Randolph Brooks Federal Credit Union · 5 hours ago
Financial Planning & Analysis (FP&A) Analyst
San Antonio, TX
Full-time
Onsite
Entry Level
1+ years expRandolph-Brooks Federal Credit Union is seeking a Financial Planning & Analysis (FP&A) Analyst to perform various financial analysis tasks. The role involves variance analysis, budgeting and forecasting, and preparing profitability reports, while collaborating with different business units within the Credit Union.
BankingFinancial Services
Responsibilities
Produce various financial, statistical, and operational analysis as requested by management or other departments in the Credit Union
Analyze financial results, perform variance analysis, and identify key trends
Prepare and process monthly journal entries on moderately complex general ledger accounts such as borrowings
Prepare routine account reconciliations to support ending balances
Assist in the preparation of semi-annual operating and capital budgets
Conduct analysis to measure key drivers of profitability across departments and products
Help prepare and maintain profitability reports for senior management and the board
Assist in the aggregation of investment data for accounting purposes
Perform peer review/reconciliations of other financial reports to ensure data integrity
Assist in the preparation and construction of the quarterly Call Report and other regulatory reports
Perform close review, analysis, and monthly/quarterly/year-end reporting processes
Collaborate effectively with business units across the Credit Union as well as other teams in Finance on recurring and ad hoc projects
Demonstrate flexibility and the willingness to work closely within a team environment
Work independently on assigned work and in a group environment
All other duties as assigned (note: essential functions and responsibilities may change, or new ones may be assigned at any time with or without notice)
Qualification
Required
Bachelor's degree in Finance, Accounting, or related field
Less than one year of job-related experience
Demonstrates a solid understanding of GAAP fundamentals including the ability to analyze and interpret financial statements
Capable of working independently on assigned work and in a group environment
Strong knowledge of Microsoft Office 365 suite with proficiency in excel
Preferred
Working knowledge of how a financial institution operates
Banking/Financial Services experience
Company
Randolph Brooks Federal Credit Union
Randolph-Brooks Federal Credit Union is focused on helping members save time, save money and earn money.
1001-5000 employees
H1B Sponsorship
Randolph Brooks Federal Credit Union has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2024 (1)
2021 (1)
Funding
Current Stage
Late StageLeadership Team
Christopher O'Connor
Chief Executive Officer
Sonya McDonald
Executive Vice President/Chief Operating Officer
Recent News
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2025-08-08
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2025-04-15
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2024-04-09
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