Financial Analyst

at  FORUM Credit Union

Overview:
Join us at FORUM Credit Union as a Financial Analyst, where you’ll play a crucial role on our Finance team. You’ll be responsible for a range of important tasks, including generating the Daily Loan Report, Deposit Reports, and Investment Reports, as well as handling special assignments. Your day-to-day will involve creating general ledger entries, monitoring liquidity, and preparing monthly and quarterly financial statements. Additionally, you’ll dive into Product Profitability analysis, support your colleagues in the Finance Department, and contribute to various ongoing projects. If you’re looking for a role that combines routine responsibilities with dynamic projects, and you want to be part of a supportive, inclusive, and innovative community, we’d love to hear from you!
Responsibilities:

• Maintain and update essential reports like the Daily Loan Report, Deposit Analysis, and Investment Report.
• Monitor deposit activities and prepare weekly loan and deposit reports for our bi-weekly Pricing Committee.
• Produce monthly loan production and outstanding balance reports, distributing them promptly.
• Perform daily treasury duties and make journal entries to the General Ledger.
• Build monthly and quarterly financial reports, product profitability reports, and investment reconciliations.
• Assist in annual and quarterly budget preparation using Axiom and other related software.