Financial Analyst II

Posted 3 Hours Ago
Raleigh, NC, USA
In-Office
Mid level
Financial Services
The Role
Intermediate accounting and financial analysis role applying GAAP to prepare monthly, quarterly, and annual reports; analyze transactions and variances; prepare journal entries; support NCUA Form 5300 Call Report and external audits; produce standardized reports for branches and consolidation; collaborate across departments to ensure compliance.
Summary Generated by Built In

If you are motivated and believe in the credit union philosophy of "People Helping People," join our team!

This is an intermediate level accounting and financial analysis position which requires an understanding of GAAP and fundamentals of financial analysis and
reporting.

Duties:

  • Application of Generally Accepted Accounting Principles to create monthly, quarterly, and annual financial reports for use by upper management, Board of Directors, and membership.
  • Analyzes transactional information and collaborates with other departments to ensure reporting and compliance requirements are met.
  • Prepares journal entries at month end to ensure sales and use tax is correctly applied.
  • Review of monthly financial variances, including the identification, and communication of key drivers impacting financial performance.
  • Data gathering to support requests from external county auditors.
  • Involvement in the preparation of the NCUA Form 5300 Call Report including the maintenance of adequate supporting documentation. Includes staying abreast of NCUA regulatory reporting changes in order to maintain organizational compliance.
  • Prepare standardized monthly reports for both individual company and consolidated organizational financial performance.
  • Prepare and gather reports to meet various regulatory, examiner, and external audit requirements
  • Preparation of various financial reports to support branch network’s visibility of various performance metrics.
  • Performs other related duties as required.

REQUIREMENTS:

  • Must have four-year degree preferably in Accounting, Finance or Business-related field.
  • CPA licensees and candidates will be given preference.
  • Candidates with experience using Workday Financials preferred.
  • Must have strong analytical and organizational skills. Strong Excel skills also preferred.
  • Must be able to analyze large data sets and grasp complex financial methodologies.
  • Must be detail-oriented with an ability to perform in a fast-paced, deadline driven environment while requiring little supervision.
  • Must be able to cooperate and collaborate with co-workers, be cordial in all interactions with members and maintain professionalism.
  • Must be able to speak English fluently and adhere to the work schedule and attendance policy established by manager.

Job Environment

  • Hybrid Remote/office setting - office setting includes physical proximity to other employees

SECU provides equal employment opportunity to all qualified persons regardless of race, color, religion, age, sex, sexual orientation, gender identity, national origin, genetic information, disability, veteran status, or other classification protected by law.

Disclaimer

State Employees' Credit Union reserves the right to fill this role at a higher/lower level based on business need.

Skills Required

  • Bachelor's degree in Accounting, Finance, or Business-related field
  • Understanding of Generally Accepted Accounting Principles (GAAP) and financial reporting fundamentals
  • Experience analyzing large data sets and applying complex financial methodologies
  • Strong analytical and organizational skills; detail-oriented and able to work in a fast-paced, deadline-driven environment with little supervision
  • Ability to cooperate and collaborate with coworkers and maintain professional member interactions
  • Ability to speak English fluently and adhere to work schedule and attendance policies
  • CPA licensees and candidates
  • Experience using Workday Financials
  • Strong Excel skills

SECU Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about SECU and has not been reviewed or approved by SECU.

  • Retirement Support Immediate 100% vesting and a 200% employer match on employee 401(k) contributions from 1–5% of pay (up to a 10% employer match) stand out. This level of support is described as unusually rich among financial‑services employers.
  • Leave & Time Off Breadth 11 paid holidays plus 16 floating‑holiday hours, paid parental and caregiver leave, bereavement and volunteer time, and PTO that can reach 32 days per year with carryover up to 280 hours. These provisions provide predictable time off and flexibility across life events.
  • Healthcare Strength Medical (PPO or HDHP) with HSA/FSA options, dental including a minor‑child orthodontia option, and vision are available for employees and eligible dependents. Employer‑paid basic life/AD&D and short‑term disability, with subsidized long‑term disability, add robust income protection.

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The Company
HQ: Raleigh, NC
4,327 Employees
Year Founded: 1937

What We Do

Even though we're North Carolina's largest credit union, we're still just "people helping people." We currently serve over 2.6 million members through more than 270 branch offices - and growing! Members have 24/7 access to account services from over 1,100 ATMs, as well as via phone, our website, and the SECU Mobile App. Since 1937, we've provided financial services to employees of the State of North Carolina, public boards of education, and employees of associations formed for the benefit of State employees, as well as their immediate family members. We are the trusted provider of financial services for millions of members. And, according to Forbes Magazine, we're the best credit union in North Carolina. State Employees' Credit Union (SECU) is an Equal Housing Opportunity lender and federally insured by NCUA. SECU provides equal employment opportunity to all qualified persons regardless of race, color, religion, age, sex, sexual orientation, gender identity, national origin, genetic information, disability, veteran status, or other classification protected by law.

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