Financial Data Analyst

Foothill Federal Credit Union; Arcadia (CA); Hybrid; USD 74,000 - 80,000; Full time

Benefits offered by this job

100% covered Medical/Dental/Vision for

401(k) plan with match

Paid Holidays

Paid Time-Off

Loan discounts

Hybrid work arrangement

Job summary

Foothill Credit Union, based in Arcadia, CA, is seeking a Financial Data Analyst to transform financial data into actionable insights that inform decision-making across Finance, Lending, Marketing, Operations, and Digital Banking.

You will leverage Excel, Power BI, SQL, and emerging AI tools to build automated reports and dashboards, support budgeting, forecasting, and profitability analyses, and drive efficiency while delivering member-focused outcomes.

Qualifications

• Experience with financial analysis and budgeting processes.
• Ability to develop and maintain BI dashboards and reports.
• Strong SQL data retrieval and validation skills.

Responsibilities

• Prepare monthly variance analyses comparing actual results to budget and prior periods.
• Develop Power BI dashboards and automate reports.
• Assist with annual budgets, forecasts, and liquidity reporting.
• Analyze financial trends and identify anomalies.
• Support KPI monitoring and management reporting.
• Assist with SQL data retrieval and validation.

Skills

Excel

Power BI

SQL

Financial analysis

Data visualization

Business intelligence

Forecasting

Automation

Tools

Power BI Desktop

Power Query

Job description

Full-time

Position: Financial Data Analyst

Pay Range: $35.50 to $38.50 hourly

FLSA Classification: Non-exempt

This is a hybrid position based out of Arcadia, CA.

Join the Team That Puts Community First!

Foothill Credit Union isn’t just a financial institution—we’re a trusted partner proudly rooted in the heart of the San Gabriel Valley. For decades, we’ve been serving educators, healthcare professionals, municipal employees, families, and more than 250 local businesses with one mission: to improve our members' financial health.

Our commitment to excellence speaks for itself:

• Five-Star Rating from Bauer Financial—placing us among the best in the industry.
• #1 in California for 2025 in the overall return of value to members among peer credit unions ($700MM–$1B), according to Callahan & Associates.
• Recognized by the America's Credit Union with Diamond Awards in 2025 and 2026 for marketing excellence.

But we’re more than numbers—we’re a community advocate. Through partnerships, events, sponsorships, and fundraising, we give back to the people and organizations that make the San Gabriel Valley thrive. When you join Foothill, you’re not just building a career—you’re making a difference.

Benefits and Perks:

• 100% covered Medical/Dental/Vision for Team Members
• 401(k) plan with match
• Profit-Sharing Plan
• Paid Holidays
• Paid Time-Off
• Loan discounts
• And more!

About the Role: Join Foothill Credit Union's mission-driven team and help transform data into meaningful financial insights that shape the future of our organization. As a Financial Data Analyst, you'll play a key role in empowering strategic decision-making through financial analysis, business intelligence, profitability reporting, and data-driven storytelling. This is an exciting opportunity for a curious and analytical professional who thrives at the intersection of finance and technology. Leveraging tools such as Excel, Power BI, SQL, and emerging AI solutions, you'll develop innovative reporting and automation capabilities that enhance efficiency, accuracy, and member-focused outcomes. Working collaboratively with teams across Finance, Lending, Marketing, Operations, Digital Banking, and Data & Financial Performance, you'll deliver actionable insights that drive organizational success while building valuable skills and experience for long-term career growth at Foothill.

Essential Duties and Responsibilities: The job duties, responsibilities, and requirements represent the required knowledge, skill, and/or ability but may not be all-inclusive. Additional functions and requirements may be assigned by supervisors as deemed appropriate.

Financial Analysis:

• Prepare monthly variance analyses comparing actual results to budget and prior periods
• Assist with annual budget preparation and quarterly forecasts
• Prepare financial models and ad hoc analyses
• Analyze financial trends and identify anomalies
• Assist in preparing executive and Board reports
• Prepare daily cash and liquidity reports
• Assist with cash flow forecasting
• Prepare investment summaries and investment activity reports
• Assist with loan, deposit, and concentration risk analyses
• Support asset/liability management reporting
• Assist to perform product, branch, and portfolio profitability analyses
• Assist with ROI analyses for marketing campaigns and strategic initiatives
• Monitor key performance indicators (KPIs)
• Prepare business performance reports for management
• Develop and maintain Power BI dashboards
• Create automated reports using Excel, Power Query, and Power BI
• Assist with SQL queries to retrieve and validate data
• Ensure data accuracy and consistency across reports
• Identify trends, exceptions, and business opportunities through data analysis
• Assist in automating recurring reports and