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We are looking for a Financial Analyst to join a finance team in Massachusetts. This position supports core accounting and financial reporting activities, including close processes, forecasting, reconciliations, and regulatory submissions within a banking or credit union environment. The role is well suited for a dependable individual who can work independently, partner with internal stakeholders, and help strengthen reporting accuracy and operational efficiency.
Job Responsibility
Create internal financial reports and assist with required external regulatory filings to support accurate and timely reporting
Perform reconciliations across general ledger accounts, investigate discrepancies, and resolve issues with appropriate documentation
Contribute to budgeting, forecasting, and variance review activities by analyzing trends and explaining key drivers
Prepare journal entries for month-end close and help maintain an organized, reliable closing process
Support the calculation and documentation of the allowance for credit loss in accordance with established policies
Review financial information for accuracy, consistency, and completeness, escalating concerns when needed
Build and maintain process documentation, operating instructions, and troubleshooting references for finance activities
Assess existing workflows and recommend improvements that enhance controls, reduce manual effort, and increase efficiency
Partner with auditors and assist with requests during internal or external audit engagements
Requirements
Bachelor’s degree in Accounting, Finance, or a related field
At least 2 years of experience in accounting or finance, with 4+ years strongly preferred
Prior experience in a banking or credit union setting is required
Strong Excel skills, including the ability to analyze data and build effective financial models
Hands-on experience with financial analysis, variance analysis, and ad hoc reporting
Solid understanding of general ledger activity, reconciliations, and month-end close procedures
Ability to work both independently and collaboratively while managing multiple priorities
Strong attention to detail, sound judgment, and a dependable approach to meeting deadlines