Senior Financial Reporting and Systems Analyst

Hours:

40

Schedule:

This position is remote eligible for up to 40% of the time with manager approval once training period has been completed. The office location for this position is at ESL Corporate Headquarters in Rochester, NY. Hours are typically Monday – Friday 8:00 a.m. – 5:00 p.m. with some reoccurring over-time. Must be flexible to meet current and future business needs.

Comprehensive Benefits:

ESL offers a competitive benefits package which focuses on providing a work life balance for all employees. Our benefits include robust options such as our wellness program, family assistance plan, 401k with match, paid volunteer time and Learning & Development training among many others.

Pay and Pay Incentive:

Starting Pay: $102,000  Salary Range: $78,363 - $113,596
In addition to competitive pay and benefits, we offer an annual performance-based incentive that rewards eligible employees for their contributions to our success.

Purpose of Position:

The Senior Financial Reporting & Systems Analyst serves as a key technical and analytical leader within the Financial Reporting function of a large, federally insured credit union. This role owns the end-to-end preparation and governance of internal and external financial reports, NCUA call report submissions, and GAAP-compliant financial statements — while simultaneously serving as the primary administrator and subject-matter expert for the organization's financial systems and reporting platforms. The ideal candidate brings deep credit union accounting knowledge, a command of regulatory reporting requirements, and a demonstrated ability to manage financial technology infrastructure. This role is well-suited for a professional who bridges the gap between finance and systems, and who thrives in a continuously improving environment.

Accountabilities:

Financial Reporting & Regulatory Compliance 

• Prepare accurate and timely NCUA Call Report (5300) filings, FR2900, 13F, 13H, NPX, and FFIEC51, ensuring alignment with regulatory definitions and current guidance 


• Produce monthly, quarterly, and annual GAAP-compliant financial statements including the balance sheet, income statement, and statement of cash flows


• Prepare and review all supporting schedules for external audit engagements, serving as a liaison with external auditors on financial reporting matters


• Manage all NCUA, state regulatory, and Board-level financial report packages with appropriate review controls and documentation


• Ensure ongoing compliance with applicable FASB ASC standards and NCUA regulations, monitoring emerging guidance and assessing impact on reporting policies

Financial Systems Management & Administration 

• Serve as primary system administrator for the core financial reporting platform(s), general ledger system, and associated reporting tools (e.g., Prologue, Axiom, Emburse, Terrapin, etc….)


• Own user access controls, permission structures, and segregation-of-duty configurations across financial systems in coordination with S&T internal audit


• Lead system upgrades, patch releases, and configuration changes; develop and execute user acceptance testing (UAT) scenarios for all financial system updates


• Design, build, and maintain automated reports, dashboards, and data extracts to support operational and executive reporting needs


• Partner with the S&T department and third-party vendors to troubleshoot system issues, manage integrations, and ensure data integrity across platforms


• Document system workflows, configurations, and reporting logic; maintain a current system administration manual for continuity and audit readiness

Analysis, Process Improvement & Support

• Conduct variance analysis on balance sheet, income statement, and key financial ratios; prepare commentary


• Identify and implement process improvements that increase the accuracy, efficiency, and timeliness of the financial close and reporting cycle


• Develop and maintain financial reporting procedures, internal controls documentation, and SOPs aligned with best practices and audit requirements


• Support budget-to-actual reporting, forecast updates, and ad hoc financial analysis as requested.

Continuously develop skills and advance expertise 

• Stay up to date with industry trends, emerging topics, and compliance changes


• Actively contribute to a culture of learning with the Accounting team by sharing knowledge.


• Other duties as needed to support departmental and organizational goals

Qualifications:

• Bachelor’s degree in accounting, business administration, finance, or related field


• 5+ years finance/accounting experience


• Critical thinking, strong analytical, interpersonal and time management skills required.


• Self-directed and self-motivated; must be able to address complex tasks with minimal guidance.


• Strong communication skills including ability to communicate complex accounting concepts to non-accountants


• Deep knowledge and proficiency in GAAP and financial services accounting
  
  
  
  
  


• Demonstrates alignment with ESL’s Core Values, mission, vision, and Purpose to help our community thrive and prosper

Preferred Qualifications:

• Master’s degree in accounting, business administration, finance, or related field 


• 5+ years finance/accounting experience in financial services


• Certified Public Accountant (CPA) 


• Financial Services Experience 


• Experience creating financial reports 

We’re committed to diversity, equity, and inclusion. We believe we are a stronger, more successful organization because of this commitment. We strive to ensure a robust talent pool of qualified candidates with a variety of skillsets and capabilities for all our openings. We hire great people and welcome all new hires to our award-winning work environment, which has been recognized by the Great Place to Work Institute since 2010.