Senior FP&A Analyst — Forecasting & Insights (Hybrid)

Pacific Service CU; California (MO); On-site; USD 102,700 - 134,820; Full time

Benefits offered by this job

Health insurance

401(k) with employer match

Bonus program

Tuition reimbursement

Student loan repayment assistance

Paid holidays

Job summary

Pacific Service Credit Union is seeking a Senior Financial Analyst in Concord, CA to lead monthly financial reporting, forecasting, and budgeting processes. You will build and refine complex financial models, analyze variances, and provide data-driven insights to inform leadership decisions.

The role requires strong Excel skills, proficiency in financial concepts, and collaboration with cross-functional teams to drive performance and strategic initiatives.

Qualifications

• Bachelor’s degree in Finance, Economics, or related field.
• Minimum 5 years in FP&A or finance.
• Advanced Excel skills and strong communication.

Responsibilities

• Prepare monthly financial reports and analyze results.
• Lead forecast process with departments to update forecasts.
• Develop and maintain complex financial models for planning.

Skills

Financial analysis

Forecasting

Variance analysis

Excel

SQL

Team collaboration

Education

Bachelor’s degree in Finance or Economics

Tools

Excel

SQL

Power Query

Job description

Pacific Service Credit Union is seeking a Senior Financial Analyst in Concord, CA to lead monthly financial reporting, forecasting, and budgeting processes. You will build and refine complex financial models, analyze variances, and provide data-driven insights to inform leadership decisions.

The role requires strong Excel skills, proficiency in financial concepts, and collaboration with cross-functional teams to drive performance and strategic initiatives.