Senior Financial Analyst

Insight Global (United States); Fairfield (CA); On-site; USD 97,000 - 120,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

401k with employer matching

Paid time off

Job summary

Insight Global is seeking a Senior Financial Analyst for a top financial-services and credit-union client. This role strengthens FP&A, forecasting, reporting, and business intelligence, partnering with leaders to analyze data and build scalable models and dashboards.

The ideal candidate combines traditional FP&A with hands-on data analytics and visualization, and will present insights to executive stakeholders as the organization modernizes financial processes.

Qualifications

• 5–8+ years FP&A or related finance function.
• Banking/credit unions experience preferred.
• Advanced Excel and financial modeling skills.

Responsibilities

• Lead budgeting, forecasting, and long-range planning across the organization.
• Partner with department leaders to develop financial assumptions, forecasts, and targets.
• Build and maintain financial models, dashboards, and automated reporting.
• Extract, transform, and analyze financial data from multiple systems.
• Perform variance, profitability, and trend analyses to identify risks and opportunities.
• Prepare executive-level reports and strategic recommendations.

Skills

FP&A

Advanced Excel

Power BI

Tableau

SQL

Communication

Education

Bachelor's degree

Tools

Axiom

Prologue

Jack Henry Symitar

Strata platform

Job description

Job Description

Day to Day:

Insight Global is seeking a Senior Financial Analyst for a top financial-services and credit-union client. This individual will join an evolving finance organization and play a key role in strengthening its FP&A, forecasting, reporting, and business intelligence capabilities. The Senior Financial Analyst will partner with business leaders to analyze complex financial and operational data, build scalable models and dashboards, automate reporting processes, and provide actionable recommendations that support strategic decision-making. The ideal candidate combines strong traditional FP&A expertise with hands‑on data analytics and visualization experience and is comfortable presenting insights to executive stakeholders. This is an exciting opportunity to help modernize financial processes and build capabilities within a complex, forward‑thinking organization.

• Lead budgeting, forecasting, and long-range planning activities across the organization
• Partner with department leaders to develop financial assumptions, forecasts, and performance targets
• Build and maintain financial models, forecasting tools, scenario analyses, dashboards, and automated reporting solutions
• Extract, transform, and analyze financial and operational data from multiple systems
• Perform variance, profitability, and trend analyses to identify risks, opportunities, and key performance drivers
• Develop business intelligence solutions that improve visibility into financial performance and KPIs
• Prepare executive-level reports, presentations, financial packages, and strategic recommendations
• Support business cases, strategic initiatives, ad hoc analyses, and management requests
• Help create and automate new finance processes as the department continues to scale
• Revamp existing reporting and forecasting processes, with significant transformation work expected during the first 6 to 12 months
• Improve the standardization, accuracy, timeliness, and scalability of financial reporting
• Collaborate across finance and operational teams to improve business performance and decision-making

Skills and Requirements

• 5 to 8 or more years of experience in FP&A, financial analysis, business intelligence, accounting, or a related finance functiono 3 years of experience within banking, credit unions, or a closely related financial-services environmento Strong traditional FP&A experience, including budgeting, forecasting, long-range planning, variance analysis, profitability analysis, and financial reportingo Advanced Excel and financial modeling skills
• Experience extracting, manipulating, and analyzing large financial and operational data sets from multiple systems o Hands‑on business intelligence and data‑visualization experience using Power BI and/or Tableauo Ability to develop dashboards, automated reports, forecasting models, scenario models, and executive‑level financial packages
• Strong communication, presentation, analytical, and problem‑solving skills and ability to present to executive level leadership
• Bachelor’s degree, preferably in business, finance, accounting, analytics, or a related field
• Experience with Axiom, including Axiom tools within the Strata platform
• Experience with Prologue general‑ledger tools
• Familiarity with Jack Henry Symitar core banking systems
• SQL knowledge

Compensation:$97-120K annuallyExact compensation may vary based on several factors, including skills, experience, and education.Benefit packages for this role will start on the 31st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal employment opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment without regard to race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or the recruiting process, please send a request to [e-mail].