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CUNA Mutual Group

External Reporting Analyst

CUNA Mutual Group - Madison, WI

External Reporting Analyst






Responsible for providing analysis and insight as it relates to assigned customer business needs. Communicate findings and impacts effectively to customers and management. Responsible for working with and influencing Manager and Director level customers. This position is responsible for providing comprehensive support to a broad customer group.

Job Responsibilities:

Develop and provide detailed analysis for assigned business area: explain results and provide insight/recommendations to internal and external customers

Accurately develop, maintain and discuss various reports with clients; including but not limited to monthly financial, audit, etc.

Assist with the understanding, documentation and testing of financial reporting controls

Build relationships with assigned clients up through the director level and provide requested support

Ensure understanding of the systems/processes for the business areas supported

Assist in the identification and development of plans for process improvements for the assigned area

Collaborate with others in a team setting, either directly or indirectly

Serve as a subject matter expert within their respective business area

Examination of complex contracts, amendments and computations; Translate relevant information into our accounting environment by proposing appropriate accounting to the manager

External Reporting Responsibilities:

Oversee the state/statistical reporting process by managing technology and completing reporting requirements

Develop understanding of the financial systems and processes to act as a data steward to ensure the integrity of financial reporting

Identify the need for and research state department and regulatory agency reporting

Understand new reporting requirements and work with internal resources to meet requirements

Review processes to identify efficiencies and develop streamlined processes

Identify opportunities for automation and manage automation projects

Independently prepare and interpret monthly, quarterly, and annual financial statements in compliance with prescribed accounting practices

Work with internal/external auditors in the completion of audits

The above statement of duties is not intended to be all inclusive and other duties will be assigned from time to time.

Job Requirements:

Bachelor’s degree in Accounting or Financial discipline

3 years’ experience in business related role preferred to include:

Planning and problem solving skills

Leading small project efforts

Working independently and with teams

Analyzing processes, identifying problems and their root causes, and assisting in the development of improvements

Building relationships with peers and stakeholders

Currently possess or will sit for the CPA Examinations

Proficient with Microsoft products, such as Excel and PowerPoint

Demonstrated ability to collaborate effectively with a specific business unit leader

Effective written and verbal communications

Proven ability to manage multiple priorities

Proven ability to identify process improvements


CUNA Mutual Group’s insurance, retirement and investment products provide financial security and protection to credit unions and their members worldwide. As a dynamic and growing company, we strive to create a culture of performance, high standards and defined values. In return for your skills and contributions, we offer highly competitive compensation and benefit packages, significant professional growth, and the opportunity to win and be rewarded.

Please provide your Work Experience and Education or attach a copy of your resume. Applications received without this information may be removed from consideration.

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6 days 12 hours ago

CUNA Mutual Group


External Reporting Analyst CUNA Mutual Group - Madison, WI, United States


Location: Madison, WI

Company Profile:
For more than 75 years, CUNA Mutual Group has worked tirelessly to deliver product and service solutions that meet the unique challenges and needs of credit unions and their members. Our vision is unwavering: to be a trusted business partner who delivers service excellence with customer-focused, best-in-class products and market-driven innovation.