Financial Data Analyst II, SQL

SchoolsFirst Federal Credit Union•Tustin, CA

1d•$88,221 - $132,331

About The Position

The Financial Data Analyst II, SQL 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. This role develops reporting solutions, dashboards, and analytical tools that provide actionable insights to Treasury leadership and business stakeholders. The position involves writing and maintaining SQL queries, views, and data processes, designing and developing interactive dashboards, processing and analyzing large data sets, conducting detailed financial analysis, preparing financial reports, collaborating with cross-functional teams, supporting month-end and year-end close processes, and maintaining standard reporting and analysis. The role also facilitates project deliverables and testing, performs other duties as assigned, and complies with regulatory compliance and assigned training requirements.

Requirements

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
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

Nice To Haves

Familiarity with Python for streamlining routine reporting, and analytical processes.

Responsibilities

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.
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.