Financial Analyst

Austin Telco Federal Credit Union - Austin, TX

Full-time - Entry Level

Austin, TX

Credit Intermediation and Related Activities

About the position

The Financial Analyst position at Austin Telco Federal Credit Union is designed for individuals passionate about transforming data into actionable insights within a member-focused environment. This role supports the Finance Department by conducting in-depth financial analysis to assist with management decisions, financial reporting, budgeting, and strategic initiatives. The ideal candidate will have a strong commitment to community service and personal development, contributing to the credit union's mission of building a better future for the Austin community.

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.
• Cross-train 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.

Requirements

• A four-year accounting/finance degree is preferred, or equivalent work experience.
• Proficiency in Microsoft Office, especially Excel.
• Strong leadership, time management, organizational skills, and attention to detail.
• Ability to prioritize tasks while delegating when appropriate.
• Ability to work with minimal supervision.

Nice-to-haves

• Experience in financial analysis or related field.
• Familiarity with credit union operations.

Benefits

• Paid holidays
• Health insurance
• Dental insurance
• 401(k)
• Tuition reimbursement
• Vision insurance