Financial Analyst II

schoolsfirstfcu· SchoolsFirst Federal Credit Union
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📍 Tustin, CAFull time💰 USD 88K–132K
Full timeHybridSchoolsFirst Federal Credit Union

About this role

We’re always looking for diverse, talented, service-oriented people to join our exceptional team.

Financial Analyst II

The pay range for this position is listed below. Our pay ranges are built to allow for candidates with various levels of skill and experience to be considered, as well as for room for growth and tenure achieved in a role over time. Typical new hire salary offers fall within the minimum to midpoint of a pay range for many candidates. Any offer extended to a candidate will be based upon their unique set of knowledge, skills, education, and experience as well as internal equity.

Pay Range:

$88,221.00 - $132,331.00

Scheduled Weekly Hours:

40

This position requires a minimum 6-month onsite commitment, followed by a hybrid arrangement at our Tustin Campus.

What You’ll Be Doing
Performs financial research and creates reports related to forecasts, profitability, investments, liquidity, cash flows, ratios, pricing, income statement and balance sheet data. Monitors and analyzes financial and statistical data and makes recommendations relevant to operational and strategic decisions. Supports other Finance, Accounting and Treasury functions as assigned.
  • Designs, develops, and maintains interactive dashboards to deliver actionable insights and support data-driven decision-making
  • Processes and analyzes large data sets for the purposes of gaining important business insights and identifying trends
  • Conducts detailed financial analysis, including variance analysis, trend analysis, and financial modeling, to support management decision-making
  • Prepares accurate and timely financial reports, including monthly financial statements, budget vs. actuals reports, and ad-hoc analysis as needed
  • Collaborates with cross-functional teams to gather and analyze financial data from various sources, including internal systems and external databases
  • Supports month-end and year-end close process and performs reconciliations as needed
  • Maintains and updates standard reporting & analysis to support operational decisions.
  • Facilitates project deliverables and testing

Additional Job Functions

 
  • Performs other duties as assigned
  • Complies with regulatory compliance and assigned training requirements including but not limited to BSA regulations corresponding to their specific job duties. Failure to do so may result in disciplinary and other employment related actions
  • Create reporting and analytics using other business tools and platforms as needed (e.g. SQL, SSRS, Dundas).

    Qualifications

    • High School Diploma or GED required
    • Bachelor's Degree in a related field or equivalent years of experience required
    • 3-5 years of prior relevant experience required
      Knowledge, Skills, and Abilities
      • Strong organizational, problem-solving, verbal and written communication skills
      • Strong analytical, quantitative, and technical skills
      • Solid understanding of financial concepts, financial modeling, and core financial statements
      • Proficiency with Microsoft Excel and PowerPoint
      • Solid data mining skills and familiarity with tools like SQL

        SchoolsFirst FCU is committed to Diverse, Equitable, and Inclusive Hiring

        At SchoolsFirst FCU we are dedicated to building and growing a diverse, inclusive, and authentic Dream Team, so if you’re excited about a position or wanting to make a career change but your past experience doesn’t align perfectly with every qualification in the job description, we encourage you to apply anyway. Many skills are transferrable and you may be just the right candidate for the position, or for other roles we are working on.

        SchoolsFirst Federal Credit Union is committed to fostering, cultivating, and preserving a culture of diversity and inclusion. SchoolsFirst FCU is an equal opportunity employer and prohibits discrimination against qualified individuals based on their status as protected veterans or individuals with disabilities and prohibits discrimination against all individuals based on their race, color, religion, sex, national origin, age, sexual orientation, gender identity or expression, political affiliation, or genetic information.

        This organization participates in E-Verify.

        Frequently Asked Questions

        What is the salary for the Financial Analyst II role at schoolsfirstfcu?
        The listed salary for this Financial Analyst II position at schoolsfirstfcu is USD 88K–132K. This is an Full time role.
        Where is the Financial Analyst II position at schoolsfirstfcu located?
        This Financial Analyst II role at schoolsfirstfcu is based in Tustin, CA. The position is listed as on-site or hybrid. Check the full job description or apply directly to confirm the work arrangement.
        Is the Financial Analyst II role at schoolsfirstfcu full-time or part-time?
        This is listed as a Full time position. It is posted as a Financial Analyst II role in the SchoolsFirst Federal Credit Union department at schoolsfirstfcu.
        Which team or department does the Financial Analyst II at schoolsfirstfcu belong to?
        This Financial Analyst II position is part of the SchoolsFirst Federal Credit Union department at schoolsfirstfcu. See the full job description for more information about the team structure and responsibilities.
        How do I apply for the Financial Analyst II position at schoolsfirstfcu?
        Click the "Apply Now" button on this page. You will be redirected to schoolsfirstfcu's official application portal hosted on workday where you can submit your application directly.
        Financial Analyst II
        schoolsfirstfcu · 💰 USD 88K–132K
        Apply for this role ↗

        You'll be redirected to schoolsfirstfcu's official application page on Workday.