Senior Financial Analyst, FP&A & Strategic Insights

Sacbar; Concord, Northern (CA, KY); Hybrid; USD 95,000 - 130,000; Full time

Benefits offered by this job

Health insurance

401k plan with company match

Bonus program

Tuition reimbursement

Recognition program

Employee referral bonus

Student loan repayment assistance

Loan discount

Paid time off

Job summary

Pacific Service Credit Union is seeking a Senior Financial Analyst in Concord, CA to prepare financial reporting, build models, and support planning and decision making. You will partner with leadership to translate data into actionable insights and drive performance.

The role requires strong analytical skills, advanced Excel capabilities, and collaboration across departments to optimize financial outcomes and member service goals.

Qualifications

• Bachelor’s degree in Finance, Economics, or related field.
• StrongExcel skills and financial modeling experience.
• Excellent written and verbal communication abilities.

Responsibilities

• Prepare monthly financial reports and analyze results.
• Lead forecasting and budgeting processes with cross‑functional teams.
• Develop and maintain complex financial models for decision support.

Skills

Financial analysis

Forecasting

Excel proficiency

Communication

SQL

Education

Bachelor’s degree in Finance or related field

Tools

Excel

SQL

Power Query

ProfitStar

Job description

Pacific Service Credit Union is seeking a Senior Financial Analyst in Concord, CA to prepare financial reporting, build models, and support planning and decision making. You will partner with leadership to translate data into actionable insights and drive performance.

The role requires strong analytical skills, advanced Excel capabilities, and collaboration across departments to optimize financial outcomes and member service goals.