Financial Analyst II — SQL & Dashboards

SchoolsFirst FCU; Tustin (CA); Hybrid; USD 88,221 - 132,331; Full time

Job summary

SchoolsFirst FCU in California seeks a Financial Analyst II, SQL, to perform financial research, build dashboards, and deliver data-driven insights to support strategic decisions.

You’ll work with cross-functional teams, develop reports using SQL/Tableau, and assist with month-end processes and variance analysis.

Hybrid work on the Tustin Campus with a focus on data mining, financial modeling, and clear communication of findings.

Qualifications

• Bachelor's degree in a related field or equivalent experience.
• 3-5 years of relevant experience in finance or analytics.
• Strong analytical, quantitative, and technical skills.
• Proficiency with Microsoft Excel and PowerPoint.

Responsibilities

• Performs financial research and creates reports related to forecasts, profitability, investments, liquidity, and ratios.
• Monitors and analyzes financial data and makes recommendations for operational decisions.
• Creates reporting and analytics using SQL, Tableau, and Dundas; designs dashboards for actionable insights.
• Supports month-end close and reconciliations; prepares monthly financial statements and variance analyses.
• Collaborates with cross-functional teams to gather and analyze financial data from various sources.

Skills

Analytical ability

Problem solving

Verbal and written communication

Education

Bachelor's degree in related field

Tools

SQL

Tableau

Dundas

Excel

PowerPoint

Job description

SchoolsFirst FCU in California seeks a Financial Analyst II, SQL, to perform financial research, build dashboards, and deliver data-driven insights to support strategic decisions.

You’ll work with cross-functional teams, develop reports using SQL/Tableau, and assist with month-end processes and variance analysis.

Hybrid work on the Tustin Campus with a focus on data mining, financial modeling, and clear communication of findings.