Salary Range: from $65,000 a year, DOE

Job Summary:

This position has two major focuses. The first is to assist the CEO with data-related tasks, including preparing the monthly excel and Tableau financials, comparing Spirit of Alaska with local peer credit unions, conducting loan portfolio analysis and stress testing, among others. The second major role is to assist the accounting department with Accounts Payable, GL reconciliation, investment accruals, and other tasks. This position includes the management of the following vendors: Tableau, Callahan, ID-Pal, nCino, Advanced Fraud Solutions.


  • Bachelor’s degree in Business, Finance, Accounting, Economics, Mathematics, Computer Science or a related field.
  • Previous financial institution experience preferred.
  • Internship experience can substitute for work experience.
  • Strong PC experience is required.
  • Strong analytical and mathematical aptitude is required.
  • Excellent written, presentation, and verbal communication skills.
  • Ability to define problems, collect data, develop alternatives and make recommendations.

Job Duties:

  1. Data
    • Maintain and improve Tableau financials.
    • Maintain and improve CEO excel financials.
    • Maintain board financial dashboard,
    • Maintain Loan Limits board report.
    • Maintain monthly loan data extract for nCino.
    • Create new Tableau dashboards at the CEO’s request.
    • Conduct peer research at the CEO’s request.
    • Identify processes where Tableau or nCino can increase efficiency.
    • Monitor and track indirect lending members, and the indirect loan portfolio.
    • Monitor and track online banking usage statistics.
    • Complete stress-testing and portfolio reviews of loan portfolios.
    • Manage reporting for ITM fleet.
    • Assist employees with database querying.
    • Assist with economic projections, budgeting, and economic analysis.
  2. Accounting
    • Manage allowance for loan loss, CECL calculation.
    • Complete monthly recons as assigned by the CFO.
    • Act as a backup to payroll processing.
    • Assist with Accounts Payable on a weekly basis.
    • Monitor/update vendors for Accounts Payable.
    • Complete morning wire process as directed by the CFO.
    • Complete accounting related projects as directed by the CFO.
    • Manage amortizations and accruals for investments.
    • Assist with company credit card payoffs.
    • Calculate offering rates for ALM.

3. Project Management

    • Manage projects related to online account opening.
    • Identify promising fintech vendors and new technology.
    • Assist with additional projects as assigned by CEO and CFO.

4. Other duties as assigned.