Treasury Analytics Analyst (SQL & Dashboards)

Schoolsfirst-Federal-Credit-Union; Tustin (CA); Presencial; USD 88.000 - 132.000; Jornada completa

Descripción de la vacante

SchoolsFirst FCU in California is seeking a Financial Analyst II, SQL, to support liquidity management, reporting, and data analytics. You will develop dashboards, maintain SQL queries, and provide insights to Treasury leadership.

The role requires strong SQL, BI tool experience (Power BI/Tableau/Dundas), financial modeling, and collaboration with cross-functional teams to drive data-driven decisions.

Formación

• Bachelor's degree in a related field or equivalent years of experience required.
• 3-5 years of prior relevant experience required.
• Strong SQL skills including complex queries, data validation, joins, aggregations, stored procedures, and performance optimization.
• Experience with dashboarding and visualization tools such as Power BI, Tableau, Dundas, or similar platforms.

Responsabilidades

• Performs financial, treasury, and data analytics to support liquidity management, share/deposit reporting, cash forecasting, funding cost analysis, investment reporting, and balance sheet decision-making.
• Develops reporting solutions, dashboards, and analytical tools that provide actionable insights to Treasury leadership and business stakeholders.
• Writes and maintains SQL queries, views, and data processes to support reporting and analytical needs.
• Designs, develops, and maintains interactive dashboards to deliver actionable insights and support data-driven decision-making.
• Processes and analyzes large data sets for the purposes of gaining important business insights and identifying trends.
• Conducts detailed financial analysis, including variance analysis, trend analysis, and financial modeling, to support management decision-making.
• Prepares accurate and timely financial reports, including monthly financial statements, budget vs. actuals reports, and ad-hoc analysis as needed.
• Collaborates with cross-functional teams to gather and analyze financial data from various sources, including internal systems and external databases.
• Supports month-end and year-end close process and performs reconciliations as needed.
• Maintains and updates standard reporting & analysis to support operational decisions.
• Facilitates project deliverables and testing.

Conocimientos

SQL

Dashboarding

Power BI

Tableau

Dundas

Python basics

Educación

Bachelor's degree or equivalent

Herramientas

Power BI

Tableau

Dundas

Descripción del empleo

SchoolsFirst FCU in California is seeking a Financial Analyst II, SQL, to support liquidity management, reporting, and data analytics. You will develop dashboards, maintain SQL queries, and provide insights to Treasury leadership.

The role requires strong SQL, BI tool experience (Power BI/Tableau/Dundas), financial modeling, and collaboration with cross-functional teams to drive data-driven decisions.