Senior FP&A Analyst — Strategic Forecasting & Insights

Patelco Credit Union; Dublin (CA); On-site; USD 105,004 - 131,259; Full time

Benefits offered by this job

Exceptional medical, dental, vision, and life insurance benefits

401(k) with employer match

Tuition reimbursement

Job summary

Patelco Credit Union is seeking a Senior Financial Analyst at their Dublin, California headquarters. This key role supports executive decision-making by providing vital data and financial analysis.

The candidate will develop financial models, conduct sensitivity analysis, and ensure report accuracy, alongside mentoring junior team members. A strong financial background with SQL proficiency and advanced Excel skills is essential.

This position also offers competitive compensation and comprehensive benefits, promoting both physical and emotional health.

Qualifications

• 5+ years of experience in FP&A or finance within the financial services industry.
• In-depth knowledge of the budgeting and forecasting process with deposit or lending products.
• Ability to navigate and communicate statistical results.

Responsibilities

• Elevate the FP&A team by providing advanced analytics and dashboards.
• Develop and enhance complex financial models for forecasting.
• Analyze internal and external drivers of credit union performance.

Skills

SQL proficiency

Financial modeling

Excel

PowerPoint

Analytical thinking

Education

Bachelor’s degree in accounting or finance

MBA or other graduate degree

Tools

Empyrean

Prologue

SQL databases

Job description

Patelco Credit Union is seeking a Senior Financial Analyst at their Dublin, California headquarters. This key role supports executive decision-making by providing vital data and financial analysis.

The candidate will develop financial models, conduct sensitivity analysis, and ensure report accuracy, alongside mentoring junior team members. A strong financial background with SQL proficiency and advanced Excel skills is essential.

This position also offers competitive compensation and comprehensive benefits, promoting both physical and emotional health.