Senior Financial Analyst

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Bakersfield, CA, US

Salary Range: $97,700.00 To $ Annually

The Senior Financial Analyst partners with business leaders to deliver financial planning, forecasting, reporting, and business intelligence solutions that support strategic decision‑making. This role combines advanced FP&A expertise with strong data extraction, analytics, and visualization capabilities to transform complex financial and operational data into actionable insights. The position plays a key role in budgeting, forecasting, profitability analysis, dashboard development, and process improvement initiatives across the organization.

• Lead budgeting, forecasting, and long‑range planning processes; partner with department leaders to develop and maintain financial assumptions and performance targets.
• Extract, transform, and analyze data from multiple systems and databases using business intelligence and analytics tools to support financial reporting and decision‑making.
• Develop and maintain financial models, dashboards, and automated reporting solutions that improve visibility into business performance and key performance indicators.
• Perform variance analysis, profitability analysis, and trend analysis; identify key business drivers, risks, and opportunities, and provide actionable recommendations to management.
• Build and enhance forecasting, planning, and scenario models to evaluate strategic initiatives and business performance.
• Collaborate cross‑functionally to understand operational drivers, support business cases, and provide data‑driven insights that improve financial and operational performance.
• Prepare executive‑level reporting, presentations, and financial packages that clearly communicate financial results and strategic recommendations.
• Drive automation, standardization, and continuous improvement of financial reporting and analytical processes.
• Support ad hoc analyses, strategic projects, and management requests with accurate, timely, and insightful financial analysis.
• Experience in the banking or credit union industries highly preferred.
• 5‑8+ years of experience in FP&A, financial analysis, business intelligence, or related finance functions.
• Advanced Excel and financial modeling skills.
• Experience with Power BI, Tableau, Snowflake and Power Query. Proficient with Prologue and Axiom.
• Strong analytical, problem‑solving, and communication skills with the ability to translate complex data into actionable business insights.
• Experience with budgeting, forecasting, financial reporting, and enterprise planning systems preferred.
• Performs other duties as assigned.

• Education:
  
  Minimum 4‑Year / Bachelor’s Degree (academic focus in business‑ or analytical‑related field preferred).
• Experience:
  
  Minimum 5 years of professional experience in finance, accounting, or analytical roles.
• Language
  
  Skills:
  
  Ability to read and comprehend instructions, short correspondence, and memos; ability to write simple correspondence; ability to effectively present information in one‑on‑one and small group situations.
• Mathematical
  
  Skills:
  
  Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals; ability to compute dividends and interest.
• Reasoning Ability:
  Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists; ability to interpret a variety of instructions furnished in written or oral form.
• Physical Demands:
  The employee may occasionally need to lift and/or move up to 10 pounds and stand for long periods of time.
• Other
  
  Skills and Abilities:
  
  Must be able to process transactions efficiently and communicate policies and procedures to members in an easily understood and professional manner; must comply with all Bank Secrecy Act (BSA) and other Anti‑Money Laundering (AML) laws and regulations.