Financial Analyst II

1 day ago

San Diego, United States BluPeak Credit Union Full time
Job DescriptionJob Description
Financial Analyst II

US-CA-San Diego

Job ID: 2024-1716
Type: Regular Full-Time
# of Openings: 1
Category: Accounting/Finance
Corporate Office

Overview

Following established procedures and under general direction of the AVP, Financial Planning & Analysis, performs detailed finance assignments requiring advanced knowledge of economic/finance theory and accounting principles. Main responsibilities include management reporting, ALM/interest rate risk analysis, investment reporting, credit risk analysis, peer group reporting, cost center budget variance report, and branch/product profitability analysis. Procedure documentation will also be required.



Responsibilities

• Prepare monthly financial reports and analyses for 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.
• Maintain and update procedure documentation for all functions performed.
• Keep up-to-date on all applicable regulatory requirements to satisfactorily perform the essential duties and responsibilities of the position. Ensure the credit union operates safely, soundly, and within policy limits.
• Follow record retention guidelines as published by regulatory agencies and federal and state record retention laws.
• Adhere to company policy and procedure, complete annual compliance training, comply with business continuity and vendor management policy. These are crucial to the success of the organization and have regulatory compliance and/or safety and soundness for the sustainability of the credit union.
• Comply with all Anti Money Laundering laws such as the Bank Secrecy Act, OFAC and USA PATRIOT Act and all related policies and procedures including accurate Member/Customer Identification Program, member due diligence, accurate OFAC match processing, and reporting unusual activities and suspected fraud.
• Other duties as assigned.

SUPERVISORY RESPONSIBILITIES
This job has no supervisory responsibilities.



Qualifications

EDUCATION and/or EXPERIENCE
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. Strong analytical skills; this includes the ability to create financial models and financial forecasts. Intermediate experience in MS Office (Excel, Powerpoint, Access). Preferred experience in SQL Server and Power BI.

TECHNOLOGY PROFICIENCY
To perform this job, the employee must possess applicable technology skills and demonstrated expertise. Strong spreadsheet, database, word processing and presentation software skills are required. Ability to learn new applications quickly and general knowledge of network and database usage is required.

CERTIFICATES, LICENSES, REGISTRATIONS
Chartered Financial Analyst (CFA) certificate, or other related professional certification, is preferred.

OTHER QUALIFICATIONS
To perform this job, the employee must possess strong interpersonal skills, good phone and e-mail etiquette, a professional presentation, and a high degree of personal initiative. Interpersonal skills including, but not limited to, motivating and influencing others, maintaining a significant level of trust and diplomacy, fostering internal and external business relationships. This position requires the employee to work during regular business hours and occasional nights or weekends as needed to meet established department deadlines.

BluPeak Credit Union is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex including sexual orientation and gender identity, national origin, disability, protected Veteran Status, or any other characteristic protected by applicable federal, state, or local law.

Employment may be contingent upon BluPeak Credit Union’s receipt of an acceptable and job-related background check, drug screen and credit check, as applicable and permissible by law. BluPeak Credit Union is committed to working and providing reasonable accommodation to applicants with physical, mental disabilities and sincerely held religious beliefs. For more information, contact Human Resources.

PM17



Compensation details: 75000-110000 Yearly Salary



PI417cbb5051df-25405-35895518

  • Financial Analyst II

    2 weeks ago

    San Diego, California, United States Family Health Centers of San Diego Full time

    Job Title: Financial Analyst IIFamily Health Centers of San Diego is seeking a highly skilled Financial Analyst II to join our team. As a key member of our financial operations, you will be responsible for preparing and analyzing financial statements, designing and developing accounting and reporting systems, and providing financial analysis support to...

  • Senior Financial Analyst

    3 weeks ago

    San Diego, California, United States Voya Financial Full time

    About the RoleVoya Financial is seeking a highly skilled Senior Analyst to join our team. As a Senior Analyst, you will be responsible for conducting fundamental research, developing insight into future fixed income/credit performance, and issuing well-supported, accurate recommendations to the firm.Key ResponsibilitiesProduce recommendations for the team...

  • Senior Financial Analyst

    1 month ago

    San Diego, California, United States Voya Financial Full time

    About the RoleWe are seeking a highly skilled Senior Analyst to join our team at Voya Financial. As a Senior Analyst, you will be responsible for conducting fundamental research, developing insights into future fixed income/credit performance, and issuing well-supported, accurate recommendations to the firm.Key ResponsibilitiesProduce recommendations for the...

  • Health Care Financial Analyst II

    3 weeks ago

    San Jose, California, United States County of Santa Clara CA Full time

    Job Title: Health Care Financial Analyst IIJoin the County of Santa Clara CA team as a Health Care Financial Analyst II and contribute to the success of our healthcare system.About the RoleWe are seeking a highly skilled and experienced Health Care Financial Analyst II to join our team. As a key member of our finance department, you will be responsible for...

  • Financial Analyst

    1 month ago

    San Juan, United States Creative Financial Staffing Full time

    A financial analyst can don multiple hats within an organization's structure. To ensure that you get the right fit for your unique situation, you need to write a financial analyst job description that is crystal clear about your needs. Divide the job description into different sections, such as job brief, job overview, responsibilities, preferred...

  • Financial Analyst

    1 month ago

    San Juan, United States Creative Financial Staffing Full time

    Financial Analyst Job DescriptionWe are seeking a highly skilled Financial Analyst to join our team at Creative Financial Staffing. As a Financial Analyst, you will play a critical role in analyzing financial data, preparing financial reports, and providing recommendations to drive business growth.Key Responsibilities:Analyze financial data to identify...

