Accounting - Budget Planning and Analysis Analyst

Job Title

Budget Planning and Analysis Analyst

Exempt

Manager - Budget Planning and Analysis

Accounting

12079

$70,400.00 - $75,000.00 Annually

Golden 1 Credit Union is among the top credit unions in the country. As a member-owned, not-for-profit cooperative, Golden 1 is guided by the credit union philosophy of “people helping people.” We are committed to empowering our members and uplifting our communities as we create a more equitable and financially inclusive California. We welcome all who embrace our Core Values.

You are a detail-oriented and analytical finance professional with a strong foundation in financial analysis and accounting. You are skilled in financial modeling, reporting, and data analysis, with the ability to support decision-making through accurate and insightful analysis. You thrive in a structured environment that requires strong attention to detail and internal controls, while also demonstrating flexibility and adaptability to support ad hoc analysis and evolving business needs.

• Deliver key components of the annual budget, forecasts, and multi-year financial plans, ensuring alignment between financial data, assumptions, and organizational priorities.
• Build and own financial models and planning tools that drive forecasting accuracy, scenario analysis, and actionable financial reporting outcomes.
• Take ownership of the integrity of financial data within the financial planning system, partnering with the Lead Senior Analyst to deliver accuracy and completeness of forecasts on committed timelines.
• Prepare and analyze monthly financial reports and variance analysis, identifying key drivers and insights that advance management understanding of financial performance.
• Execute deliverables within the monthly and quarterly forecasting processes, including data collection, validation, and analysis of financial results versus plan, ensuring results are timely, accurate, and decision useful.
• Own the Deferred Fee and Cost Income (FAS
  91) analysis and reporting, ensuring accuracy and compliance with accounting standards and proactively resolving issues to meet close deadlines.
• Partner with business units to gather financial data, interpret operational drivers, and deliver analysis that drives performance evaluation and decision-making.
• Drive the development of KPI reporting, dashboards, and management reporting packages that enhance visibility into financial results and trends and inform business action.
• Research financial data, economic trends, and industry information into recommendations that strengthen forecasting assumptions and analysis.
• Serve as an advanced user of financial planning systems and reporting tools used for budgeting, forecasting, and analysis, identifying opportunities to maximize their value.
• Own accuracy, completeness, and timeliness of financial data deliverables, applying strong attention to detail and adherence to internal controls.
• Proactively identify and implement improvements to financial processes, reporting efficiency, and data quality, delivering measurable gains in turnaround time, accuracy and insight.
• Deliver audit documentation and financial analysis required for internal and external reporting, owning quality and timeliness of submissions.
• Apply a working knowledge of general ledger accounts, financial statements, and key financial drivers to produce well-reasoned analysis and reporting.
• Collaborate with cross-functional teams to advance financial planning activities and deliver on strategic initiatives.
• Execute on department projects, ad hoc analyses, and special assignments with a results-oriented mindset.
• Apply critical thinking and sound judgment to balance recurring, control-focused…