FINANCIAL ANALYST

CHARTER OAK FEDERAL CREDIT UNION • Waterford, CT, US • published 2026-09-23 05:43:16.080250

Description

**FINANCIAL ANALYST** **SUMMARY:** Under the direction of the AVP Financial Controller, the Financial Analyst provides operational and analytical support for the Credit Union's Finance and Accounting functions. The position assumes responsibility for recurring financial reporting, data preparation, model maintenance, documentation, and other operational finance activities, helping create capacity for the Controller to focus on strategic financial management, planning, and organizational initiatives. This is a developmental role that works closely with and learns from the Controller. Through hands\-on experience and progressively broader assignments, the Financial Analyst develops knowledge of credit union financial reporting, budgeting and forecasting, asset/liability management, liquidity, investments, profitability analysis, CECL, and regulatory and Board reporting. **ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned.** This position is intended to serve as a developmental finance role, providing operational and analytical support to the Financial Controller while building proficiency in credit union financial management, reporting, forecas...

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