Financial Analyst II, SQL

SchoolsFirst Federal Credit Union; United States; Hybrid; USD 88,000 - 132,000; Full time

Job summary

SchoolsFirst FCU is seeking a Financial Analyst II, SQL to join our finance team. The role offers a 40-hour workweek with a base pay range and a transition to hybrid work after an initial onsite period at our Tustin Campus.

Responsibilities include financial research, forecasting, profitability analysis, and creating dashboards using SQL, Tableau, and other tools. Strong Excel, PowerPoint, and data-mining skills are essential.

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.

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.
• 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.

Skills

SQL

Excel

PowerPoint

Data mining

Education

Bachelor's Degree in related field

Tools

Tableau

Dundas

Job description

Financial Analyst II, SQL

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

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.

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

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.

We're passionate about living our mission of providing Members with World-Class Personal Service and financial security. There's a reason we love coming to work every day. We have the privilege of serving those who build the future: school employees, and the families who make their work possible. Our success is built on our relationships with each other, our Members and the community. We value teamwork and face-to-face interactions and believe we're at our best when we're collaborating in-person. We also know the flexibility to work remotely benefits the wellbeing of our team.

View the work location information below on the job listing that interests you. 100% on-site, 0% remote. Including those serving Members in-person at our branches. Three days a week in the office and up to two days remote. Hybrid teams coordinate on-site days to collaborate in-person. Up to 100% remote. Select individual contributor roles may be given the option to work fully remote.