Finance Specialist

WCCU CREDIT UNION • Westby, WI • 6h ago

JOB REQUIREMENTS: The Finance Specialist is a key member of the finance team responsible for ensuring accurate and timely financial reporting. This position requires strong attention to detail and problem-solving skills to manage reporting schedules and support month-end close activities. The Finance Specialist performs a variety of financial tasks, including balancing and reconciling accounts from multiple sources, to maintain the integrity of financial data. Principal Duties and Responsibilities: Maintains the allowance for credit loss documentation and assists in the calculation. Reconciles and accounts for all credit card and mortgage EOM activity, including submission of files. Produces the monthly delinquency summary report and serves a direct support for the Asset Liability Management (ALM) Function. Updates and runs the model and provides recommendations for annual updates of assumptions. Responsible for running and maintaining the Qualified Collateral Report (QCR) Pledging. Analyzes, runs, and monitors concentration limit reporting. Assist with projects through the Credit Union project management system. Creates and balances files for external reporting to FPS, ALM, and for the call report and budget. Is responsible to assist in the preparation of annual schedules for external Financial Auditors. Complete cross-training of additional duties within the Finance Department to allow effective backup support for finance activities. Complies with all aspects of BSA/AML and OFAC regulations as it relates to this position. Perform preparatory work prior to audits and regulatory examinations and remain an active resource during the audit/examination. Responsible for various internal and external reporting including accurate preparation in accordance with Generally Accepted Finance Principles (GAAP) and/or regulatory standards. Backs up daily functions of other Finance staff when they are not in the office. Working knowledge of finance and the chart of accounts. Prepares external reporting of GL information including updates to FPS, ALM, and Call Report. Assists in reporting for all audits/exams and creation of reports for credit union colleagues as needed. Assists all colleagues to resolve reporting problems and consistently looks for efficiency in operations. Manages the monthly FPS software to include and balancing monthly data and preparing reports. Assists with budget creation in FPS and subsequent load into Pigment. Assumes responsibility for related duties as required or assigned. Work Relationships and Scope: Reports directly to the Vice President of Finance. Will have regular contact with employees of the Finance department. Performance Dimensions: Must maintain the integrity of confidential business information and follow all guidelines on confidentiality. Provide outstanding services to co-workers & members. Possess the ability to attend to numerous details with frequent interruptions under the stress of maintaining courteous, effective, and timely relations with a variety of individuals and personalities. Promotes quality, accuracy, timeliness, reliability, and thoroughness of work performed. Is punctual, flexible, reliable, and demonstrates a friendly and helpful attitude. Possess ability to gain the trust and respect of members, management, and employees. Also maintains a positive, professional, team-oriented working relationship with staff and outside vendors. Enhance job growth through continuing education, as required or necessary. ** OTHER EXPERIENCE AND QUALIFICATIONS: Three to five years of related work experience (e.g., reporting, bank reconciliation, and/or accounts payable), preferably within a financial institution. Knowledge of the general ledger and how various situations impact the general ledger is preferred. Excellent mathematical skills, accuracy and basic knowledge of finance or bookkeeping is required. General knowledge of finance theories and practices. Ability to work at a steady, even pace, and has a high aptitude for work that is mechanical or technical in nature. Ability to work both independently and in a highly collaborative environment. Ability to read, write, and comprehend detailed and often technical instructions, short correspondence, and memos. Strong ability to research and analyze account activity with minimal supervision. Detail-oriented, self-starter with the ability to work independently. Ability to edit and maintain Excel spreadsheets. Must possess skills necessary to communicate effectively with the membership verbally. Ability to work with a wide range of personalities in a courteous, effective, and efficient manner. Knowledge and ability to apply current financial service industry standards, laws, and regulations. Ability to present ideas, report facts and other information clearly and concisely. Proficient knowledge of the Microsoft Suite (Outlook, Word, Excel, PowerPoint). Proficient operation of a variety of general office equipment such as a computer, software applications, @typewriter, calculator, telephone, copy machine, fax machine and other similar devices or programs related to the position. ** APPLICATION INSTRUCTIONS: Apply Online: https://recruiting.paylocity.com/recruiting/jobs/All/b9944418-e383-4000-853f-3d5b60a36394/Westby-Coop-Credit-Union

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