Financial Analyst

Sun East Federal Credit Union
Aston, PA Full Time
POSTED ON 9/15/2023 CLOSED ON 12/26/2023

Job Posting for Financial Analyst at Sun East Federal Credit Union

Sun East Federal Credit Union of Aston, PA is seeking a Financial Analyst to join our Finance team. Are you a positive "people person" who has a strong work ethic and shares in the credit union philosophy of "people helping people"? Are you interested in starting a career with a stable and respected financial institution which offers opportunities for professional growth and advancement? If so, please read on!

This Financial Analyst position earns a competitive wage, depending on experience. We also offer a robust benefits package including medical, dental, vision, a flexible spending account (FSA), a 401(k) plan with company match, life insurance, an interest rate reduction on loans, and employee discounts on things such as movie tickets, theme parks and local events. If this sounds like the opportunity that you have been looking for, apply now!

ABOUT SUN EAST FEDERAL CREDIT UNION

Headquartered in Aston, PA, Sun East was chartered in 1949 as the result of Sun Oil Company employees banding together to assist each other with their financial needs. From these humble beginnings, we have grown to serve the financial needs of more than 50,400 members throughout Delaware, Pennsylvania, and New Jersey. As a credit union, we are a cooperative financial institution, owned and operated by its members. The basis of our philosophy is "people helping people."

"Together, we will be our members' heroes and build relationships that create lasting legacies, one person at a time." In order, to hire and retain employees who will make this mission their own, we offer competitive pay, a comprehensive benefits package, and a rewarding work environment with opportunities for career development.

RESPONSIBILITIES

As a Financial Analyst, is responsible for preparing and analyzing various financial reports, including profitability reports. Reports can include both historical and forecasted data. This position assists in the preparation and monitoring of the annual budget. The position requires putting the member and fellow employees first - every day - exemplifying Sun East's Mission and Values in all that you do. A Bachelor's degree in Accounting or Finance; 3 - 5 years finance/accounting experience; Possess advanced Excel knowledge with proficiency in Word and PowerPoint; Previous General Ledger and ALM software experience preferred; Must understand and comply with generally accepted accounting principles (GAAP), as well as regulatory accounting principles; Ability to work independently with minimal supervision; Must be organized and detail oriented ;Must be able to work on multiple tasks/projects simultaneously; Excellent verbal and written communication skills.

Responsible for the accounting for the Credit Union's investments. Maintain knowledge on use and functionality of various investment platforms. Prepares, reconciles, and interprets monthly financial reports, including ad hoc financial analysis. Responsible for the monthly download to the Profitstars/Profitability system. Assists with maintaining the following parameters in the Profitstars system including Profitability: all settings, assumptions, methodologies, and the chart of accounts. Assists with preparation of the annual budget, including meeting with managers to incorporate division and organizational goals meeting submission deadlines. Inform department managers of the due dates for the submission of budget information. Ensure information is received timely to meet report submission deadlines. Assists with monitoring of monthly budget variances reporting to management significant variances. Backup performing monthly Visible Equity download process. Provides quarterly data to Asset Liability Management vendor for preparation of quarterly analysis. Reconciles reports back to Credit Union financials. Prepares various external reports (ESI, QCR, Raddon) ensuring deadlines are met. Serves as a liaison between the Marketing Department and the Finance Department to ensure proper flow of data and information. Responsible for reconciling the accounts of the Sun East Foundation; preparing the quarterly financial statements; preparing the annual IRS tax filing; preparing the annual golf outing fundraising report, along with any other fundraising or other reports as requested by the Executive Director or Foundation Board of Directors; and assisting the Executive Director and the Senior Financial Analyst with questions and research on Foundation membership questions. Perform other duties as assigned.

Please be advised that credit, criminal, employment, and education background checks are conducted on potential candidates. A post-offer, pre-employment drug test is also conducted.

WORK SCHEDULE

This is a full-time position. Hours are Monday - Friday from 8:00 am - 5:00 pm.

ARE YOU READY TO JOIN OUR TEAM?

If you feel that you would be right for this Financial Analyst position, please fill out our initial 3-minute, mobile-friendly application. We look forward to meeting you!



Please be advised that credit, criminal, employment, and education background checks are conducted on potential candidates. A post-offer, pre-employment drug test is also conducted.

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