Strategic Budget & Forecast Analyst

Golden 1 Credit Union; Sacramento (CA); On-site; USD 70,000 - 75,000; Full time

Job summary

Golden 1 Credit Union is seeking a Budget Planning and Analysis Analyst to support the Accounting department in delivering annual budgets, forecasts, and multi-year plans. This exempt role requires strong financial modeling, data analysis, and internal controls, with collaboration across business units.

The analyst will own KPI reporting, prepare monthly variance analyses, and ensure timely, accurate financial data for close deadlines.

Qualifications

• Bachelor’s Degree in Finance, Accounting, Economics, or related field or equivalent combination of education, training, and experience.
• 3+ years of experience in financial analysis, accounting, FP&A, or related roles required.
• Experience within a financial institution preferred.
• Exposure to financial modeling, forecasting, and reporting processes preferred.

Responsibilities

• Deliver components of the annual budget, forecasts, and multi-year financial plans, ensuring alignment between financial data, assumptions, and organizational priorities.
• Build and own financial models and planning tools that drive forecasting accuracy, scenario analysis, and actionable financial reporting outcomes.
• Take ownership of the integrity of financial data within the financial planning system, partnering with the Lead Senior Analyst to deliver accuracy and completeness of forecasts on committed timelines.
• Prepare and analyze monthly financial reports and variance analysis, identifying key drivers and insights that advance management understanding of financial performance.
• Execute deliverables within the monthly and quarterly forecasting processes, including data collection, validation, and analysis of financial results versus plan, ensuring results are timely, accurate, and decision useful.

Skills

Financial analysis

FP&A

Forecasting

Education

Bachelor’s Degree in Finance, Accounting, Economics, or related field

Job description

Golden 1 Credit Union is seeking a Budget Planning and Analysis Analyst to support the Accounting department in delivering annual budgets, forecasts, and multi-year plans. This exempt role requires strong financial modeling, data analysis, and internal controls, with collaboration across business units.

The analyst will own KPI reporting, prepare monthly variance analyses, and ensure timely, accurate financial data for close deadlines.