Financial Analyst II, SQL

Schoolsfirst-Federal-Credit-Union; Tustin (CA); On-site; USD 88,000 - 132,000; Full time

Job summary

SchoolsFirst FCU in California is seeking a Financial Analyst II, SQL, to support liquidity management, reporting, and data analytics. You will develop dashboards, maintain SQL queries, and provide insights to Treasury leadership.

The role requires strong SQL, BI tool experience (Power BI/Tableau/Dundas), financial modeling, and collaboration with cross-functional teams to drive data-driven decisions.

Qualifications

• Bachelor's degree in a related field or equivalent years of experience required.
• 3-5 years of prior relevant experience required.
• Strong SQL skills including complex queries, data validation, joins, aggregations, stored procedures, and performance optimization.
• Experience with dashboarding and visualization tools such as Power BI, Tableau, Dundas, or similar platforms.

Responsibilities

• Performs financial, treasury, and data analytics to support liquidity management, share/deposit reporting, cash forecasting, funding cost analysis, investment reporting, and balance sheet decision-making.
• Develops reporting solutions, dashboards, and analytical tools that provide actionable insights to Treasury leadership and business stakeholders.
• Writes and maintains SQL queries, views, and data processes to support reporting and analytical needs.
• 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.

Skills

SQL

Dashboarding

Power BI

Tableau

Dundas

Python basics

Education

Bachelor's degree or equivalent

Tools

Power BI

Tableau

Dundas

Job description

We’re always looking for diverse, talented, service-oriented people to join our exceptional team.Financial Analyst II, SQLThe 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 - $132,331.00Scheduled Weekly Hours:40What You’ll Be DoingPerforms financial, treasury, and data analytics to support liquidity management, share/deposit reporting, cash forecasting, funding cost analysis, investment reporting, and balance sheet decision-making. Develops reporting solutions, dashboards, and analytical tools that provide actionable insights to Treasury leadership and business stakeholders.Writes and maintains SQL queries, views, and data processes to support reporting and analytical needs.Designs, develops, and maintains interactive dashboards to deliver actionable insights and support data-driven decision-makingProcesses and analyzes large data sets for the purposes of gaining important business insights and identifying trendsConducts detailed financial analysis, including variance analysis, trend analysis, and financial modeling, to support management decision-makingPrepares accurate and timely financial reports, including monthly financial statements, budget vs. actuals reports, and ad-hoc analysis as neededCollaborates with cross-functional teams to gather and analyze financial data from various sources, including internal systems and external databasesSupports month-end and year-end close process and performs reconciliations as neededMaintains and updates standard reporting & analysis to support operational decisions.Facilitates project deliverables and testingAdditional Job FunctionsPerforms other duties as assignedComplies 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.QualificationsHigh School Diploma or GED requiredBachelor's Degree in a related field or equivalent years of experience required3-5 years of prior relevant experience requiredKnowledge, Skills, and AbilitiesStrong SQL skills including complex queries, data validation, joins, aggregations, stored procedures, and performance optimization.Experience with dashboarding and visualization tools such as Power BI, Tableau, Dundas, or similar platforms.Strong organizational, problem-solving, verbal and written communication skillsStrong analytical, quantitative, and technical skillsSolid understanding of financial concepts, financial modeling, and core financial statementsProficiency with Microsoft Excel and PowerPointFamiliarity with Python for streamlining routine reporting, and analytical processes.SchoolsFirst FCU is committed to Diverse, Equitable, and Inclusive HiringAt 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.