SECU · 4 hours ago
Financial Data Analyst II
Raleigh, NC
Full-time
Onsite
Mid, Senior Level
2+ years expSECU is committed to the credit union philosophy of 'People Helping People' and is looking for a Financial Data Analyst II to enhance their financial planning and analysis capabilities. The role involves collecting, organizing, and analyzing financial data to provide insights for budgeting, forecasting, and strategic decision-making across the organization.
AccountingBankingFinancial Services
Responsibilities
Support monthly and quarterly budgeting and forecasting cycles, including variance analysis, trend recognition, and preparation of executive-level presentations and financial commentary
Develop and maintain financial dashboards and visualizations using Power BI, Tableau, and Excel to track budget vs. actuals, forecast accuracy, and key performance metrics
Conduct financial research and analysis to support strategic planning, business case development, and decision-making processes
Build and optimize financial models, databases, and reporting systems to improve accuracy, efficiency, and insights delivery
Design and implement process automation solutions to streamline financial reporting workflows and reduce manual effort
Partner with cross-functional teams and business stakeholders to gather requirements, provide analytical support, and deliver timely financial insights
Qualification
Required
Bachelor's degree in Information Technology, Data Analytics, Accounting, Business, Finance, or related field required
Minimum 2 years of relevant experience in financial analysis, FP&A, or related field required
Strong financial modeling and analytical skills with experience in budgeting, forecasting, and variance analysis
Advanced data visualization capabilities (Power BI, Tableau, or similar platforms)
Database management and SQL skills for extracting and analyzing financial data
Programming experience for analytics and automation (e.g., Python, R, VBA)
Strong business acumen and understanding of financial/managerial accounting principles
Preferred
Master's degree in related field or CPA certification
5 years preferred
Experience building FP&A reporting infrastructure and implementing planning processes
Familiarity with Workday Adaptive Planning, Accounting Center, Prism, or similar FP&A platforms
Track record of process automation and workflow optimization using Excel, PowerQuery, Power Automate, or scripting languages
Experience partnering with IT, Operations, or other business functions on financial planning and analysis
Strong presentation skills and ability to communicate financial insights to executive stakeholders
Company
SECU
Even though we're North Carolina's largest credit union, we're still just "people helping people." We currently serve over 2.6 million members through more than 270 branch offices - and growing! Members have 24/7 access to account services from over 1,100 ATMs, as well as via phone, our website, and the SECU Mobile App.
5001-10000 employees
Funding
Current Stage
Late StageLeadership Team
Leigh Brady
President and CEO
Recent News
2025-10-23
State Employees' Credit Union (SECU)
2025-09-17
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