Financial Analyst II, SQL

SchoolsFirst Federal Credit Union

$88K — $132K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • High School Diploma or GED required
  • Bachelor's Degree in a related field or equivalent experience required
  • 3-5 years of relevant financial experience required
  • Strong organizational and problem-solving skills
  • Proficiency in Microsoft Excel, PowerPoint, and data mining tools like SQL

Responsibilities

  • Perform financial research and create reports on forecasts, profitability, and cash flows
  • Monitor and analyze financial and statistical data to inform strategic decisions
  • Design and maintain interactive dashboards for actionable insights
  • Conduct detailed financial and variance analysis to support management
  • Prepare accurate financial reports including monthly statements and budget variances
  • Collaborate with teams to gather and analyze data from various sources
  • Support month-end and year-end close processes

Benefits

  • Hybrid work arrangement after an initial onsite commitment
  • Opportunity for growth based on skills and experience
  • Supportive cross-functional team environment
  • Access to advanced data analytics tools and platforms
  • Engagement in complying with and learning regulatory requirements
Full Job Description
Financial 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:

40

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

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