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PRIMARY RESPONSIBILITIES

• Embody the Credit Union’s core values of Trust, Integrity, Teamwork and Making a Difference
• Compiles data from internal and external sources for ad hoc and reoccurring reports, analyzes and validates data, prepare reports and presentation materials for management to deliver.
• Provides analysis on financial performance, risks, and strategy recommendations to inform senior personnel.
• Communicates with managers and staff to resolve financial related issues.
• Troubleshoot and escalate issues that may be vaguely defined and require immediate attention.
• Assists with the annual budget preparation. Provides budget versus actual reports.
• Performs other duties as assigned.
• Follow policy and procedures related to Bank Secrecy Act (BSA), Anti-Money Laundering (AML), Customer Identification Program (CIP) and Customer Due Diligence (CDD) daily to ensure compliance with current regulations.

SKILLS AND COMPETENCIES

• Strong oral and written communications skills required.
• Strong knowledge required in the use of Windows and Microsoft Office based programs, required.
• SQL experience preferred
• Able to work independently and exercise good judgment, initiative, tact and professionalism in representing TFCU with members, managers, staff and vendors.
• Ability to read and interpret documents such as accounting principles and data, policy and procedures. Ability to write complex reports.
• Ability to define problems, collect data, establish facts and draw valid conclusions.
• Ability to deal with ambiguity.
• Work within market deadlines.
• High level of integrity, ethics and professionalism.
• Experience with automated financial systems, preferably Symitar.
• Asset/Liability Management or Budget modeling experience, preferably with ProfitStar.
• Ability to analyze and solve problems.
• Ability to learn and apply new information or skills.
• Ability to perform highly detailed work on multiple, concurrent tasks.

Experience

Preferred

• 2 year(s): 2 -5 years related work experience in financial services industry preferred

Behaviors

Preferred

• Thought Provoking: Capable of making others think deeply on a subject
• Team Player: Works well as a member of a group
• Detail Oriented: Capable of carrying out a given task with all details necessary to get the task done well