Financial Analyst

The Financial Analyst is responsible for supporting a broad range of key functions within the Treasury department. This includes budgeting/forecasting, financial statement analysis, profitability, liquidity, asset-liability management (ALM), modeling, and reporting. The Financial Analyst is a key enabler in driving business growth.

• Support the development of the strategic plan, annual budget, and ongoing forecasts.
• Utilize and maintain the Workday Adaptive Planning system, including the development of models, reports, and dashboards within the system and using Adaptive Office Connect for ad‑hoc analysis.
• Collaborate with business unit leaders across the organization to understand the key drivers behind financial performance and develop tools and resources to drive insights and facilitate data‑driven decision making.
• Support liquidity processes including development of a cash flow model.
• Assist with profitability reporting and analysis which includes managing the processes related to cost allocation and funds transfer pricing (FTP).
• Support and manage the Board financial package as well as the Asset Liability Committee (ALCO) reporting package and other management reporting.
• Conduct ad‑hoc modeling, analysis, and special projects as requested.
• Identify and drive continual process improvements.

• Bachelor’s degree in Finance, Accounting, Economics, or related field.
• Strong analytical, problem‑solving, and critical thinking skills.
• Strong written and verbal communication skills, with the ability to present financial insights clearly to business partners and leadership.
• 3+ years of experience in Treasury or FP&A within a bank or credit union, or 3+ years in public accounting with experience in the banking industry.
• Experience with enterprise performance management (EPM) software and Asset‑Liability Management (ALM) software highly preferred, including tools such as Workday Adaptive Planning.
• Highly proficient with Microsoft Excel required.
• Experience with data automation, reporting, and analytics tools such as Power Query, Power BI, SQL and Snowflake strongly preferred; data extraction, transformation, and visualization skills are highly preferred.
• Excellent time/project management skills. Demonstrates a strong work ethic, accountability, and attention to detail.

This compensation range takes into account the wide range of factors that are considered in making compensation decisions including, but not limited to, skill sets, experience, and training; licensure and certifications; and other business and organizational needs. At SFFCU, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case.

A reasonable estimate of the current range for the San Francisco Market is an annual salary of $86,000 to $129,000.

Note: This job description is non‑contractual and is not intended to be an exhaustive list of duties. Responsibilities may be added to or modified from time to time.