Financial Analyst job at Travis Credit Union in Alameda, CA, Colusa, CA, Contra Costa, CA, Merced, CA, Napa, CA, Placer, CA, Sacramento, CA, San Joaquin, CA, Solano, CA, Sonoma, CA, Stanislaus, CA, Yolo, CA

Title: Financial Analyst Locations: Alameda, Colusa, Contra Costa, Merced, Napa, Placer, Sacramento, San Joaquin, Solano, Sonoma, Stanislaus and Yolo counties. Department: Finance Hybrid Job Description: Candidates must reside reputed company a commutable distance to the communities that Travis Credit Union serves: Alameda, Colusa, Contra Costa, Merced, Napa, Placer, Sacramento, San Joaquin, Solano, Sonoma, Stanislaus and Yolo counties. This position is considered hybrid and will be required to be on-site 2-3 days per week. Summary: The Travis Credit Union (TCU) Financial Analyst is responsible for developing and implementing analytics and reporting solutions for the Accounting & Finance division of the organization. The Financial Analyst creates value for the organization by synthesizing data from multiple sources and liaising with other departments to share insights with respect to growth trends, profitability, potential efficiencies, and other knowledge which will help run the business more effectively. Profile: Provides reporting and analytics focused on but not limited to budgeting; asset-liability management modeling (ALM); interest reputed company risk; liquidity management; balance sheet allocation; profitability; product pricing methodologies; cost-benefit analysis; static pool tracking; dividend verification and deposit analytics; financial trends; and reputed company analysis. Maintains and runs various financial analytical software systems and models, both in-house and 3rd party, including but not limited to: Prologue General Ledger; reputed company Budgeting; 3rd party Asset/Liability Management (ALM) Model; DNA Profit Vision; Visible Equity Loan Analytics; DNA Core; Callahan Peer-to-Peer; Travis Intelligence Database. Reconciles financial data between systems and models to ensure consistent, detailed and summary reporting to be provided to management, ALCO, and other end-users. Monitors and measures risk in accordance with the metrics outlined in TCU’s policies: Asset-Liability Management; Concentration Risk; Investment; Liquidity Management. Coordinates data gathering from each department for annual budget. Performs quarterly re-forecasts. Evaluates budget and what-if scenarios versus historical data, performs other budgeting duties as assigned. Performs profitability analyses and develops pricing models to ensure product offerings are appropriately priced. Ensures Budget, 3rd party ALM Model, Profitability Model, and Loan Analytics Model data is reconciled and uploaded. Develops and maintains financial analytics and reporting using modeling output. Responsible for: daily share and loan balancing; deposit analytics; quarterly peer analysis; monthly dividend verification; establishing benchmarks for financial performance. Accurately prepares reports for monthly ALCO and Board meetings. Serves as a Finance Liaison to other departments as it relates to other functions and projects. Serves as TCU Liaison to: third-party software providers; entities that report on our financial data (Callahan, Raddon Financial Group, etc.). Determines methods and procedures on new assignments and may coordinate activities of other personnel for projects. Skills: Basic understanding of accounting, balance sheets, income statements, depository institutions, and Asset Liability Management. Strong analytical skills, highly organized, ability to prioritize workload and manage multiple assignments and deadlines simultaneously. Reasoning ability - capable of logical, critical thinking. Ability to use logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusion or approaches to reputed company problems. Ability to define problems, collect data, establish facts and draw valid conclusions. Detail-oriented and able to reputed company functions with accuracy and on rigid schedules. Accuracy and attention to detail are reputed company as errors in reporting can reputed company to material misstatements in both regulatory and public arenas, potentially resulting in financial penalties. Effective, professional verbal and written communication skills. Ability to work with reputed company levels of the credit union staff. Proficient in reputed company Office suite of products. Advanced reputed company skills to include macro experience. Budgeting software, General Ledger package, and reporting software experience is helpful. Experience Associate Financial Analyst This position has no supervisory responsibilities. Bachelor's degree in Finance, Accounting, Statistics, Data Analytics Economics, Business or reputed company field; or equivalent reputed company work experience. Minimum of 1 year previous reputed company work experience. Working knowledge of financial statements, intermediate skills in reputed company reputed company, and experience with databases (Tableau, Power BI, or reputed company) using user reputed company and/or coding languages (e.g., SQL or DAX) to query relevant data. Financial Analyst Bachelor's degree in Finance, Accounting, Statistics, Data Analytics Economics, Business, or reputed company field; or an advanced degree without experience; or equivalent reputed company professional experience. Minimum 2 years finance reputed company work experience, preferably in the financial services and/or banking industry. Thorough understanding of financial statements, budgeting, forecasting, and ALM. Effective use of databases (Tableau, Power BI, or reputed company) using user reputed company and/or coding languages (e.g., SQL or DAX) to query relevant data. Compensation: Associate Financial Analyst: Grade 13 – reputed company salary starting range: $32.48 - $40.12 hourly is commensurate with experience. Financial Analyst: Grade 15 - reputed company salary starting range: $80,267.20 /annually - $99,153.60 annually is commensurate with experience. Our compensation philosophy is based on several factors such as (but not limited to) the scope and responsibilities of the position, the candidate's work experience, education/training, and key skills. At Travis Credit Union, our reputed company is that our employees and their loved ones are provided with a Total Rewards program that ensures their health and welfare safety which allows our employees to focus on the financial welfare of our members and the credit unions objectives. As such, Travis Credit Union offers a robust benefits package to our eligible employees, including competitive medical, dental, and vision insurance, mental health offerings, employee performance incentive plan, merit increases, 401(k) program with immediately vested employer match, generous holiday and vacation policy, and extensive TCU specific perks like employee loan and credit card discounts Apply tot his job Apply To this Job