Financial Analyst (Onsite)

The Financial Analyst will provide support to the Vice President Digital Experience, Manager of Finance, the Chief Financial Officer, and other stakeholders. The Financial Analyst is responsible for supporting business decisions by providing quantitative and qualitative data analysis and the reporting of patterns, insights, and trends to decision makers. This position applies data mining techniques and conducts statistical analysis to report key findings in order to improve processes and provide data-driven forecasts of potential costs, risks, and profits of new business initiatives. In addition the position will also support analytics function for the Card Servicing Team.

About Frontwave Credit Union:

Frontwave Credit Union is a member-owned not-for-profit financial institution serving San Diego, Riverside, and San Bernardino counties. Founded in 1952, we have grown to 13 branches with 120,000 members and manage over a billion in assets. At Frontwave Credit Union, we are focused on creating consumer solutions to provide our members and the communities we serve with products and services that enhance the quality of life for our members through exceptional service and the progressive application of technology.

What’s In It For You:

Competitive pay, 401k matching, mortgage and auto discounts.

9-27 days of PTO per year (based on tenure) and 10 paid holidays.

Affordable medical, dental, vision health plans, and Flexible Spending Account.

Employee Assistance Program with a variety of services.

Career development, training, and coaching, mentoring; tuition reimbursement up to $4,000/year.

Culture of excellence and continuous improvement.

We strive to be the best place you’ve ever worked!

Responsibilities

Essential Duties and Responsibilities:

Includes the following non-inclusive list. Other duties may be assigned. All duties are to be performed in compliance with applicable laws, regulations as well as Credit Union policies and procedures:

• Performs month end analysis for closing books and provides performance insights to leadership
• Collects, aggregates, and analyzes data from multiple internal and external sources to drive insights into Finance performance.
• Deliver complex analysis/findings in a manner that conveys understanding, garners support for recommendation, and lays the foundation for data-driven Finance decisions for operational management.
• Uses data analytics tools to build new dashboards, reports, and responds to ad-hoc report requests from the
• Produces actionable reports that show financial trends, risk analysis, performance to budget and other relevant analysis requested by the management
• Enhances process maps and procedures to include information that is relevant for building analytic systems.
• Communicates findings and insights to stakeholders and provides possible solution options for finance decisions
• Collaborates with teammates, and influences across organizational boundaries.
• Perform comparative analysis of product and project financials.
• Improves financial status by analyzing results; monitoring variances; identifying trends; recommending actions to management.
• Query SQL databases to extract data.
• Collaborate with other analysts and Business Intelligence team in order to source data from SQL databases and other internal data sources.
• Analyze and interpret data for qualitative and quantitative analysis, and present findings to small groups.
• Protects operations by keeping financial information confidential.

Qualifications

Education and/or Experience:

Bachelor’s degree in Finance, Accounting, or Economics

Previous professional experience as a financial or accounting analyst in a corporate finance environment is preferred.

Previous experience in a similar role at a financial institution or credit union is a strong plus.

Strong skills using Excel to perform financial analysis of data.

Experience with data visualization tools such as Excel, Tableau, or Power BI.

Skilled in the use of statistical software, such as R, R Studio, and Python is a plus.

Salary Range: $33.59 – $50.38

Service Excellence Standards

When joining Frontwave Credit Union, you can expect to be a part of a workforce committed to the following Service Excellence standards:

• We see it. We own it. We get it done.
• We ignite positive experiences.
• We do things right every time.
• We are collaborators – united, cohesive and engaged
• We innovate and evolve.
• We create memorable experiences for life.
• We starts with me.