Regulatory Reporting - Financial Specialist

We’re proud to be named one of USA TODAY’s Top Workplaces, and we’ve earned the Best and Brightest Companies to Work For award for 8 years straight. Founded in 1937, Advancial is one of the oldest credit unions in the country. Our mission is to create lasting value for our members through superior service, quality products, and innovative solutions.

At Advancial, we don’t just work hard – we play hard, too. We’re a team that thrives on passion and collaboration, where every day feels like a chance to make a difference. Our culture is built on positivity, creativity, and the belief that work should be fulfilling, not just a “day job.”

The Regulatory Reporting Financial Specialist prepares and submits regulatory filings in compliance with credit union regulations, policies, and accounting standards. This role also supports budgeting for the credit union and its subsidiaries and prepares the quarterly NCUA Call Report.

 What You'll Do:

• Lead quarterly NCUA Call Reports, financial performance reporting, and required Federal Home Loan Bank and Federal Reserve submissions.
• Manage IRS Form 945, state tax withholdings, property tax filings, and CUSO tax and registry requirements.
• Conduct variance and trend analyses and support annual budget and capital planning with actionable financial insights.
• Resolve complex reporting issues and respond to ad hoc financial and regulatory requests.
• Maintain key systems, including the lease database, MERIT, and investment broker compliance records.
• Monitor financial and regulatory changes and advise leadership on necessary updates.
• Improve accounting workflows to enhance efficiency, accuracy, and compliance.
• Support the AVP–Finance with special projects and strategic initiatives.

The base range for this position is $75,000/yr. - $95,000/yr. based on experience, plus incentives. Must be willing to occasionally work a flexible work schedule to meet important deadlines.

What to Expect in Our Hiring Process

1. A quick phone screen to get to know you
2. A Zoom interview with the team
3. Short assessments to help us learn more about your strengths and work style
4. An in‑person interview at 10000 N. Central Expy. Ste. 111, Dallas, TX 75231
5. Once you’ve signed your offer letter, we’ll begin your background and credit check

EDUCATION and/or EXPERIENCE

Bachelor's degree (B.S.) in Finance, Accounting, or a related field, with at least three years of experience in financial reporting, regulatory compliance, or a similar role. Strong proficiency in Excel and reporting tools is strongly desired.

What We Offer:

Of course we offer healthcare, life insurance, and 401K benefits, but here is what else we offer:

• Take Time for Life: In addition to 11 company holidays, you start with 3 weeks of vacation, and can recharge at our beautiful vacation homes in Destin, FL, and Breckenridge, CO – free for you and your loved ones (you just pay taxes).
• Retire with Confidence: We contribute to your 401k. It’s our way of helping you build the future you deserve.
• Pets Are Family Too: With affordable pet insurance (we even chip in), your furry friends are covered for everything from checkups to surgeries.
• Invest in Your Future: We’ll cover 80% of your tuition costs after one year, so you can continue to grow, learn, and achieve your goals.
• Life Happens: Our Advancial Life Rewards program reimburses you up to $1,000 each year for unexpected expenses – because we know life doesn’t always go according to plan.