Financial Data Analyst III

2 days ago


San Diego, California, United States BluPeak Credit Union Full time
Job Overview

We are seeking a skilled Financial Data Analyst II to join our team at BluPeak Credit Union. As a key member of our financial planning and analysis department, you will be responsible for providing critical support to management in making informed business decisions.

The successful candidate will have a solid understanding of economic and finance theories, as well as strong analytical skills to create financial models and forecasts. Experience with MS Office, specifically Excel, is required, while knowledge of SQL Server and Power BI is a plus.

This is a regular full-time position offering a competitive salary and benefits package. If you are a motivated and detail-oriented individual looking for a new challenge, we encourage you to apply.

Key Responsibilities

• Prepare monthly financial reports and analyses for senior management and the Asset Liability Management Committee (ALCO).

• Maintain the monthly update of the ALM system, which is used for projection and budget modeling. Perform interest rate risk measurement and financial modeling.

• Generate monthly cost center management reports, including budget variance analysis comparing plan to prior year outcomes to develop rolling forecasts. Assist management with budget development, including creation of budget templates, compiling budget data, and generating a comparative summary.

• Maintain and prepare loan management reporting, including quarterly credit risk analysis, static/vintage pool analysis, and due diligence analysis.

• Develop financial models to support forecasting, budgeting, and strategic planning.

• Prepare customized management reports and dashboards in support of the credit union's initiatives or programs. Perform ongoing monitoring and refinement of reports.

• Assimilate economic and industry information for interest rate risk measurement and profitability analysis.

• Assist with development, maintenance, and quality control of product cost and profitability information in conjunction with all other related efforts to measure cost and profitability. Work closely with management to design, implement, and develop branch and product profitability analyses.

• Compile and generate peer group financial analysis and reporting quarterly.

• Maintain working knowledge of the software programs utilized by the credit union to generate, validate, reconcile, and archive financial data and records.

• Work closely with management to continually improve reporting processes.

• Manage multiple projects simultaneously.

• Support the team with day-to-day operations and month-end reporting. Assist personnel with problem resolution and train other staff members as assigned.

Required Skills and Qualifications

Bachelor's degree (BS) or equivalent from a four-year college in Finance and a minimum of 5 years related experience performing financial analysis is required; or an equivalent combination of education and experience. Credit union or financial institution experience preferred.

A strong analytical skillset, including ability to create financial models and financial forecasts, is essential. Intermediate experience in MS Office (Excel, PowerPoint, Access) is required. Preferred experience in SQL Server and Power BI.

Chartered Financial Analyst (CFA) certificate, or other related professional certification, is highly desirable.

Benefits

We offer a comprehensive benefits package, including health insurance, retirement savings plan, paid time off, and more. Our competitive salary range is between $75,000 - $110,000 annually, depending on experience.

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