31 applicants

Company

Original Job Post

Travis Credit Union · 3 days ago

Financial Analyst

Vacaville, CA

Full-time

Hybrid

Senior Level

$78K/yr - $97K/yr

5+ years exp

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Hiring Manager

Maria Gordon, PHRca

Insider Connection @Travis Credit Union

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Responsibilities

Provides reporting and analytics on budgeting, asset-liability management modeling, interest rate risk, liquidity management, and profitability.

Maintains and runs financial analytical software systems and models.

Reconciles financial data between systems and models for consistent reporting.

Monitors and measures risk in accordance with TCU's policies.

Coordinates data gathering for annual budget and performs profitability analyses.

Ensures data reconciliation and uploads for various financial models.

Prepares reports for ALCO and Board meetings.

Serves as a Finance Liaison to other departments and third-party providers.

Determines methods and procedures on new assignments.

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

FinanceFinancial StatementsBudgetingForecastingALMDatabase ManagementTableauPower BIOracleSQLDAXAccountingBalance SheetsIncome StatementsDepository InstitutionsAsset Liability ManagementMicrosoft OfficeExcelAnalyticalOrganizedProblem-SolvingDetail-OrientedCommunicationBudgeting softwareGeneral Ledger packageReporting software

Required

Bachelor's degree in Finance, Accounting, Statistics, Data Analytics Economics, Business, or related field; or an advanced degree without experience; or equivalent related professional experience.

Minimum 2 years finance related work experience, preferably in the financial services and/or banking industry.

Thorough understanding of financial statements, budgeting, forecasting, and ALM.

Effective use of databases (Tableau, Power BI, or Oracle) using user interface and/or coding languages (e.g., SQL or DAX) to query relevant data.

Basic understanding of accounting, balance sheets, income statements, depository institutions, and Asset Liability Management.

Strong analytical skills, highly organized, ability to prioritize workload and manage multiple assignments and deadlines simultaneously.

Reasoning ability - capable of logical, critical thinking. Ability to use logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusion or approaches to complex problems. Ability to define problems, collect data, establish facts and draw valid conclusions.

Detail-oriented and able to perform functions with accuracy and on rigid schedules.

Accuracy and attention to detail are paramount as errors in reporting can lead to material misstatements in both regulatory and public arenas, potentially resulting in financial penalties.

Effective, professional verbal and written communication skills.

Ability to work with all levels of the credit union staff.

Proficient in Microsoft Office suite of products.

Advanced Excel skills to include macro experience.