-oriented people. We’re looking to grow our teams with those who have strong values and a desire to build up themselves and the community they call home. 

Austin Telco Federal Credit Union provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.