Senior Financial Analyst

Valleystrong; Bakersfield (CA); On-site; USD 97,700 - 140,700; Full time

Job summary

Valleystrong in Bakersfield, CA is seeking a Senior Financial Analyst to partner with business leaders in financial planning, forecasting, reporting, and BI solutions. The role blends FP&A expertise with data extraction, analytics, and visualization to turn complex financial and operational data into actionable insights.

You will lead budgeting, forecasting, long-range planning, build models and dashboards, perform variance and profitability analysis, and support management with timely,

Qualifications

• Bachelor’s Degree in business or analytical field preferred.
• Minimum 5 years of professional experience in finance, accounting, or analytical roles.
• Ability to read and comprehend instructions, short correspondence, and memos; ability to write simple correspondence; ability to present information.

Responsibilities

• Lead budgeting, forecasting, and long-range planning; develop and maintain financial assumptions and performance targets.
• Extract, transform, and analyze data from multiple systems using BI tools for financial reporting and decision-making.
• Develop and maintain financial models, dashboards, and automated reporting to improve visibility into performance.
• Perform variance and profitability analysis; identify drivers, risks, and opportunities; provide actionable recommendations.
• Build forecasting, planning, and scenario models to evaluate initiatives and performance.
• Collaborate cross-functionally to understand operational drivers and support business cases with data-driven insights.
• Prepare executive-level reporting and presentations communicating results and recommendations.
• Drive automation, standardization, and continuous improvement of reporting and analytics processes.
• Support ad hoc analyses and strategic projects with timely financial analysis.

Skills

Advanced Excel

Financial modeling

Power BI

Tableau

Snowflake

Power Query

Prologue

Axiom

Analytical skills

Communication skills

Education

Bachelor's degree

Tools

None

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Senior Financial Analyst

Bakersfield, CA, US

Salary Range: $97,700.00 To $140,700.00 Annually

Position Summary

The Senior Financial Analyst partners with business leaders to deliver financial planning, forecasting, reporting, and business intelligence solutions that support strategic decision‑making. This role combines advanced FP&A expertise with strong data extraction, analytics, and visualization capabilities to transform complex financial and operational data into actionable insights. The position plays a key role in budgeting, forecasting, profitability analysis, dashboard development, and process improvement initiatives across the organization.

Responsibilities

• Lead budgeting, forecasting, and long‑range planning processes; partner with department leaders to develop and maintain financial assumptions and performance targets.
• Extract, transform, and analyze data from multiple systems and databases using business intelligence and analytics tools to support financial reporting and decision‑making.
• Develop and maintain financial models, dashboards, and automated reporting solutions that improve visibility into business performance and key performance indicators.
• Perform variance analysis, profitability analysis, and trend analysis; identify key business drivers, risks, and opportunities, and provide actionable recommendations to management.
• Build and enhance forecasting, planning, and scenario models to evaluate strategic initiatives and business performance.
• Collaborate cross‑functionally to understand operational drivers, support business cases, and provide data‑driven insights that improve financial and operational performance.
• Prepare executive‑level reporting, presentations, and financial packages that clearly communicate financial results and strategic recommendations.
• Drive automation, standardization, and continuous improvement of financial reporting and analytical processes.
• Support ad hoc analyses, strategic projects, and management requests with accurate, timely, and insightful financial analysis.
• Experience in the banking or credit union industries highly preferred.
• 5‑8+ years of experience in FP&A, financial analysis, business intelligence, or related finance functions.
• Advanced Excel and financial modeling skills.
• Experience with Power BI, Tableau, Snowflake and Power Query. Proficient with Prologue and Axiom.
• Strong analytical, problem‑solving, and communication skills with the ability to translate complex data into actionable business insights.
• Experience with budgeting, forecasting, financial reporting, and enterprise planning systems preferred.
• Performs other duties as assigned.

Qualifications

• Education: Minimum 4‑Year / Bachelor’s Degree (academic focus in business‑ or analytical‑related field preferred).
• Experience: Minimum 5 years of professional experience in finance, accounting, or analytical roles.
• Language Skills: Ability to read and comprehend instructions, short correspondence, and memos; ability to write simple correspondence; ability to effectively present information in one‑on‑one and small group situations.
• Mathematical Skills: Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals; ability to compute dividends and interest.
• Reasoning Ability: Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists; ability to interpret a variety of instructions furnished in written or oral form.
• Physical Demands: The employee may occasionally need to lift and/or move up to 10 pounds and stand for long periods of time.
• Other Skills and Abilities: Must be able to process transactions efficiently and communicate policies and procedures to members in an easily understood and professional manner; must comply with all Bank Secrecy Act (BSA) and other Anti‑Money Laundering (AML) laws and regulations.