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SchoolsFirst FCU

Financial Analyst II, SQL

Posted 5 Days Ago
In-Office
Tustin, CA, USA
88K-132K Annually
Mid level
In-Office
Tustin, CA, USA
88K-132K Annually
Mid level
Performs financial, treasury, and data analytics supporting liquidity management, forecasting, funding cost analysis, investment reporting, and balance sheet decisions. Develops SQL-based reporting processes, dashboards, and analytical tools; analyzes large datasets; conducts variance, trend, and financial modeling; prepares financial reports; supports close and reconciliations; collaborates across teams; and facilitates project deliverables and testing.
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We’re always looking for diverse, talented, service-oriented people to join our exceptional team.

Financial Analyst II, SQL

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

What You’ll Be Doing

Performs financial, treasury, and data analytics to support liquidity management, share/deposit reporting, cash forecasting, funding cost analysis, investment reporting, and balance sheet decision-making. Develops reporting solutions, dashboards, and analytical tools that provide actionable insights to Treasury leadership and business stakeholders.


  • Writes and maintains SQL queries, views, and data processes to support reporting and analytical needs.
  • 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.

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 SQL skills including complex queries, data validation, joins, aggregations, stored procedures, and performance optimization.
  • Experience with dashboarding and visualization tools such as Power BI, Tableau, Dundas, or similar platforms.
  • 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
  • Familiarity with Python for streamlining routine reporting, and analytical processes.

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.

HQ

SchoolsFirst FCU Tustin, California, USA Office

Tustin, CA, United States

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Fountain Valley, United States

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Huntington Beach, United States

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Irvine, United States

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La Habra, United States

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Long Beach, United States

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Los Angeles, United States

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Orange, United States

SchoolsFirst FCU Santa Ana, California, USA Office

2115 N Broadway, Santa Ana, California, United States, 92706 2613

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