Description

This role involves monitoring and processing financial reporting and surveillance activities.

Responsibilities

• Monitor and process the receipt of financial statements, ensuring timely submission and proper documentation.
• Communicate with members regarding missing or late financial reports and manage extensions, waivers, and fines.
• Accurately enter financial data into the Automated Financial Reporting System (AFRS) and track progress through approval workflows.
• Oversee production and review of daily surveillance emails, ensuring completion of workflows.
• Reconcile reporting and trackers to ensure accuracy and consistency.

Required Skills

• Bachelor's degree in Finance, Accounting, Economics, or related field.
• Strong knowledge of financial reporting components (Income Statements, Balance Sheets, etc.).
• Experience in credit and financial statement analysis for financial institutions.
• Proficiency in Microsoft Office Suite (Excel, Word, Outlook, PowerPoint).
• Strong attention to detail and excellent organizational skills.
• Effective verbal and written communication skills.
• Ability to manage multiple tasks and meet deadlines in a part-time schedule.

Key Skills

Education

Bachelor's degree