Senior Financial Reporting Analyst

Stanford Federal Credit Union•Palo Alto, CA

21d•Hybrid

About The Position

Senior Financial Reporting Analyst Opportunity at Stanford Federal Credit Union! We’re on a mission to improve financial lives! If you’re a high-energy, compassionate, and collaborative individual with a desire to make a difference, we encourage you to consider joining our SFCU team! Members really do come first at Stanford FCU because we’re non-profit and owned by our members. Our members work for Stanford University or some of the most innovative companies in Silicon Valley—and we provide them with the most generous financial benefits in our industry. Stanford FCU is a $4.5 billion company with a global reach of over 95,000 members in 90 countries and growing! Come grow with us and see what it’s like to work for a Bay Area Top Workplace. As our CEO says, “we work hard, and we play hard”, and we need your help to improve even more financial lives! Please note - this position is hybrid on site in Palo Alto, CA

Requirements

A four-year degree (BS, BA, BSC, etc.) from an accredited College or University with a major or academic focus in the subject of accounting, finance, economics, mathematics, data science; or equivalent combination of education and experience.
Five or more years related experience in a business intelligence, financial reporting, financial analyst, accounting analyst, public accounting, financial consulting, banking analyst, or otherwise relevant role.
Utilize business information tools and other software solutions as appropriate, to develop reporting outputs for departments, ad-hoc analysis, trend analysis, etc. 
Proficiency or the ability to quickly become proficient with tools and systems used including Domo, SQL, Excel, and other reporting and data manipulation, and report visualization tools 
Ability to analyze data for reasonableness, to apply common sense understanding to carry out instructions; ability to deal with problems involving several concrete variables in dynamic or static situations.
Ability to read, analyze, and interpret general business information, and to effectively present information in reporting outputs, and then respond to questions from groups of managers, clients, customers, and others.
Experience with validating reporting relevance, accuracy, reliability, understandability, and comparability 
Experience providing financial information in a visibly clear and interesting manner, and that is useful to decision makers.
Strong analytical, prioritization, and organization skills

Responsibilities

Learn and utilize our slate of existing and new tools for deadline driven and ad hoc reporting
Create new financial reports with various software e.g. Domo, PowerBI, SQL, Adobe, Excel, and other reporting software
Create derivative and extract reporting from various vendors, data sources, canned system reports, and other outputs
Work through a roadmap of official finance division reports
Automate/improve current reports using efficiency tools available
Implement and utilize new reporting software, including software for: deposits, loans, and policy limit reports, and credit union competition/comparison/trend analysis tool
Work with the Controller and CFO on reporting consistency and formatting outputs across the division
Document procedures and QC checklists for current and newly developed reports, including training/how-to’s on new reports
Work with the accounting, lending, and business intelligence teams to document and formalize a reporting matrix for the finance division
Utilize software to improve efficiency e.g. utilize RPA, upload non-financial user fields/accounts into established databases, utilize reporting templates, batch jobs, saved queries, etc.
Work with the accounting, lending, and business intelligence teams on report creation for management, ALCO, the Board, and other reports requested by Management
Execute on reports assigned by the assigned deadlines, audits, requests, and other requirements
Work with the Controller, CFO and CLO on advanced analysis e.g. CECL, capital at risk, ALM model validation, product level profitability, etc.

Benefits

100% paid employee medical, dental, vision, life/AD&D and short-term disability insurance for the employee; 50% paid for dependents
Quarterly incentives up to 10% of your salary (based on position)
Employer 401(k) matching up to 5% plus additional annual discretionary contributions
Education reimbursement up to $5,200/year
Employee recognition program with cash incentives
Commuter Toll reimbursement $100-$200/month (based on position)
Wellness Benefits up to $1,200 per year
Paid Sick Time accrues at two weeks per year
Paid Vacation Time accrues at three weeks per year
Paid Federal banking holidays (approximately 11 per year)
Ongoing training and education, seminars, and conferences
Loan rate discounts on some products (vehicle, mortgage and HELOC loans)
Waived fees and deposit bonuses on Stanford FCU accounts
Flex health/transit plan availability
Employee Assistance Program with free benefits like counseling, help finding legal assistance and day care resources