About Careertakes

👉 Important disclosure: Careertakes is a third-party recruiting platform supporting this hiring process. If selected, you will be employed directly by our client, Accounting & Finance.

Applicants for this role may also receive access to additional matched opportunities through the Careertakes platform.

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What You’ll Do

This is a developmental Financial Analyst role supporting the Finance function and reporting to the AVP Financial Controller. You will provide operational and analytical support to help maintain accurate financial reporting, improve processes, and build capacity for strategic financial work.

• Prepare recurring financial reports, schedules, and supporting documentation for management and Board reporting on behalf of the confidential client.
• Compile, validate, and analyze financial data; identify trends, variances, and anomalies for Controller review.
• Assist with financial modeling, profitability and ROI analyses, forecasts, and ad hoc financial studies.
• Support the annual budget process and ongoing forecasting; maintain model inputs, assumptions, and supporting schedules.
• Maintain and validate data for asset/liability management; assist with liquidity, rate-shock, pricing, sensitivity, and scenario analyses.
• Support investment reporting and coordination with external brokers/advisors; assist with CECL reserve analysis and data validation.
• Perform recurring operational finance tasks including reconciliations, report maintenance, documentation, and data management.
• Assist with audit, regulatory, Supervisory Committee, and Board reporting requests; gather documentation and maintain organized supporting records.
• Identify opportunities to improve reporting efficiency, data quality, internal controls, processes, and documentation.
• Collaborate with other departments to collect data and support cross-functional financial objectives.
• Learn and develop broader finance skills through hands-on assignments and guidance from the Controller.

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Qualifications

• Bachelor’s degree in accounting, finance, economics, business administration, or a related field — or an equivalent combination of education and relevant experience.
• 0–3 years of relevant experience preferred; entry-level candidates with internships, relevant coursework, or demonstrated analytical ability will be considered.
• Proficiency in Microsoft Excel required — ability to organize data, build/maintain models, perform calculations, and prepare clear reports.
• Strong analytical skills, attention to detail, and ability to identify trends and variances.
• Effective written and verbal communication skills; able to prepare clear schedules and documentation for internal and external reviewers.
• Ability to meet deadlines, manage multiple priorities, and maintain accurate supporting records.

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Preferred / Nice-to-have

• Experience in financial institution reporting, budgeting, forecasting, or financial modeling.
• Familiarity with CECL methodologies, investment reporting, or asset/liability management.
• Prior exposure to audit or regulatory reporting processes.
• Any experience working in credit unions, banking, or public accounting.

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Skills & Tools

• Strong Excel skills (pivot tables, formulas, data validation, modeling).
• Financial modeling and forecasting fundamentals.
• Analytical problem solving and variance analysis.
• Clear documentation and organizational skills.

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Compensation & Location

• Location: Waterford, CT (on-site or as specified by the confidential client).
• Estimated compensation (from source data): $79,816 per year (estimated).

Reasonable accommodations are available to applicants with disabilities during the hiring process. Regular attendance and reliable work performance are required.

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Additional Information

• Employment type: Full-time.
• This position is a developmental role intended to build technical competency across finance, reporting, ALM, investments, liquidity, and regulatory support under mentorship from the Controller.
• The confidential client is an equal opportunity employer. Veterans and individuals with disabilities are encouraged to apply.

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Equal Opportunity & Hiring Transparency

Careertakes and our client are Equal Opportunity Employers committed to building a diverse and inclusive workforce. We prohibit discrimination or harassment of any kind. To support a fair and efficient hiring process, AI tools may be used to assist with application review or resume screening. These tools do not replace human decision-making. Final hiring decisions are made by people.

If you have questions about how your data is used, please contact us directly.