The Role
The Financial Analyst supports budgeting, forecasting, financial statement analysis and reporting, collaborating with business unit leaders to drive data-driven decision-making and business growth.
Summary Generated by Built In
Where it all began…
In 1951 SF Fire Credit Union first opened its doors from a modest 10′ × 15′ office space in 17 Engine. It was from those humble beginnings—where everyone pitched in to help one another in their community—that the organization forged its way of business forever. Today, the San Francisco-based credit union has grown to $1.7B in assets and a membership that extends from the regional firefighters we trace our roots back to throughout our many neighbors in San Francisco, San Mateo and Marin Counties. Our members benefit from the ideas and principles that have shaped us: Shared trust, continuous innovation of products and services, competitive rates, and excellent member service. These qualities foster a true sense of member-ownership and strengthen the credit union’s bond with the people for whom this credit union was created.
What we stand for…
There are a few things we look for those we hire at SF Fire Credit Union, regardless of role or team.
First, do they align with our values?
Be Personal – Walk the Member/Employee Path
Be a Leader – Empower, Collaborate, Own
Be Outside the Box – Innovate, Educate, Engage
Be Real – Integrity and Transparency Matter
Be the Connection – Serve our Community
Second, will they thrive in a culture like ours, where we default to trust, embrace feedback, and desire to innovate? Finally, do they share our vision to help empower members to accomplish their dreams and build lasting financial security in whatever way is most relevant to their role?
What it feels like…
Most days it feels more like going to work with a big family. Whether it’s a pot luck lunch, baking birthday cakes for colleagues in the kitchen, or after-hours get together, we’re here to do a great job and have a good time while doing it! We value a good sense of humor, are motivated by a higher purpose, and always bring an “in-this-together” attitude. While we’re driven to do great work, we also value real work/life balance.
Is This the Career for You?
The Financial Analyst is responsible for supporting a broad range of key functions within the Treasury department. This includes budgeting/forecasting, financial statement analysis, profitability, liquidity, asset-liability management (ALM), modeling, and reporting. The Financial Analyst is a key enabler in driving business growth.
What You’ll Be Doing
What We Look For In You
Salary
This compensation range takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. At SFFCU, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range for the San Francisco Market is an annual salary of $86,000 to $129,000.
In 1951 SF Fire Credit Union first opened its doors from a modest 10′ × 15′ office space in 17 Engine. It was from those humble beginnings—where everyone pitched in to help one another in their community—that the organization forged its way of business forever. Today, the San Francisco-based credit union has grown to $1.7B in assets and a membership that extends from the regional firefighters we trace our roots back to throughout our many neighbors in San Francisco, San Mateo and Marin Counties. Our members benefit from the ideas and principles that have shaped us: Shared trust, continuous innovation of products and services, competitive rates, and excellent member service. These qualities foster a true sense of member-ownership and strengthen the credit union’s bond with the people for whom this credit union was created.
What we stand for…
There are a few things we look for those we hire at SF Fire Credit Union, regardless of role or team.
First, do they align with our values?
Be Personal – Walk the Member/Employee Path
Be a Leader – Empower, Collaborate, Own
Be Outside the Box – Innovate, Educate, Engage
Be Real – Integrity and Transparency Matter
Be the Connection – Serve our Community
Second, will they thrive in a culture like ours, where we default to trust, embrace feedback, and desire to innovate? Finally, do they share our vision to help empower members to accomplish their dreams and build lasting financial security in whatever way is most relevant to their role?
What it feels like…
Most days it feels more like going to work with a big family. Whether it’s a pot luck lunch, baking birthday cakes for colleagues in the kitchen, or after-hours get together, we’re here to do a great job and have a good time while doing it! We value a good sense of humor, are motivated by a higher purpose, and always bring an “in-this-together” attitude. While we’re driven to do great work, we also value real work/life balance.
Is This the Career for You?
The Financial Analyst is responsible for supporting a broad range of key functions within the Treasury department. This includes budgeting/forecasting, financial statement analysis, profitability, liquidity, asset-liability management (ALM), modeling, and reporting. The Financial Analyst is a key enabler in driving business growth.
What You’ll Be Doing
- Support the development of the strategic plan, annual budget, and ongoing forecasts.
- Utilize and maintain the Workday Adaptive Planning system, including the development of models, reports, and dashboards within the system and using Adaptive OfficeConnect for ad-hoc analysis.
- Collaborate with business unit leaders across the organization to understand the key drivers behind financial performance and develop tools and resources to drive insights and facilitate data-driven decision making.
- Support liquidity processes including development of a cash flow model.
- Assist with profitability reporting and analysis which includes managing the processes related to cost allocation and funds transfer pricing (FTP).
- Support and manage the Board financial package as well as the Asset Liability Committee
- (ALCO) reporting package and other management reporting.
- Conduct ad-hoc modeling, analysis, and special projects as requested.
- Identify and drive continual process improvements.
What We Look For In You
- Bachelor’s degree in Finance, Accounting, Economics, or related field.
- Strong analytical, problem-solving, and critical thinking skills.
- Strong written and verbal communication skills, with the ability to present financial insights clearly to business partners and leadership.
- 3+ years of experience in Treasury or FP&A within a bank or credit union or 3+ years in public accounting with experience in the banking industry.
- Experience with enterprise performance management (EPM) software and Asset-Liability Management (ALM) software highly preferred, including tools such as Workday Adaptive Planning.
- Highly proficient with Microsoft Excel required.
- Experience with data automation, reporting, and analytics tools such as Power Query, Power BI, SQL and Snowflake strongly preferred; data extraction, transformation, and visualization skills are highly preferred.
- Excellent time/project management skills. Demonstrates a strong work ethic, accountability, and attention to detail.
Salary
This compensation range takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. At SFFCU, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range for the San Francisco Market is an annual salary of $86,000 to $129,000.
Skills Required
- Bachelor's degree in Finance, Accounting, Economics, or related field
- 3+ years of experience in Treasury or FP&A within a bank or credit union or public accounting
- Experience with performance management and ALM software, preferably Workday Adaptive Planning
- Highly proficient with Microsoft Excel
- Experience with data automation, reporting, and analytics tools, such as Power Query, Power BI, SQL, Snowflake
- Strong analytical, problem-solving, and critical thinking skills
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The Company
What We Do
Founded in 1951 by firefighters for firefighters, we are a credit union dedicated to building financial success in our community. Today, we continue to serve firefighters while also extending membership to those who live, work, or attend school in San Francisco, San Mateo, or Marin counties. Just as firefighters protect the physical security of the community, our institution protects its financial security. Unlike banks, we are a not-for-profit cooperative owned and operated by members like you. We are defined by our commitment to member-first service, community engagement, and innovation.
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