We’re always looking for diverse, talented, service-oriented people to join our exceptional team.
Financial Analyst II, SQLThe pay range for this position is listed below. Our pay ranges are built to allow for candidates with various levels of skill and experience to be considered, as well as for room for growth and tenure achieved in a role over time. Typical new hire salary offers fall within the minimum to midpoint of a pay range for many candidates. Any offer extended to a candidate will be based upon their unique set of knowledge, skills, education, and experience as well as internal equity.
Pay Range:
$88,221.00 - $132,331.00Scheduled Weekly Hours:
40What You’ll Be Doing
Performs financial, treasury, and data analytics to support liquidity management, share/deposit reporting, cash forecasting, funding cost analysis, investment reporting, and balance sheet decision-making. Develops reporting solutions, dashboards, and analytical tools that provide actionable insights to Treasury leadership and business stakeholders.
- Writes and maintains SQL queries, views, and data processes to support reporting and analytical needs.
- Designs, develops, and maintains interactive dashboards to deliver actionable insights and support data-driven decision-making
- Processes and analyzes large data sets for the purposes of gaining important business insights and identifying trends
- Conducts detailed financial analysis, including variance analysis, trend analysis, and financial modeling, to support management decision-making
- Prepares accurate and timely financial reports, including monthly financial statements, budget vs. actuals reports, and ad-hoc analysis as needed
- Collaborates with cross-functional teams to gather and analyze financial data from various sources, including internal systems and external databases
- Supports month-end and year-end close process and performs reconciliations as needed
- Maintains and updates standard reporting & analysis to support operational decisions.
- Facilitates project deliverables and testing
Additional Job Functions
- Performs other duties as assigned
- Complies with regulatory compliance and assigned training requirements including but not limited to BSA regulations corresponding to their specific job duties. Failure to do so may result in disciplinary and other employment related actions.
Qualifications
- High School Diploma or GED required
- Bachelor's Degree in a related field or equivalent years of experience required
- 3-5 years of prior relevant experience required
Knowledge, Skills, and Abilities
- Strong SQL skills including complex queries, data validation, joins, aggregations, stored procedures, and performance optimization.
- Experience with dashboarding and visualization tools such as Power BI, Tableau, Dundas, or similar platforms.
- Strong organizational, problem-solving, verbal and written communication skills
- Strong analytical, quantitative, and technical skills
- Solid understanding of financial concepts, financial modeling, and core financial statements
- Proficiency with Microsoft Excel and PowerPoint
- Familiarity with Python for streamlining routine reporting, and analytical processes.
SchoolsFirst FCU is committed to Diverse, Equitable, and Inclusive Hiring
At SchoolsFirst FCU we are dedicated to building and growing a diverse, inclusive, and authentic Dream Team, so if you’re excited about a position or wanting to make a career change but your past experience doesn’t align perfectly with every qualification in the job description, we encourage you to apply anyway. Many skills are transferrable and you may be just the right candidate for the position, or for other roles we are working on.
SchoolsFirst Federal Credit Union is committed to fostering, cultivating, and preserving a culture of diversity and inclusion. SchoolsFirst FCU is an equal opportunity employer and prohibits discrimination against qualified individuals based on their status as protected veterans or individuals with disabilities and prohibits discrimination against all individuals based on their race, color, religion, sex, national origin, age, sexual orientation, gender identity or expression, political affiliation, or genetic information.
This organization participates in E-Verify.
Skills Required
- High school diploma or GED
- Bachelor's degree in a related field or equivalent years of experience
- 3-5 years of prior relevant experience
- Strong SQL skills, including complex queries, data validation, joins, aggregations, stored procedures, and performance optimization
- Experience with dashboarding and visualization tools such as Power BI, Tableau, Dundas, or similar platforms
- Strong organizational, problem-solving, verbal, and written communication skills
- Strong analytical, quantitative, and technical skills
- Understanding of financial concepts, financial modeling, and core financial statements
- Proficiency with Microsoft Excel and PowerPoint
- Familiarity with Python for streamlining reporting and analytical processes
SchoolsFirst FCU Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about SchoolsFirst FCU and has not been reviewed or approved by SchoolsFirst FCU.
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Healthcare Strength — Employer-paid medical, dental, and vision coverage for employees and families is prominently featured and stands out as a core element of total rewards. Additional protections like life and disability insurance reinforce confidence in the benefits package.
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Retirement Support — A strong employer 401(k) match with clear vesting, combined with financial wellness resources, signals meaningful long-term support. Retirement offerings are positioned as a key differentiator within total compensation.
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Leave & Time Off Breadth — Generous PTO from the start, paid holidays, and options like PTO cash-out plus special leave days broaden time-off flexibility. Time-away benefits are emphasized as an important component of overall value.
SchoolsFirst FCU Insights
What We Do
Since our founding in 1934, we have been singularly focused on one thing: providing World-Class Personal Service and financial security to California school employees and their families. This isn't just something we say — everything we do, every decision we make, is with an unwavering commitment to serving the best interests of Members. Although we offer products and services similar to other financial institutions, our structure and culture are vastly different. Banks are for profit, while credit unions are Member-owned financial cooperatives, meaning our excess earnings are returned to our Members in the form of lower rates on loans, higher rates on savings, low-to-no fees, and many complimentary services. We take to heart the "people helping people" philosophy, the principle on which credit unions were founded. We pledge ourselves to this idea through our steadfast dedication to Member service and actively supporting the communities we serve through events, donations, scholarships, and financial literacy programs. Today, we're the largest credit union serving school employees, and the largest in California with more than 1.5 million Members and more than $36 billion in assets. Our financial stability can be attributed to one thing: continually providing our Members with World-Class Personal Service to help them better their financial lives.
