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.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.PDN-a1f47f2c-7227-4019-af70-dca4f6e31c67