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Financial Analyst

Pioneer Bank • Albany, NY • 2d ago

TITLE: Financial Analyst

LOCATION: Headquarters

REPORTS TO: Vice President - Financial Planning & Reporting

CLASSIFICATION: Full Time, Exempt

PAY GRADE: EX 55 ($60,405 - $85,000 per year)

AVAILABILITY: Monday - Friday 8:30am - 5:00pm

Position Summary :

Responsible for performing a variety of financial reporting and accounting tasks, this position is primarily focused on the preparation of various financial and regulatory reports, including quarterly and annual SEC filings, as well as support various accounting functions as part of the broader accounting team.

Key Responsibilities :

Collaborates in the preparation of SEC filings, including forms 10-K, 10-Q , 11-K, 8-K, and proxy statement for Pioneer Bancorp, Inc. Assists in the preparation of earnings release, financial statement, and management discussion and analysis disclosures.

Assist in the preparation of internal and external reports, including financial analysis and presentation materials.

Collaborate with the broader accounting team to assist in the monthly, quarterly and annual accounting close activities.

Responsible for the preparation of the allowance for credit losses estimates including maintaining adequate documentation in line with US GAAP and Pioneer's policy.

Assist with the documentation and maintenance of accounting and reporting policies and procedures.

Assist in researching and the application of US GAAP and SEC reporting requirements.

Assist in maintaining a strong internal control environment and ensuring proper documentation of the internal control process over financial reporting. Assist with providing audit support documentation to internal and external auditors.

Collaborate in the development of financial forecasts and budgets and assist in researching and reporting on financial results and business trends.

Contribute to various projects including process improvement initiatives and merger & acquisition financial integration and reporting.

Performs other duties as may be requested, including ad hoc requests and special projects.

Qualifications & Competencies :

Education & Experience

Bachelor's degree Accounting or Finance required.

Two or more years of recent accounting experience preferred.

Certified Public Accountant license preferred.

Knowledge of principles of accounting and finance required.

Core Skills & Attributes

Excellent oral and written communication skills (in the English language).

Strong interpersonal skills with the ability to collaborate effectively in a team environment.

Ability to professionally represent Pioneer to outside business and/or customer contacts.

Strong administrative, organizational and time management skills to be able to manage multiple priorities.

Must be an enthusiastic, positive leader and a productive team player.

Strong analytical, program-solving, and decision-making skills.

Proficiency in software such as Microsoft Office Suite (Word, Excel, Outlook, PowerPoint).

As an Equal Opportunity / Affirmative Action Employer, Pioneer Bank will not discriminate in its employment practices due to an applicant's race, color, creed, religion, sex (including pregnancy, childbirth or related medical conditions), sexual orientation, gender identity or expression, transgender status, age, national origin, marital status, citizenship, physical and mental disability, criminal record, genetic information, predisposition or carrier status, status with respect to receiving public assistance, domestic violence victim status, a disabled, special, recently separated, active duty wartime, campaign badge, Armed Forces service medal veteran, or any other characteristics protected under applicable law.

The Company will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant.

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