Financial Data Analyst
About The Position
Join Foothill Credit Union's mission-driven team and help transform data into meaningful financial insights that shape the future of our organization. As a Financial Data Analyst, you'll play a key role in empowering strategic decision-making through financial analysis, business intelligence, profitability reporting, and data-driven storytelling. This is an exciting opportunity for a curious and analytical professional who thrives at the intersection of finance and technology. Leveraging tools such as Excel, Power BI, SQL, and emerging AI solutions, you'll develop innovative reporting and automation capabilities that enhance efficiency, accuracy, and member-focused outcomes. Working collaboratively with teams across Finance, Lending, Marketing, Operations, Digital Banking, and Data & Financial Performance, you'll deliver actionable insights that drive organizational success while building valuable skills and experience for long-term career growth at Foothill.
Requirements
- Bachelor's degree in finance, Accounting, Economics, Business Analytics, or Business Administration required
- Minimum of two (2) year of experience in financial analysis, accounting, business intelligence, data analysis, or banking
- Advanced Microsoft Excel skills (Pivot Tables, Power Query, Lookup Functions, etc.)
- Knowledge of Financial Modeling
- Solid budgeting and forecasting fundamentals
- Must display excellent communication skills, writing skills, and excellent listening skills, including the ability to present information effectively
- Must have advanced knowledge and experience with Windows Office (Word, Excel, PowerPoint)
- Ability to define problems, collect data, establish facts, and draw valid conclusions
- Must be team-oriented and a strong communicator and relationship builder while establishing trust and credibility
- Ability to collect, analyze, and summarize data and prepare clear and concise reports
- Experience driving, leading, and managing organizational change.
- Ability to prioritize and efficiently handle a variety of tasks at one time in a busy and dynamic work environment
- Ability to maintain a good working relationship with all team members, vendors, and members; use good judgment in recognizing the scope of authority
Nice To Haves
- Master's degree in finance, Accounting, Business Administration, or related field is preferred
- Experience in financial services, credit union, or banking preferred
Responsibilities
- Prepare monthly variance analyses comparing actual results to budget and prior periods
- Assist with annual budget preparation and quarterly forecasts
- Prepare financial models and ad hoc analyses
- Analyze financial trends and identify anomalies
- Assist in preparing executive and Board reports
- Prepare daily cash and liquidity reports
- Assist with cash flow forecasting
- Prepare investment summaries and investment activity reports
- Assist with loan, deposit, and concentration risk analyses
- Support asset/liability management reporting
- Assist to perform product, branch, and portfolio profitability analyses
- Assist with ROI analyses for marketing campaigns and strategic initiatives
- Monitor key performance indicators (KPIs)
- Prepare business performance reports for management
- Develop and maintain Power BI dashboards
- Create automated reports using Excel, Power Query, and Power BI
- Assist with SQL queries to retrieve and validate data
- Ensure data accuracy and consistency across reports
- Identify trends, exceptions, and business opportunities through data analysis
- Assist in automating recurring reports and manual processes
- Utilize AI tools to improve productivity, reporting, and documentation
- Recommend process improvements to increase efficiency
- Work with Finance, Lending, Marketing, Operations, and Digital Banking to understand reporting needs
- Assist in translating business requirements into reporting solutions
- Present findings and recommendations to management as appropriate
- Assist with requests from auditors and regulatory examiners
- Maintain supporting documentation for financial analyses
- Ensure reports comply with regulatory and internal reporting standards
Benefits
- 100% covered Medical/Dental/Vision for Team Members
- 401(k) plan with match
- Profit-Sharing Plan
- Paid Holidays
- Paid Time-Off
- Loan discounts
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
