Financial Analyst II, SQL

About the role

The Financial Analyst II position at SchoolsFirst FCU is a key member of the finance team responsible for performing financial research, creating reports, and supporting various finance, accounting, and treasury functions. This role requires a minimum 6-month onsite commitment, followed by a hybrid arrangement at our Tustin Campus.

Responsibilities

• Performs financial research and creates reports related to forecasts, profitability, investments, liquidity, cash flows, ratios, pricing, income statement and balance sheet data.
• Maintains and updates standard reporting & analysis to support operational decisions.
• Monitors and analyzes financial and statistical data and makes recommendations relevant to operational and strategic decisions.
• Supports other Finance, Accounting and Treasury functions as assigned.
• Create reporting and analytics using other business tools and platforms as needed (e.g. SQL, Tableau, Dundas).
• 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.
• Facilitates project deliverables and testing.
• Performs other duties as assigned.

Qualifications

• A high school diploma or GED is required.
• A bachelor's degree in a related field or equivalent years of experience is required.
• At least 3-5 years of prior relevant experience is required.
• Strong organizational, problem-solving, verbal and written communication skills.
• Strong analytical, quantitative, and technical skills.
• A solid understanding of financial concepts, financial modeling, and core financial statements.
• Proficiency with Microsoft Excel and PowerPoint.
• Solid data mining skills and familiarity with tools like SQL.

Skills

• Strong organizational, problem-solving, verbal and written communication skills.
• Strong analytical, quantitative, and technical skills.
• A solid understanding of financial concepts, financial modeling, and core financial statements.
• Proficiency with Microsoft Excel and PowerPoint.
• Solid data mining skills and familiarity with tools like SQL.

Benefits

Our pay range is $88,221.00 - $132,331.00. This position requires a minimum 6-month onsite commitment, followed by a hybrid arrangement at our Tustin Campus.

Pay

The typical new hire salary offers fall within the minimum to midpoint of a pay range for many candidates. Any offer extended to a candidate will be based upon their unique set of knowledge, skills, education, and experience as well as internal equity.

Schedule

This position requires a minimum 6-month onsite commitment, followed by a hybrid arrangement at our Tustin Campus.