Raiz Federal Credit Union · 1 day ago
Financial Analyst I
El Paso, TX
Full-time
Onsite
Mid, Senior Level
$27.21/hr - $40.81/hr
5+ years expRaiz Federal Credit Union, rooted in its El Paso heritage, is dedicated to guiding its members towards a prosperous future. The Financial Analyst I role involves supporting the credit union’s accounting and reporting functions, generating and analyzing financial data, and collaborating across departments to enhance financial processes.
Credit CardsFinanceFinancial Services
Responsibilities
Aid in the planning and formulation of basic policies and programs which will further the financial objectives of the credit union
Ensure that the VP of Accounting/Finance is kept fully informed on the conditions and financial operations of the Credit Union and on all important factors influencing them
Assist in the establishment, maintenance, and monitoring of internal controls as well as policies and procedures for the Finance function
Aid in the direction and coordination of all approved programs, projects, and major activities of the Finance department
Assist the VP of Accounting/Finance with respect to audits and examinations
Aid in the development and operate within an annual budget
Continue education to remain constantly aware of new ideas and approaches to performing a more efficient and effective function as an aid to the Finance team
Ensure that all Finance Department policies and procedures comply with GAAP and prudent banking practices
Project and monitor the Credit Unions daily cash position to ensure that liquidity is sufficient to meet operational requirements
Prepare accurate financial reports for the Board of Directors, Executive Committee, CFO, President, NCUA and other government entities as may be required under Federal and State laws
Perform analysis to summarize and explain the impacts on the financial statements and/or other benchmarks
Stay informed of trends and changes in the finance field
Ensure the department work area is clean, secure, and well maintained
Ensure that appropriate levels of confidentiality and security are maintained
Completes special projects and miscellaneous assignments as required by the VP Accounting/Finance and CFO
Complies with all Bank Secrecy Act (BSA) rules and regulations, in addition to Customer Identification Program (CIP)
Attends required annual BSA training and required compliance training
Assist with all other duties as assigned or identified
Qualification
Required
Minimum of experience of 5 years in finance analysis and budget forecast
Working knowledge of a variety of financial products and services
Exceptional interpersonal and oral communication skills
Highly skilled in Microsoft Excel, Word and PowerPoint
Knowledge of related computer applications (Excel, Word, ERP Systems, Accounting Software)
Well organized, accurate and attentive to details
Preferred
Bachelor's degree in Accounting, Finance, or related field is preferred
Experienced with data visualization tools such as Power BI, Domo, or Tableau
Knowledge of or eager to adopt Credit Union environment, operations and information flow
Previous credit union or financial institution experience preferred
Company
Raiz Federal Credit Union
Raiz Federal Credit Union is a financial institution that offers financial services including loans, savings, checking, and credit cards.
201-500 employees
Funding
Current Stage
Growth StageTotal Funding
$4.96MKey Investors
Community Development Financial Institutions Fund
2023-04-10Grant· $4.96M
Leadership Team
Max Villaronga
Chief Executive Officer
Recent News
2025-10-23
El Paso Matters
2023-12-24
El Paso Herald Post
2023-12-24
Company data provided by crunchbase