Financial Data Analyst: BI Insights & Modeling

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

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.