Senior Financial Analyst

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Regular Full-Time Concord, CA, US

Salary Range: $ To $ Annually

We put people first. That includes our members, our employees and the communities we serve. We hire energetic and enthusiastic people who want to work as part of our team.

Health insurance coverage:
We provide our employees with 100% premium employer-paid medical, dental, vision, disability and basic life insurance for full‑time employees and a low monthly premium for eligible dependents.

1k:
We contribute 3% of your base salary to your 401k account regardless of whether you contribute or not. In addition, we match 75% of your contributions up to the first 3% of eligible compensation beginning after your first day of employment and up to 6% after three years of service.

Bonus program:
All employees are rewarded for attaining our annual organizational goals.

Tuition Reimbursement program for employees eligible after six months of service.

Recognition program where employees can be nominated by management, their peers or by members.

Employee referral bonus.

Student Loan Repayment Assistance:
Contributions toward your student loans every month by the credit union after six months of service.

Employees are eligible to receive a consumer loan rate discount.

Vacation and sick time:
Full‑time employees receive more than two weeks’ vacation per year, 11 paid holidays and 10 days of sick leave.

We believe it’s important for you to know where you stand in our hiring process. Below is an outline of the steps we take to make the best hires possible.

Apply:
Submit your resume for one of our job openings. Our Talent Team and our partner – Total Quality Consulting (TQC Team) will review your submitted information and will call or email successful applicants for an interview as soon as possible.

In-Person Interview:
After a screening call with TQC, we’ll invite a final number of candidates to our office for an in-person interview or set up a live Zoom meeting with the hiring manager(s).

If we believe that you have what it takes, we'll make an offer and provide next steps in the hiring process!

At Pacific Service Credit Union, we are committed to strategic growth through trust, innovation, and operational excellence. By empowering our internal teams with the tools and support they need to succeed, we strengthen organizational efficiency, ensure compliance, and advance our mission of enhancing member financial well‑being.

The Senior Financial Analyst is responsible for preparing and delivering financial reporting, performing variance analyses, and producing complex financial models to support business planning and decision‑making. This role leads and supports forecasting and budgeting processes, researches financial trends and performance drivers, develops and maintains analytical tools, and translates complex financial information into actionable insights to inform organizational priorities. The Senior Financial Analyst exercises independent judgment and discretion in evaluating financial data, identifying trends and key performance drivers, and assessing the financial impact of business initiatives.

Working closely with leadership, this role provides expert financial analysis and recommends data‑driven insights to support organizational performance.

This role requires an organized and dependable individual with strong communication skills and the ability to complete tasks accurately and on time. The position supports the team and organization by assisting with day‑to‑day activities, completing assigned projects, and contributing to efforts that advance organizational goals and uphold core values, while enhancing member/service outcomes.

• Prepare monthly financial reports and exercise independent judgment to analyze financial results, identify trends, and communicate meaningful insights. Automate and optimize the processes involved in the preparation of financial reports.
• Lead key components of…