PenFed Credit Union
- Senior Analyst, Financial Reporting
At a glance
Location: US-VA-McLean Map
Posted: 12/01/2021
Closing: 12/31/2021
Degree: 4 Year Degree
Type: Full-Time
Experience: At least 3 year(s)
Job description

Are you looking to take your career from good to great? As an employee of PenFed, every day is an opportunity to thrive, and be part of a team working to ensure our organization is providing world class service to our members, employees, and our communities. We exist to help our members realize their full potential, educate and encourage their dreams, and make every effort to follow our mission and help our members “do better.” Joining PenFed is more than being an employee; it’s about being a part of the PenFed family.


PenFed is hiring a Senior Analyst, Financial Reporting at our Tysons, Virginia location. The primary purpose of this job is to prepare monthly, quarterly, and annual internal and external reports (e.g., board reports, committee reports, management reports, annual report, and quarterly NCUA call report) and ensure compliance of such financial statements with management standards, Generally Accepted Accounting Principles (GAAP), and regulatory requirements. This position will also deep dive to track various income and balance sheet categories, provide business insight, performance metrics, and drive financial reporting operational improvement. This position will interface regularly with senior management.


Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. This is not intended to be an all-inclusive list of job duties and the position will perform other duties as assigned. 

  • Gather and prepare data for various financial, compliance, internal, and external reports utilizing existing tools.
  • Gather variances from business units and provide summary reports for internal reporting to management.
  • Identify opportunities to enhance, streamline, and automate reporting processes and research new ways to use tools to accomplish improvements.
  • Develop scalable reporting that can be utilized across the company in all internal and external financial reporting.
  • Assist with gathering data from controlled sources, working with the business unit controllers to compile information, and reviewing information provided for the annual report and quarterly Call Reports.
  • Provide support for executive ad-hoc requests surrounding financial reporting.
  • Conduct transactional and operational research surrounding financial results and processes.
  • Collaborate with the leadership team and cross-functional teams to provide strategic analysis, insights, reporting and analytics that influence business decision-making.
  • Provide support for executive ad-hoc requests surrounding financial reporting.

*This role is responsible for ensuring business continuity.*


Equivalent combination of education and experience is considered.

  • Bachelor’s Degree is required, preferably Accounting, Information Systems, or Data Analytics related.
  • Minimum of three (3) years of reporting related experience either in a financial reporting or FP&A role.
  • Experience in banking or a credit union operation that provides in-depth knowledge of products, services, systems, policies and procedures, is preferred.
  • Experience working with large datasets and knowledge of various data analysis software packages and tools (e.g., Oracle ERP, Hyperion, BlackLine, Active Disclosures) is preferred.
  • Strong working knowledge of Excel and PowerPoint is preferred.
  • Advanced research, analytical, and problem-solving skills.
  • Ability to work independently and in a team environment.

Licenses and Certifications

  • Certified Public Accountant (CPA) designation is preferred

Work Environment

While performing the duties of this job, the employee is regularly exposed to an indoor office setting with moderate noise.

*Most roles require working in an office setting with moderate noise and the ability to lift 25 pounds.*



Travel is not required


Special Message Regarding COVID 19

PenFed is continuing to hire and train exceptional individuals to help us serve our 2 million members both here and around the world.  In light of the current situation with novel coronavirus (COVID-19), we have modified our hiring, onboarding, training, and deployment protocols in order to comply with current local and state guidance around social distancing.

About Us

Established in 1935, PenFed today is one of the country’s strongest and most stable financial institutions with over 2 million members and over $26 billion in assets. We serve members in all 50 states and the District of Columbia, as well as in Guam, Puerto Rico and Okinawa. We are federally insured by NCUA and we are an Equal Housing Lender. We are available to members worldwide, via the web, seven days a week, twenty-four hours a day.


We provide our employees with a lucrative benefits package including robust medical, dental and vision plan options, plenty of paid time off, 401k with employer match, on-site fitness facilities at our larger locations, and more.


Equal Employment Opportunity

PenFed management will maintain and observe personnel policies which will not discriminate or permit harassment or retaliation against a person because of race, color, creed, age, sex, gender, gender identity, gender expression, religion, national origin, ancestry, marital status, military or veteran status or obligation, the presence of a physical and/or mental disability or medical condition, genetic information, sexual orientation, and all statuses protected by applicable state or local law in all recruiting, hiring, training, compensation, overtime, position classifications, work assignments, facilities, promotions, transfers, employee treatment, and in all other terms and conditions of employment. PenFed will also prohibit retaliation against individuals for raising a complaint of discrimination or harassment or participating in an investigation of same.


PenFed will also reasonably accommodate qualified individuals with a disability so that they can apply for a job or perform the essential functions of a job unless doing so causes a direct threat to these individuals or others in the workplace and the threat cannot be eliminated by reasonable accommodation or if the accommodation creates an undue hardship to PenFed. Contact human resources (HR) with any questions or requests for accommodation at 240-224-4256.


Senior Analyst, Financial Reporting