  • Financial Analyst II

    2 months ago

    San Antonio, Texas, United States Texas Department of Aging & Disability Services Full time

    Job Summary:We are seeking a highly skilled and detail-oriented Financial Analyst II to join our team at the Texas Department of Aging & Disability Services. As a key member of our Regional Accounting Office, you will be responsible for performing routine accounts payable tasks and serving as the functional specialist for our office.Key...

  • Financial Analyst

    1 month ago

    San Juan, United States Creative Financial Staffing Full time

    We have a new role open in our team for a financial analyst. You will spend your day analyzing huge amounts of financial data and preparing various accounting and financial reports based on this data and your research-backed opinions. To excel in this role you need proven knowledge of various financial forecasting and corporate finance models. Financial...

  • Financial Analyst

    1 month ago

    San Juan, United States Creative Financial Staffing Full time

    Financial Analyst Job DescriptionThe Financial Analyst role is a critical position within our organization, responsible for providing financial insights and analysis to support business decision-making. As a Financial Analyst, you will be part of a dynamic team that drives financial performance and growth.Key Responsibilities:Develop and maintain financial...

  • Financial Analyst

    1 month ago

    San Juan, United States Creative Financial Staffing Full time

    Accounting Analyst Job DescriptionAbout the RoleWe are seeking a highly skilled Accounting Analyst to join our team at Creative Financial Staffing. As an Accounting Analyst, you will play a critical role in ensuring the accuracy and timeliness of our financial records.Key ResponsibilitiesPerform reconciliations on a monthly, quarterly, and annual basis to...

  • Financial Analyst

    1 month ago

    San Antonio, United States Creative Financial Staffing Full time

    Financial Analyst Our client is a leading manufacturing/distribution company. They have a national presence and focus on quality products sold to over 2000+ customers.They have recently expanded their warehouse and distribution centers in TX.They have close to 500 employees nationally and have been in business for close to 100 years. This is a stable and...

  • Financial Analyst

    1 month ago

    San Antonio, Texas, United States Creative Financial Staffing Full time

    Financial Analyst Job DescriptionOur client, a leading manufacturing and distribution company, is seeking a skilled Financial Analyst to join their team. With a national presence and a focus on quality products sold to over 2000+ customers, this company has a stable and growing organization committed to excellence.The Financial Analyst will play a critical...

  • Financial Analyst

    4 weeks ago

    San Antonio, Texas, United States Creative Financial Staffing Full time

    Job Title: Financial AnalystOur client, a leading manufacturing and distribution company, is seeking a skilled Financial Analyst to join their team. With a national presence and a focus on quality products sold to over 2000+ customers, this organization is committed to excellence and stability.The Financial Analyst will play a critical role in maintaining...

  • Financial Analyst II

    2 weeks ago

    San Antonio, United States H-E-B Full time

    Responsibilities Corporate Planning & Analysis develops / maintains budgets and financial systems while providing current, reliable financial data, analysis, and technical info. As a Financial Analyst II, you will perform research work and prepare financial analysis necessary to make essential Corporate planning decisions. Once you're eligible,...

  • Financial Analyst

    1 month ago

    San Antonio, United States Creative Financial Staffing Full time

    Financial Analyst About the Company Dynamic opportunity to work independently with the support of leadership. Global company that has doubled in size over the last couple of years Stable company that is dedicated to the growth of their employees by internal opportunities. Work for a company that is committed to providing our customers with the highest...

  • Financial Analyst

    4 weeks ago

    San Diego, California, United States SOLV Energy Full time

    Job Title: Financial AnalystSOLV Energy is seeking a highly skilled Financial Analyst to join our team. As a Financial Analyst, you will play a critical role in driving business growth and profitability by providing accurate and timely financial analysis and insights.Key Responsibilities:Develop and maintain financial models and forecasts to support business...

  • Financial Analyst

    4 weeks ago

    San Diego, United States Robert Half Full time

    Job DescriptionJob DescriptionJohn Asdell is partnered with an established and growing company that is based in San Diego and preparing to go public next year. The FPA team is continuing to expand, and the company is seeking a Financial Analyst support the corporate finance deliverables for the team. The Financial Analyst will be conducting detailed...

  • Financial Analyst Professional

    1 month ago

    San Juan, United States Creative Financial Staffing Full time

    Financial Analyst Job DescriptionCreative Financial Staffing is seeking a skilled Financial Analyst to join our team. As a Financial Analyst, you will play a crucial role in analyzing financial data, developing predictive models, and providing strategic recommendations to drive business growth.Key Responsibilities:Analyze historical and current financial...

  • Financial Analyst

    4 weeks ago

    San Juan, United States Creative Financial Staffing Full time

    Investment Analyst RoleAs a key member of our team at Creative Financial Staffing, the Investment Analyst will play a crucial role in assessing business and asset valuations, calculating risks and opportunities for potential and current clients, and monitoring market trends and investment portfolios. This position requires a strong analytical mindset,...

  • Financial Analyst

    1 month ago

    San Juan, United States Creative Financial Staffing Full time

    Financial Analyst Job Description The following are all aspects of a financial analyst's duties: Perform financial forecasting, reporting, and operational metrics tracking Analyze financial data and create financial models for decision support Report on financial performance and prepare for regular leadership reviews Analyze past results, perform variance...