Senior FP&A & Budget Planning Analyst

Golden 1 Credit Union

Sacramento (CA)

Hybrid

USD 94,000 - 107,000

Full time

7 days ago

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Job summary

Golden 1 Credit Union is seeking a Budget Planning and Analysis Sr Analyst to join our Accounting team. Hybrid role based in Sacramento, CA, focusing on modeling, forecasting, and multi-year financial planning.

You’ll lead complex variance analyses, support CECL/ACL processes, and partner with leaders to inform strategic decisions with rigorous financial insights. The role requires a bachelor’s in finance/accounting/business, 5+ years in FP&A or related areas, and experience in financial

Qualifications

Bachelor’s degree in Finance, Accounting, or related field required.
Master’s degree preferred.
5+ years of budgeting, FP&A, accounting or related roles required.
Financial institution experience preferred.
Experience with financial modeling, forecasting, and reporting processes required.

Responsibilities

Develop, maintain, and enhance financial models to support budgeting, forecasting, scenario planning, and long-term financial projections.
Support the development of the annual budget, periodic forecasts, and multi-year financial plans.
Develop and maintain an integrated budgeting and reforecasting process with monthly variance reviews.
Lead monthly and quarterly financial variance analysis and challenge assumptions to identify drivers.
Lead the quarterly peer reporting process, including benchmarking with peer credit unions.
Support the quarterly ACL process under CECL and validate assumptions with leadership.
Analyze income, expenses, loans, deposits, and balance sheet activity to assess performance.
Collaborate on monthly board reporting packages and executive performance insights.
Ensure GAAP compliance in reporting and strengthen forecasting accuracy.