Financial Reporting Coordinator - Military veterans preferred

Job Title: Financial Reporting Coordinator

Department: Accounting

Reports To: Chief Financial Officer

FLSA Status: Exempt

Grade: 11

Summary 

The Financial Reporting Coordinator serves as the central point of contact for key financial projects for the Credit Union and is responsible for submitting multiple regulatory filings in compliance with credit union legal and regulatory requirements, the organization’s policies and procedures, and accepted accounting principles.

Essential Duties and Responsibilities include the following. Other duties may be assigned. This job description in no way implies that the duties listed here are the only ones that the employee can be required to perform. The employee is expected to perform other tasks, duties and trainings as dictated by their manager.

Reporting Coordination

• Prepares and assist with the quarterly NCUA Call Report and Profile, which is used to monitor the financial condition and performance of the credit union.
• Oversees and prepares the annual Form 945 tax withholding to be submitted to the IRS, in addition to providing the actual daily withholdings to be sent to the IRS within the required timeline.
• Analyzes, research, and consults on complex reporting issues and responds to ad-hoc requests for reports and variance information.
• Accurately prepares quarterly tax withholding remittances for various states and resolves issues and problems timely.
• Oversee and track all property tax payments and prepare property tax renditions.
• Analyzes and produces variance analysis to understand actuals to budget and trend analysis for the Credit Union. Provide feedback and recommendations as needed.
• Oversees and completes Federal Home Loan Bank and Federal Reserve reporting requirements within the required timelines
• Assists in the preparation of the annual budget and capital planning process; includes preparation of various ad-hoc reports to provide insight into the budget.
• Monitors changes in financial and regulatory reporting requirements in the financial services industry and provides feedback and recommendations to finance leadership.
• With input from the CFO or other senior management, draft, revise, and update organizational policies for review and approval of the Policy Committee. 
• Assist CFO with ALCO, Board and other reporting requirements. 
• Other duties as assigned

Member Service

• Come to work every day with a member focused, passionate, and dedicated mindset
• Approach every member situation from a caring, helpful, and openminded position
• Proactively approach issues and offer creative solutions that will make doing business with RGCU easier
• Assists in any other areas as directed by the CFO or President/CEO.
• Report all suspicious activity to the Risk Management department via the compliance group email

Supervisory Responsibilities                  

This job has no supervisory responsibilities.

Competencies                  

To perform the job successfully, an individual should demonstrate the following competencies:

Decision-Making and Judgement – Collects and evaluates all relevant information prior to making job-related decisions. Presents well-considered alternatives when making recommendations. Makes decisions in a timely manner. Communicates with all affected parties prior to implementing decisions. Maintains appropriate, professional boundaries with all peers, subordinates, supervisors, managers, vendors, and guests. Understands what appropriate, professional boundaries are and models these boundaries to others.

Administration – Gives attention to those areas of responsibility that are of an ongoing nature. Follows up on problems and decisions. Maintains control over areas of accountability. Keeps own areas of responsibility and all associated procedures functioning smoothly over an extended time.

Attention to Detail - The ability to process detailed information effectively and consistently.  Demonstrates accuracy and thoroughness; monitors own work to ensure quality.

Quality Management - Looks for ways to improve and promote quality; Demonstrates accuracy and thoroughness; Applies feedback to improve performance; Monitors own work to ensure quality.

Personal Management – Demonstrate initiative, willingness to learn, integrity and accountability in the work environment.

Qualifications 

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education and/or Experience                  

Experience – 2 to 5 years related experience.

Education – 2-year degree or completion of specialized course of study OR 2 years related experience.

Language Skills                  

Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations.  Ability to write reports, business correspondence, and procedure manuals.   Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public.

Mathematical Skills                  

Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume.  Ability to apply concepts of basic algebra and geometry.

Reasoning Ability                  

Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.

Computer Skills                  

To perform this job successfully, an individual should have knowledge of ICIMS Human Resource systems preferred; ADP Payroll systems preferred; Spreadsheet software and Word Processing software.

Physical Demands 

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this Job, the employee is regularly required to sit and use hands to finger, handle, or feel. The employee is frequently required to reach with hands and arms and talk or hear. The employee must frequently lift and/or move up to 25 pounds. 

Work Environment 

The work environme­­nt characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Rio Grande Credit Union is an Affirmative Action and Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.