Senior Financial Analyst

Valley Strong Credit Union • Bakersfield, CA

1d • $97,700 - $140,700

About The Position

The Senior Financial Analyst partners with business leaders to deliver financial planning, forecasting, reporting, and business intelligence solutions that support strategic decision-making. This role combines advanced FP&A expertise with strong data extraction, analytics, and visualization capabilities to transform complex financial and operational data into actionable insights. The position plays a key role in budgeting, forecasting, profitability analysis, dashboard development, and process improvement initiatives across the organization.

Requirements

• Experience in the banking or credit union industries highly preferred
• 5-8+ years of experience in FP&A, financial analysis, business intelligence, or related finance functions.
• Advanced Excel and financial modeling skills.
• Experience with Power BI, Tableau, Snowflake and Power Query. Proficient with Prologue and Axiom.
• Strong analytical, problem-solving, and communication skills with the ability to translate complex data into actionable business insights.
• Experience with budgeting, forecasting, financial reporting, and enterprise planning systems preferred.
• Ability to read and comprehend instructions, short correspondence, and memos.
• Ability to write simple correspondence.
• Ability to effectively present information in one-on-one and small group situations to Members and other Team Members at the organization.
• Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals.
• Ability to compute dividends and interest.
• Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists.
• Ability to interpret a variety of instructions furnished in written or oral form.
• Must be able to process transactions in an efficient manner.
• Must be able to communicate policies and procedures to Members in an easily understood and professional manner.
• Must comply with all Bank Secrecy Act (BSA) and other Anti-Money Laundering (AML) laws and regulations, as they pertain to federal guidelines and internal policies and procedures.

Nice To Haves

• Experience in the banking or credit union industries highly preferred
• Experience with budgeting, forecasting, financial reporting, and enterprise planning systems preferred.

Responsibilities

• Lead budgeting, forecasting, and long-range planning processes; partner with department leaders to develop and maintain financial assumptions and performance targets.
• Extract, transform, and analyze data from multiple systems and databases using business intelligence and analytics tools to support financial reporting and decision-making.
• Develop and maintain financial models, dashboards, and automated reporting solutions that improve visibility into business performance and key performance indicators.
• Perform variance analysis, profitability analysis, and trend analysis; identify key business drivers, risks, and opportunities, and provide actionable recommendations to management.
• Build and enhance forecasting, planning, and scenario models to evaluate strategic initiatives and business performance.
• Collaborate cross-functionally to understand operational drivers, support business cases, and provide data-driven insights that improve financial and operational performance.
• Prepare executive-level reporting, presentations, and financial packages that clearly communicate financial results and strategic recommendations.
• Drive automation, standardization, and continuous improvement of financial reporting and analytical processes.
• Support ad hoc analyses, strategic projects, and management requests with accurate, timely, and insightful financial analysis.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: Associate degree