SchoolsFirst Federal Credit Union

Credit union offering savings, loans, accounts

Financial Data Analyst 2 - SQL

Corporate Finance & FP&APosted on Nov 12

Full-timeTustin, CA, USA$88.2k - $132.3k

About the Job

Requirements

A high school diploma or GED is required.
A bachelor's degree in a related field or equivalent years of experience is required.
Three to five years of prior relevant experience is required.
Strong organizational, problem-solving, verbal, and written communication skills are required.
Strong analytical, quantitative, and technical skills are required.
A solid understanding of financial concepts, financial modeling, and core financial statements is required.
Proficiency with Microsoft Excel and PowerPoint is required.
Data mining skills and familiarity with tools such as SQL are required.

Responsibilities

Performs financial research and creates reports related to forecasts, profitability, investments, liquidity, cash flows, ratios, pricing, income statement, and balance sheet data.
Monitors and analyzes financial and statistical data and makes recommendations relevant to operational and strategic decisions.
Supports other Finance, Accounting, and Treasury functions as assigned.
Creates reporting and analytics using business tools and platforms such as SQL, Tableau, and Dundas.
Designs, develops, and maintains interactive dashboards to deliver actionable insights and support data-driven decision-making.
Processes and analyzes large data sets to gain business insights and identify trends.
Conducts detailed financial analysis, including variance analysis, trend analysis, and financial modeling, to support management decision-making.
Prepares accurate and timely financial reports, including monthly financial statements, budget-versus-actual reports, and ad hoc analyses.
Collaborates with cross-functional teams to gather and analyze financial data from internal systems and external databases.
Supports month-end and year-end close processes and performs reconciliations as needed.
Maintains and updates standard reporting and analysis to support operational decisions.
Facilitates project deliverables and testing.
Performs other duties as assigned.
Complies with regulatory compliance and assigned training requirements, including applicable Bank Secrecy Act regulations for the role.

We’re always looking for diverse, talented, service-oriented people to join our exceptional team.

Financial Data Analyst II, SQL

The pay range for this position is listed below. Our pay ranges are built to allow for candidates with various levels of skill and experience to be considered, as well as for room for growth and tenure achieved in a role over time. Typical new hire salary offers fall within the minimum to midpoint of a pay range for many candidates. Any offer extended to a candidate will be based upon their unique set of knowledge, skills, education, and experience as well as internal equity.

Pay Range:

$88,221.00 - $132,331.00

Scheduled Weekly Hours:

This position requires a minimum 6-month onsite commitment, followed by a hybrid arrangement at our Tustin Campus.

What You’ll Be Doing

Performs financial research and creates reports related to forecasts, profitability, investments, liquidity, cash flows, ratios, pricing, income statement and balance sheet data. Monitors and analyzes financial and statistical data and makes recommendations relevant to operational and strategic decisions. Supports other Finance, Accounting and Treasury functions as assigned.

Create reporting and analytics using other business tools and platforms as needed (e.g. SQL, Tableau, Dundas)
Designs, develops, and maintains interactive dashboards to deliver actionable insights and support data-driven decision-making
Processes and analyzes large data sets for the purposes of gaining important business insights and identifying trends
Conducts detailed financial analysis, including variance analysis, trend analysis, and financial modeling, to support management decision-making
Prepares accurate and timely financial reports, including monthly financial statements, budget vs. actuals reports, and ad-hoc analysis as needed
Collaborates with cross-functional teams to gather and analyze financial data from various sources, including internal systems and external databases
Supports month-end and year-end close process and performs reconciliations as needed
Maintains and updates standard reporting & analysis to support operational decisions.
Facilitates project deliverables and testing

Additional Job Functions

Performs other duties as assigned
Complies with regulatory compliance and assigned training requirements including but not limited to BSA regulations corresponding to their specific job duties. Failure to do so may result in disciplinary and other employment related actions.

Qualifications

High School Diploma or GED required
Bachelor's Degree in a related field or equivalent years of experience required

3-5 years of prior relevant experience required

Knowledge, Skills, and Abilities

Strong organizational, problem-solving, verbal and written communication skills
Strong analytical, quantitative, and technical skills
Solid understanding of financial concepts, financial modeling, and core financial statements
Proficiency with Microsoft Excel and PowerPoint
Solid data mining skills and familiarity with tools like SQL

SchoolsFirst FCU is committed to Diverse, Equitable, and Inclusive Hiring

At SchoolsFirst FCU we are dedicated to building and growing a diverse, inclusive, and authentic Dream Team, so if you’re excited about a position or wanting to make a career change but your past experience doesn’t align perfectly with every qualification in the job description, we encourage you to apply anyway. Many skills are transferrable and you may be just the right candidate for the position, or for other roles we are working on.

SchoolsFirst Federal Credit Union is committed to fostering, cultivating, and preserving a culture of diversity and inclusion. SchoolsFirst FCU is an equal opportunity employer and prohibits discrimination against qualified individuals based on their status as protected veterans or individuals with disabilities and prohibits discrimination against all individuals based on their race, color, religion, sex, national origin, age, sexual orientation, gender identity or expression, political affiliation, or genetic information.

This organization participates in E-Verify.

About the Company

SchoolsFirst Federal Credit Union

Credit union offering savings, loans, accounts

SchoolsFirst Federal Credit Union provides financial services to members, especially school employees and their families, including savings and checking, auto loans, mortgages, credit cards, investments, and insurance through branches and online tools. Members join and use member-owned accounts with online/mobile banking, deposits, payments, and planning help. It differs from many competitors by being member-owned, federally insured, and focusing on the education community, offering educator-focused loan programs and lower fees. Its goal is to help teachers and school staff manage money effectively with affordable products and education resources while building a loyal member base.

Company size: 1,001-5,000
Company stage: Not listed
Total funding: Not listed
Headquarters: Santa Ana, CA
Founded: 1934

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