• Provide the highest level phone support for all Connexus products and services. • Open new accounts for members and employees. • Build trusted relationships that lead to financial opportunities. • Respond to inquiries left on the website and customer relationship management software. • Partner with a variety of other teams to provide a best-in-class experience. • Engage members in robust and proactive financial review conversations resulting in personalized recommendations based on their unique needs. • Open new loan and deposit products, and build ongoing and valuable relationships. • Assist members through a variety of channels, including over the phone and digitally while troubleshooting as necessary. • Develop working knowledge of deposit and loan products, accurately open memberships and upsell appropriate accounts. • Responsible for developing additional business by promoting credit union products and services through building and maintaining strong member relationships. • Make outbound sales calls and educate team members on new or existing products.

• Assist Finance leaders with annual budget and quarterly forecast processes by developing financial models, templates, reports and resources used to guide managers, member champions and senior leaders in building projections. • Support month-end financial statement reviews by developing and maintaining financial analytics, performance metrics, dashboards and communicating variance analysis conclusions and highlights. • Lead regular presentations of financial performance and forecast reviews with assigned budget owners of department programs, initiatives, meetings and global events. • Partner with accounting team members to co-serve as Finance Business Partner of assigned departments or events; providing financial reports, analysis, advice, and accountability. • Support managers with completing finance activities as appropriate and assigned. • Perform financial data mining, research, and system reconciliations which includes validation of data used for financial planning and analysis and resolution of any data inconsistencies. • Analyze events with hedge requirements and regularly reconcile currency balances to recommend purchase and sale of currency, as appropriate. • Serve as SME, system administrator, and resource support for FP&A and various integrated financial systems to achieve high system utilization of features for advanced reporting, analytics, and processes. • Approve invoice payments to ensure consistent coding and alignment with current forecast. • Partner with finance leaders on ad hoc financial analysis and projects.

• Play a significant role in month-end close process, ensuring timely and accurate completion of assigned activities • Prepare and post journal entries with appropriate supporting documentation • Prepare monthly balance sheet account reconciliations and investigate reconciling items • Research and analyze general ledger variances and prepare clear explanations for management • Ensure compliance with SOX controls, internal policies, and accounting procedures • Support internal and external audit requests, including preparations of audit support packages • Assist with process improvements, standardization, and automation initiatives • Participate in special projects and ad hoc analyses as needed • Collaborate with cross-functional teams to resolve accounting issues and improve financial processes

• Play a significant role in month-end close process, ensuring timely and accurate completion of assigned activities • Prepare and post journal entries with appropriate supporting documentation • Prepare monthly balance sheet account reconciliations and investigate reconciling items • Research and analyze general ledger variances and prepare clear explanations for management • Ensure compliance with SOX controls, internal policies, and accounting procedures • Support internal and external audit requests, including preparations of audit support packages • Assist with process improvements, standardization, and automation initiatives • Participate in special projects and ad hoc analyses as needed • Collaborate with cross-functional teams to resolve accounting issues and improve financial processes