{"schemaVersion":"jobsearcher.job.v1","id":"0bf2d1d4320ccf19589d7ea6","url":"https://jobsearcher.com/jobs/0bf2d1d4320ccf19589d7ea6","canonicalUrl":"https://jobsearcher.com/jobs/0bf2d1d4320ccf19589d7ea6","title":"Financial Analyst","description":"Position Overview: The Financial Analyst is responsible for preparing and analyzing various weekly, monthly, and annual financial reports, including, but not limited to, reconciliation of investments, management of cash position, concentration, and scorecard metrics. This role will assist with budgeting, forecasting, and support the Credit Union’s internal and external financial reporting processes and audits.\nWhat You Will Do: Responsible for preparation and maintenance of all Board and Committee financial reports such as concentration, liquidity scorecard, and investments\nMonitor Credit Union's cash vs borrowing position\nAssist in compiling data for and creating the Credit Union's Call Report, annual budget forecast and any ad hoc forecast requested\nMaintain Credit Union's monthly forecast updated\nSupports the Accounting department by completing more complex reconciliations, such as those for investments and allowance for loan losses\nPerforms profitability analysis of Credit Union's products, services, and departments\nParticipate in all regulatory exams and internal audits\nResponsible for preparation and maintenance of ALCO and MALCO documentation and minutes\nSuccessfully reconcile investment portfolio and update monthly reporting and pledging of securities\nAssist with monthly financial statement preparation, quarterly regulatory reports, and annual financial statement audits\nCompile quarterly peer comparison analysis and ALM quarterly documentation and management\nAssist with system rate updates\nIdentify variance to expected results for all generated reports and report findings\nRequirements Our Ideal Candidate: Bachelor's degree in business, accounting, finance, or related field is required\nMinimum of two years' experience in a financial institution\nStrong analytical and mathematical skills are a must. Enthusiastic about solving significant, complicated problems and challenges\nExtensive knowledge of MS Office software with extensive experience in MS Excel\nExperience working with Fiserv DNA, Prologue, or financial reporting systems\nWorking knowledge of accounting transactions, debits, credits, GL entries (wires, ACH, and In clearings)\nReports to VP Finance\nEnvironmental and Physical Activity Requirements: This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets, and fax machines. The daily responsibilities of this position constantly require effective talking, hearing, walking, finger dexterity, reaching, stooping, and grasping functions. The position also often requires reaching and lifting (up to 25 pounds). Frequent sitting, standing, and repetitive motion activities are also required. Must be able to read print and computer-based materials and to do so with consistent accuracy. Most of these functions require light physical exertion and are conducted indoors at controlled degrees of temperature.\nOther Duties: This job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time, with or without notice.\n\n#J-18808-Ljbffr","company":"Socket","rawCompany":"socket","city":"Moline","state":"IL","isRemote":false,"isActive":false,"createdAt":"2026-08-08T03:19:47.751Z","occupations":[{"code":"13-2099.00","title":"Financial Specialists, All Other","slug":"financial-specialists-all-other"},{"code":"13-2011.00","title":"Accountants and Auditors","slug":"accountants-and-auditors"},{"code":"13-2051.00","title":"Financial and Investment Analysts","slug":"financial-and-investment-analysts"}],"industries":[{"code":"522110","title":"Commercial Banking","slug":"commercial-banking"},{"code":"523940","title":"Portfolio Management and Investment Advice","slug":"portfolio-management-and-investment-advice"},{"code":"522130","title":"Credit Unions","slug":"credit-unions"}],"jobPosting":{"@context":"https://schema.org","@type":"JobPosting","title":"Financial Analyst","description":"Position Overview: The Financial Analyst is responsible for preparing and analyzing various weekly, monthly, and annual financial reports, including, but not limited to, reconciliation of investments, management of cash position, concentration, and scorecard metrics. This role will assist with budgeting, forecasting, and support the Credit Union’s internal and external financial reporting processes and audits.\nWhat You Will Do: Responsible for preparation and maintenance of all Board and Committee financial reports such as concentration, liquidity scorecard, and investments\nMonitor Credit Union's cash vs borrowing position\nAssist in compiling data for and creating the Credit Union's Call Report, annual budget forecast and any ad hoc forecast requested\nMaintain Credit Union's monthly forecast updated\nSupports the Accounting department by completing more complex reconciliations, such as those for investments and allowance for loan losses\nPerforms profitability analysis of Credit Union's products, services, and departments\nParticipate in all regulatory exams and internal audits\nResponsible for preparation and maintenance of ALCO and MALCO documentation and minutes\nSuccessfully reconcile investment portfolio and update monthly reporting and pledging of securities\nAssist with monthly financial statement preparation, quarterly regulatory reports, and annual financial statement audits\nCompile quarterly peer comparison analysis and ALM quarterly documentation and management\nAssist with system rate updates\nIdentify variance to expected results for all generated reports and report findings\nRequirements Our Ideal Candidate: Bachelor's degree in business, accounting, finance, or related field is required\nMinimum of two years' experience in a financial institution\nStrong analytical and mathematical skills are a must. Enthusiastic about solving significant, complicated problems and challenges\nExtensive knowledge of MS Office software with extensive experience in MS Excel\nExperience working with Fiserv DNA, Prologue, or financial reporting systems\nWorking knowledge of accounting transactions, debits, credits, GL entries (wires, ACH, and In clearings)\nReports to VP Finance\nEnvironmental and Physical Activity Requirements: This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets, and fax machines. The daily responsibilities of this position constantly require effective talking, hearing, walking, finger dexterity, reaching, stooping, and grasping functions. The position also often requires reaching and lifting (up to 25 pounds). Frequent sitting, standing, and repetitive motion activities are also required. Must be able to read print and computer-based materials and to do so with consistent accuracy. Most of these functions require light physical exertion and are conducted indoors at controlled degrees of temperature.\nOther Duties: This job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time, with or without notice.\n\n#J-18808-Ljbffr","datePosted":"2026-08-08T03:19:47.751Z","dateModified":"2026-08-08T03:19:47.751Z","hiringOrganization":{"@type":"Organization","name":"Socket","sameAs":"https://jobsearcher.com"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Moline","addressRegion":"IL","addressCountry":"US"}},"identifier":{"@type":"PropertyValue","name":"JobSearcher","value":"0bf2d1d4320ccf19589d7ea6"},"url":"https://jobsearcher.com/jobs/0bf2d1d4320ccf19589d7ea6"}}