Senior Financial Analyst - CA Residents

Position Summary

Department: Finance

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, 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 in business, analytics, or a related field (preferred).
• Experience: Minimum 5 years in FP&A or related finance functions; 3+ years professional experience in finance, accounting, or analytics.
• Technical
  
  Skills:
  
  Advanced Excel, financial modeling, Power BI, Tableau, Snowflake, Power Query, Prologue, Axiom.
• Analytical & Communication
  
  Skills:
  
  Strong analytical, problem‑solving, and communication skills with the ability to translate complex data into actionable business insights.
• Other Requirements: Ability to read, write, and present information to members and team members; ability to compute basic math and solve practical problems under limited standardization.

The Team Member occasionally must lift and/or move up to 10 pounds. Ability to stand for long periods of time. Reasonable accommodations may be made for individuals with disabilities.

• Must be able to process transactions efficiently.
• Must be able to communicate policies and procedures to members in an easily understood and professional manner.
• Must comply with all BSA and AML laws and regulations.