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Financial Analyst II, SQL

SchoolsFirst Federal Credit Union
Tustin, USA
Full-time
Mid-Senior
Onsite
$88,221–$132,331
Discovered 3 weeks ago
Financial analysisTreasury and liquidity managementSQLFinancial reportingData analysisDashboard development

Full Job Posting

Role overview

Financial Analyst II supporting liquidity management, treasury reporting, cash forecasting, funding cost analysis, investment reporting, and balance sheet decisions.

Develops reporting solutions, dashboards, and analytical tools for Treasury leaders and business stakeholders.

Pay range

  • Listed pay range is $88,221–$132,331; the description does not state a pay cadence.

Schedule

  • Scheduled weekly hours: 40.

Responsibilities

  • Write and maintain SQL queries, views, and data processes for reporting and analysis.
  • Develop interactive dashboards and analytical tools for actionable business insights.
  • Analyze large datasets, identify trends, and conduct financial, variance, and trend analysis and modeling.
  • Prepare financial statements, budget-versus-actual reports, and ad hoc analyses.
  • Gather and analyze data with cross-functional teams; support close processes and reconciliations.
  • Maintain standard reporting, facilitate project deliverables and testing, and comply with applicable regulatory training requirements.

Qualifications

  • High school diploma or GED required.
  • Related bachelor's degree or equivalent years of experience required.
  • 3–5 years of prior relevant experience required.
  • Strong SQL skills, including complex queries, validation, joins, aggregations, stored procedures, and optimization.
  • Experience with Power BI, Tableau, Dundas, or similar dashboarding tools.
  • Strong communication, organization, problem-solving, analytical, quantitative, and technical skills.
  • Understanding of financial concepts, financial modeling, and core financial statements; proficiency with Excel and PowerPoint.
  • Familiarity with Python for reporting and analytical processes.

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