Budget And Reporting Analyst I, II, III

Alaskausa Mortgage Company Anchorage , AK 99501

Posted 2 months ago

Overview

Reports to: Manager, Budget and Financial Reporting

Functions Supervised: None


Primary Functions: Responsible for planning/budgeting and reporting for the Credit Union and CUSO's.Duties and Responsibilities:

Assist in the credit union's and CUSO budgetary and forecasting processes including preparation, analysis, and monitoring. Assist with preparation of the monthly Accounting Board reporting and review related Board reports prepared by other departments.

Perform GL variance analysis for the month end close process and Board reporting. Assist with preparation of the quarterly NCUA call report and annual audit report and workpaper preparation. Assist with the monthly cost accounting allocation and reporting process.

Maintain internal Accounting department policies and procedures. Perform other duties as assigned

Qualifications

Education: Bachelor's degree in Accounting or Business Administration with an emphasis in Finance or Accounting.


Creditable Experience in Lieu of Education: Three years' experience in a similar position.Experience/Skills: Must be well organized, have strong analytical skills, be quick to learn and require minimal direct supervision. Demonstrate the ability to exercise good judgment and draw valid conclusions from data gathered. Must have good verbal and written communication skills and be able to communicate effectively with both technical and non-technical users.

An understanding of/experience with accounting in a multi-departmental and multi-company environment preferred. Knowledge of Microsoft Excel is a plus. Experience with accounting/reporting and budgeting software a plus.Tenure: N/A

Equal Opportunity Employer



icon no score

See how you match
to the job

Find your dream job anywhere
with the LiveCareer app.
Mobile App Icon
Download the
LiveCareer app and find
your dream job anywhere
App Store Icon Google Play Icon
lc_ad

Boost your job search productivity with our
free Chrome Extension!

lc_apply_tool GET EXTENSION

Similar Jobs

Want to see jobs matched to your resume? Upload One Now! Remove
Manager Budget And Financial Reporting

Chugach Electric Association, Inc.

Posted 5 months ago

VIEW JOBS 5/21/2021 12:00:00 AM 2021-08-19T00:00 For over 75 years, Chugach Electric Association has provided reliable energy to thousands of Alaska homes and businesses. As one of the largest electric cooperatives in the nation, we are owned by our members, which means we are not motivated by profit, but by providing safe, reliable, affordable power to the members and communities we serve. If you're interested in helping to power Alaska's future, we'd like to talk to you. Summary Develops and administers an effective corporate operating and capital budget, reporting and analysis program and provides recommendations in preparation and analysis of budgets. Manages compliance with all financial reporting requirements. Manages the development, update and/or filing of Chugach's Audited Financial Statements, Federal Energy Regulatory Commission (FERC) filings, Financial Forecast (FF) and Return of Organization Exempt from Income Tax, IRS Form 990. Essential Functions Develops corporate budget policy and procedures. Develops, manages and makes recommendations during the annual budget process to assure timely and accurate completion of the corporate operating and capital budgets. Manages the conversion and automation of budget systems including monthly internal financial reporting system and the budget. Directs and manages preparation of budgets for areas with no cost center manager. Monitors budget transfers for compliance with standard operating procedures. Assists managers in preparation of budgets and budget revisions. Advises the Fuel & Corporate Planning Department and the operating divisions in preparation of corporate planning documents. Advises the Regulatory & External Affairs Department of financial transactions affecting electric rates. Analyzes actual results compared to budget and recommends corrective action. Supervises the preparation of accounting data related to budget and expense accounts for external studies. Provides company-wide training in annual budget application and the internal financial reporting system. Supervises the preparation and distribution of budget to actual variance reports. Plans and reviews the work assignments of Financial Analyst and evaluates performance and professional development. Completes required training and/or continuing education associated with current accounting standards to include regulated operations of utilities and tax law. Researches and completes necessary audit documentation for new and changing accounting standards and financial reporting requirements. As a check signer of the Association, reviews and approves required disbursement documentation. Assume the delegation of the Controller, as needed. Finance and Reporting Plans with and assists external auditors in the conduct of annual audit procedures. Manages the development of Chugach's Audited Financial Statements and coordinates with outside accounting firm. Manages the development of all other financial reports, including Form 7, Form 12 and quarterly and annual Federal Energy Regulatory Commission (FERC) reports. Manages compliance with indenture and debt covenant financial reporting requirements. Manages the development and updates to Chugach's Financial Forecast. Manages the development and filing of Chugach's Return of Organization Exempt from Income Tax, IRS Form 990. Participates in internal control compliance in conformity with the 2013 Committee of Sponsoring Organizations (COSO) framework requirements. Participates in the development of corporate metrics and targets consistent with strategic goals. Participates in the development of Chugach's Annual Report. Participates in the development of Chugach's Treasurer's Report. Provides information to holders of the corporation's bonds and rating agencies, as required. Analyzes effects of financial transactions on compliance with Generally Accepted Accounting Principles (GAAP), Federal Energy Regulatory Commission (FERC), and indenture and debt covenants. Recommends alternatives to maintain compliance. Analyzes tax implications of financial transactions. Present work products as necessary to the Association's Board of Directors. Relationships Internal * Controller: Reports to and receives direction and guidance from. * Chief Executive Officer, Vice Presidents, Department Managers: Provides assistance and information on budgeting, Financial Forecast matters, and expense account transactions. Exchanges information and participates in activities of common interest. * Board of Directors: Attends Board meetings as required. Participates in Audit and Finance Committee meetings and provides recommendations relative to matters relating to job responsibilities. * External * Bargaining Unit Representatives. * External Auditors: Provides all necessary information and detail to permit auditors to perform their function in an efficient manner. * External Legal Counsel: Provides all necessary information and detail to permit legal counsel to perform their function in an efficient manner. * Outside Consultants: Interfaces and participates with on major financial, budget and other accounting projects including software implementations and customer information requests. * External Tax Professional: Interfaces and participates with and provides all necessary information and detail to permit tax professional to perform their function in an efficient manner. * Competencies Knowledge of Internal Revenue Code (IRC) desirable. Knowledge of all aspects of budgeting and financial planning. Knowledge of the operations of an electric utility preferred. Knowledge of FERC system of accounts desirable. Familiarity with auditing, budgeting, financial control and financial planning procedures. Familiarity with automated financial information systems. Familiarity with the requirements for compliance with Committee of Sponsoring Organizations (COSO) internal control framework. Familiarity with primary hardware and software requirements and data processing. Must have superior analytical and communication skills. Ability to accomplish report preparation and other departmental work in a timely manner. Ability to work well with all levels of management. Ability to work well with external auditors, tax professionals and outside consultants. Ability to explain complex calculations, transactions or accounting requirements and results to the Association's Board of Directors, executive staff and management. Proficient with Microsoft Office applications including Excel, Word, Outlook, and Power Point. Work Environment Work is performed in a standard office environment. Occasional overtime due to deadlines and seasonal workloads may be required. Occasional travel may be necessary. Minimum Qualifications and Experience Education Bachelor's Degree in Business Administration, Finance, or Accounting required. Advanced degree or additional specialized training in financial management and economics desirable. Professional certification (i.e. CPA, CMA) preferred. Experience Eight years experience required, four of which must be in accounting management, preferably with an electric utility. Experience working in a union environment preferred. Chugach Electric Association, Inc. Anchorage AK

Budget And Reporting Analyst I, II, III

Alaskausa Mortgage Company