Strategic FP&A Analyst — Forecasting & Insights

Talentify; Dublin (CA); On-site; USD 105,000 - 131,000; Full time

Benefits offered by this job

Onsite fitness center

Excellent medical benefits

Job summary

Patelco Credit Union is seeking a Senior Financial Analyst to drive profitability insights, build advanced financial models, and support strategic decision-making across the organization.

The role collaborates with lines of business to forecast, analyze macro drivers, and deliver high-quality, data-driven business commentary for executives.

Position is in-office at our Dublin, California Headquarters.

Qualifications

• Bachelor’s degree in finance or accounting, MBA desirable.

Responsibilities

• Develop, maintain, and enhance complex financial models for forecast and planning.
• Utilize macro-economic forecasts for sensitivity analysis of portfolio drivers.
• Coordinate monthly forecast and challenge assumptions with lines of business.
• Ensure GAAP-compliant reporting and accurate financial data.

Skills

Financial analysis

Financial modeling

SQL

Snowflake

Data visualization

Education

Bachelor's in finance or accounting

MBA desirable

Tools

SQL databases

Python

Empyrean

Prologue

Excel

PowerPoint

Job description

Patelco Credit Union is seeking a Senior Financial Analyst to drive profitability insights, build advanced financial models, and support strategic decision-making across the organization.

The role collaborates with lines of business to forecast, analyze macro drivers, and deliver high-quality, data-driven business commentary for executives.

Position is in-office at our Dublin, California Headquarters.