Financial Reporting Analyst Position Available In Ouachita, Louisiana

JOB DESCRIPTION MINIMUM EDUCATION AND EXPERIENCE REQUIREMENTS

Bachelor’s Degree in Finance, Accounting, or Business, or equivalent and two (2) to five (5) years of professional experience in financial analysis and/or financial reporting.

JOB PURPOSE AND SCOPE

Performs intermediate-level analysis work; financial and portfolio reporting; ad-hoc reporting; and monthly reporting work that is varied and moderately complex in nature; works under moderate supervision. Provides Subject Matter Expert support for financial systems used. Reviews, analyzes, and evaluates future financial systems and needs. Supports and performs changes to financial system used by the association. Serve as the primary point person responsible for data collection and publication of financial reports. Develop and maintain a support retention process for public financial reports. Prepare monthly updates with budget software to provide projections and support to management. Serve as the primary point person for budget preparation, including key performance measures. Oversee and manage the managerial reporting aspect including report development, support retention and financial analysis. Monitor and report on key trends including sustainable growth levels, capital levels, interest yield, interest margin and interest spread. Will provide support to the Accounting and Loan Operations team as to support request, reconciliation inquires, reporting development and data inquires.

ESSENTIAL FUNCTIONS

OTHER DUTIES:

Compiles and analyzes financial information for the organization.

For example:

portfolio reporting. Develops analyses, projections, reports, and presentations. Creates and analyzes reports and ensures information has been recorded accurately. Identifies trends and developments and presents findings to management. Provide Subject Matter Expert support for financial systems used. Reviews, analyzes, and evaluates financial systems, needs, and processes. Develops data reports, loan portfolios; assist in the design of information binders for monthly board meetings.

SKILL REQUIREMENTS

General knowledge of accounting/financial systems. Specialized knowledge of accounting/finance principles. Skill in oral and written communication. Intermediate skill level in Microsoft Office applications. Ability to perform basic accounting/financial analyses under moderate supervision. Relies on experience and judgment to plan and accomplish goals. Performs a variety of tasks.

PHYSICAL ACTIVITIES

Ability to sit for long periods of time. Ability to stand for limited periods of time. Ability to walk for moderate distances. Frequent finger/hand manipulation (e.g. keyboard, office equipment, small hand tools, etc.) Occasional lifting, carrying, pushing, and/or pulling while exerting up to 50 pounds of force

WORKING RELATIONSHIPS

Frequent interaction with association departmental staff and management. Occasional interaction with Farm Credit Bank of Texas staff. Occasional interaction with area professionals including real estate agents, commercial bankers, and others who deal with the association in the normal course of business.

POLICY AND COMPLIANCE

Compliance with FCBT and Association technology and security standards is required.

NOTICE:

This job description in no way states or implies that these are the only duties to be performed by the employee occupying this position. Employees will be required to follow any other job-related instructions and to perform any other job-related duties requested by the supervisor. This position may frequently become involved in or be made aware of confidential business or personal information as a result of interactions 1) arising under its Job Purpose and Scope, 2) arising from other assigned responsibilities or 3) with other employees. It is an expectation and requirement of the job that confidential information of the bank, its associations and their customers be handled in a professional manner and not be disclosed without approval or used for personal gain. Non-compliance with privacy or confidential information requirements or expectations can result in disciplinary action up to and including termination of employment. All requirements are subject to possible modification to reasonably accommodate individuals with disabilities. Some requirements may exclude individuals who pose a direct threat or significant risk to the health and safety of themselves or other employees. Regular attendance is required in this job. This document does not create an employment contract, implied or otherwise, other than an “at will” employment relationship.