Credit Union:
TAPCO

Type: Staff

Contact: Rose Gallegos
Email: [email protected]
Phone: (253) 565-9895

Closing: 12/31/2019

Job Description:

Position Responsibilities

  • Provide analytical, forecasting, reporting, and project support to management.
  • Prepare call report, backup withholding, monthly, quarterly, and annual reporting.
  • Produce monthly reports, which include key metrics, financial results, and variance reporting.
  • Develop models that help with decision-making.
  • Reconciles transactions by comparing and correcting data.
  • Recommends actions by analyzing and interpreting data and making comparative analyses, studying proposed changes in methods and materials.
  • Protects operations by keeping financial information confidential.
  • Maintains an up-to-date knowledge of and adheres to the requirements of all related policies, procedures, rules and regulations required for position.
  • Models a high level of customer service and professional demeanor and appearance.
  • Assumes responsibility for other duties as required or assigned.

Education/Experience Required:

Position Qualifications

Minimum Qualifications:

  • Bachelor’s degree in Finance, Accounting, or related field.
  • Equivalent combination of education and experience may be considered.
  • 2-4 years of relevant experience in corporate finance, financial planning & analysis, investment banking, or other related fields.
  • Strong working knowledge of Excel and financial modeling.

    Preferred Qualifications

  • Financial Institution experience.
  • Ability to read and comprehend complex instructions and correspondence.

Additional Comments:

Position Working Conditions

  • The work environment is an office setting.
  • Movements frequently and regularly required using the wrists, hands and/or fingers
  • Frequently required to sit for longer periods of time