Junior Financial Analyst - Entry Level

American Heritage Credit Union•Philadelphia, PA

About The Position

American Heritage Credit Union, a $5+ billion credit union, has an immediate opening for a Entry Level Full-Time Junior Financial Analyst. This position will assist with the financial analysis of credit union operation with emphasis on financial forecasting, cost accounting, and financial performance of products, services and procedures. Assist with the administration and utilization of software resources for financial management, including the Asset Liability Management (ALM) financial monitoring and profitability software programs.

Requirements

One month to twelve months of similar or related experience.
A Bachelor's degree with a concentration in Accounting or Finance or related field.
Strong communications skills to effectively present job-related information to Financial Analyst, Controller, and CFO, if needed.
Must be detail oriented and self-motivated.
Must have strong organizational, analytical, problem-solving, project management, verbal and written communication skills.
Demonstrated analytical aptitude knowing when, where, and which technique to use in conducting analyses.

Responsibilities

Assist Financial Analyst in preparing files for ALM financial modeling program including: monthly update process. developing financial forecast, creating monthly financial management reports, interest rate risk assessment and maintaining supportive spreadsheet files.
Compile and distribute monthly ALM output from model.
Assist in completion of branch, product, and company profitability reports.
Provide financial analysis of credit union operations on a requested case by case basis. This includes researching and interpreting data, recommendations, and monitoring of assignment.
Assist in preparation of monthly finance/accounting reports.
Completes all other duties/tasks, assignments or functions as assigned.