Hybrid Financial Analyst II — SQL & Data Analytics

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

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.