Financial Analyst II - Insights & Forecasting

Golden 1; Sacramento (CA); On-site; USD 70,000 - 87,000; Full time

Job summary

Golden 1 Credit Union in Sacramento, CA, is seeking a Financial Analyst II to support strategic financial initiatives, prepare management reports, and develop actionable insights through financial modeling and analysis.

You will partner across departments to maintain regulatory compliance, deliver accurate analysis, and continuously improve processes using PowerBI and Excel, driving profitability and growth.

Qualifications

• Bachelor’s degree in Accounting, Finance or related field or equivalent experience.
• 1+ years of progressive finance experience required.
• Strong analytical and modeling skills.

Responsibilities

• Prepare management reports and financial analyses by channel, market and peers.
• Analyze monthly statements and communicate variances to leadership.
• Maintain general ledger understanding and key financial ratios.
• Build financial models and scenarios to support pricing and profitability.
• Use PowerBI and Excel to summarize data into actionable insights.

Skills

Financial analysis

Analytical thinking

Data visualization

Education

Bachelor’s Degree in Accounting/Finance

Tools

PowerBI

Excel

Job description

Golden 1 Credit Union in Sacramento, CA, is seeking a Financial Analyst II to support strategic financial initiatives, prepare management reports, and develop actionable insights through financial modeling and analysis.

You will partner across departments to maintain regulatory compliance, deliver accurate analysis, and continuously improve processes using PowerBI and Excel, driving profitability and growth.