What are the responsibilities and job description for the Senior Financial Analyst position at Citizens Community Federal?
Description
Position Summary
Performs analytical and operational support duties within the Finance Department. Assists the Senior Accountant and other Finance management positions as directed; analyzes and reviews financial statements and other related documents; regulatory reporting, reconciliation and other related analysis tools and procedures; management reporting, ad hoc analysis and other reports, as needed or requested. Creates, manages, and provides various weekly, monthly, quarterly, annual, and ad hoc reports to management. Performs a variety of daily tasks; reviews reports, prepares correspondence; participates in special department projects. This position will uphold and embrace CCF's Mission, Vision, and Values every day.
Primary Responsibilities
- Documents and maintains all Sarbanes-Oxley (SOX) control documentation.
- Assists in the preparation and review of quarterly earnings releases, earnings supplement and earning presentations.
- Assists in the preparation and review of SEC filings (10-Ks, 10-Qs, and 8-Ks).
- Prepares financial analysis to document, refine, and enhance key performance indicators (KPIs) to drive continuous improvement initiatives.
- Identifies opportunities for process improvements and automation within financial operations to enhance efficiency and accuracy.
- Assumes responsibility for various department functions in the absence of staff members or in overload situations.
- Maintains a proficient knowledge of all applicable accounting and banking rules and regulations.
- Supports the Bank's goals and values; benefits the Bank through outside activities.
- Assures compliance with all Bank policies, procedures and processes, and all applicable state and federal banking laws, rules, and regulations; adheres to Bank Secrecy Act (BSA) responsibilities that are specific to the position.
- Perform other related duties as assigned.
Minimum Education Qualifications
- Bachelor's degree in accounting, finance, economics, or related field.
- Five (5) years of experience performing financial accounting analysis with a background in the financial services industry.
- In evaluating candidates for this position, CCFBank may consider a combination of education, training, and experience which provides the necessary knowledge, skills, and abilities to perform the duties of this position.
Desired Qualifications
- Certified Public Accountant (CPA)
Licenses, Certificates, and other Requirements
- Must successfully pass criminal background and credit check.
- Skill in computer terminal and personal computer operation; word processing, spreadsheet, and banking software programs.
- English skills (oral, written and comprehension) sufficient to effectively communicate with all internal and external customers.
- Basic math skills; calculate interest and balance accounts; add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions and decimals; locate routine mathematical errors; count currency, coin and negotiable instruments in a timely manner.
Citizens Community Federal is an equal employment opportunity employer and will give all qualified applicants consideration for employment without regard to race, color, religion, sex, national origin, disability status, sexual orientation, protected veteran status or any other characteristic protected by law.
