Securities Lending – Transfer securities lending files to the lending agent promptly. This requires starting work before 7:00 AM and monitoring throughout the day.
Trade Settlements – Ensure trades settle on time and communicate any issues clearly. Prepare end-of-day reports.
Deposits – Accurately and promptly process check deposits in compliance with company policies for safeguarding funds.
Disbursements – Process wire, check, and ACH disbursements accurately and on time.
Other Transactions – Handle credit card transactions, wire templates, corporate actions, class action claims, and prepare quarterly/monthly reports as needed. Perform backup duties as assigned.
Certification – Active CTOP (Certified Trust Operations Professional) certification required. On-the-job training and certification will be provided over a 3-year period.
Required Skills – Ability to work independently under pressure and meet daily deadlines. Strong attention to detail and accuracy; ability to self-check work. Provide complete supporting documentation for all transactions. Maintain a professional attitude in all communications.

Bachelor's degree in Finance, Management, or a related field is required.
CMA, CPA or MBA preferred.
Four to five years of relevant experience in accounting, auditing, business management, or equivalent.
Demonstrate understanding of accounting principles and Church accounting systems.
Proficient in computer use, including word processing and spreadsheets (especially Microsoft Excel).
High level of proficiency in written and verbal English sufficient to prepare clear financial analyses, author detailed reports, and communicate recommendations to managers and senior leaders.
Must operate a personal computer and have knowledge of word processing and spreadsheet. Must be able to learn new software.
Preferred: Familiarity with Excel macros, Power Automate, and Power BI

Financial Analyst

Key skills