Financial Data Analyst II

Posted 3 Days Ago
Raleigh, NC, USA
In-Office
Mid level
Financial Services
The Role
Analyze and compile financial data to support budgeting, forecasting, and decision-making. Perform data collection, validation, reconciliation, and visualization. Assist process improvements and automation, maintain financial databases and reports, collaborate cross-functionally, and support senior analysts on research and special projects.
Summary Generated by Built In

If you are motivated and believe in the credit union philosophy of "People Helping People," join our team!

Responsibilities:

  • Compile, organize, and analyze financial information in support of budgeting, forecasting, and decision-making processes.  This may require financial data analysis, trend recognition, and research as well as the preparation of visualizations and presentations under supervision.
  • Conduct data collection, normalization, validation, and reconciliation tasks to ensure accuracy and completeness of data.
  • Assist in developing and implementing process improvements and automated solutions.
  • Collaborate with cross-functional teams to gather data and insights for projects.
  • Contribute to the maintenance and optimization of financial databases, spreadsheets, and systems.
  • Support senior analysts in conducting financial research and special projects.

Required Knowledge, Abilities, Skills:

  • Data Mining Techniques
  • Data Visualization
  • Programming for Data Analytics (e.g., Python or R)
  • Business Statistics
  • Database Management (e.g. SQL)
  • Financial Modeling Skills
  • Knowledge of Excel, Tableau, Microsoft Power BI and various coding languages (VBA, R, Python, SAS) are essential to the success of this position.
  • Prior experience developing and executing queries and/or reporting for data sets required.
  • Ability to analyze data, draw conclusions to make recommendations and communicate effectively with others in an understandable manner.
  • Capability to identify and document data quality issues, limitations and gaps that may exist.
  • Demonstration of sound judgment in actions and decision-making.
  • Ability to organize work effectively and follow through on work activities and deliverables.
  • Capacity to multi-task and work effectively with exacting deadlines.
  • Ability to demonstrate flexibility and evolve with an ever-changing environment.
  • Attention to detail.

Desired Knowledge, Abilities, Skills

  • A good working knowledge in financial software and tools including the Workday suite of products (Prism, Accounting Center, Adaptive Planning, Office Connect and Reporting)
  • Financial Accounting Principals
  • Managerial Accounting Techniques
  • Predictive Analytics
  • Advanced Spreadsheet Modeling
  • Business Intelligence Tools
  • Advanced Financial Accounting Concepts
  • Financial Statement Analysis Techniques

Required Education:  Bachelor’s in Information Technology, Data Analytics, Accounting, Business, Finance or related Field

Desired Education: Master’s in in Information Technology, Data Analytics, Accounting, Business, Finance or related Field. CPA Certification is also acceptable

Required Relevant Experience: 2 – 5 Years

Special Position Requirements:

  • Sitting for prolonged periods
  • Computer for prolonged periods

SECU provides equal employment opportunity to all qualified persons regardless of race, color, religion, age, sex, sexual orientation, gender identity, national origin, genetic information, disability, veteran status, or other classification protected by law.

Disclaimer

State Employees' Credit Union reserves the right to fill this role at a higher/lower level based on business need.

Skills Required

  • Data Mining Techniques
  • Data Visualization
  • Programming for Data Analytics (e.g., Python or R)
  • Business Statistics
  • Database Management (e.g. SQL)
  • Financial Modeling Skills
  • Knowledge of Excel, Tableau, Microsoft Power BI and coding languages (VBA, R, Python, SAS)
  • Prior experience developing and executing queries and/or reporting for data sets
  • Ability to analyze data, draw conclusions, make recommendations and communicate effectively
  • Ability to identify and document data quality issues, limitations and gaps
  • Demonstration of sound judgment in actions and decision-making
  • Ability to organize work effectively and follow through on deliverables
  • Capacity to multi-task and work effectively with exacting deadlines
  • Ability to demonstrate flexibility and evolve with a changing environment
  • Attention to detail
  • Bachelor's in Information Technology, Data Analytics, Accounting, Business, Finance or related field
  • 2 - 5 Years relevant experience
  • Ability to sit and use a computer for prolonged periods
  • Working knowledge of Workday suite (Prism, Accounting Center, Adaptive Planning, Office Connect and Reporting)
  • Financial Accounting Principles
  • Managerial Accounting Techniques
  • Predictive Analytics
  • Advanced Spreadsheet Modeling
  • Business Intelligence Tools (advanced)
  • Advanced Financial Accounting Concepts
  • Financial Statement Analysis Techniques
  • Master's in Information Technology, Data Analytics, Accounting, Business, Finance or related field or CPA

SECU Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about SECU and has not been reviewed or approved by SECU.

  • Retirement Support Immediate 100% vesting and a 200% employer match on employee 401(k) contributions from 1–5% of pay (up to a 10% employer match) stand out. This level of support is described as unusually rich among financial‑services employers.
  • Leave & Time Off Breadth 11 paid holidays plus 16 floating‑holiday hours, paid parental and caregiver leave, bereavement and volunteer time, and PTO that can reach 32 days per year with carryover up to 280 hours. These provisions provide predictable time off and flexibility across life events.
  • Healthcare Strength Medical (PPO or HDHP) with HSA/FSA options, dental including a minor‑child orthodontia option, and vision are available for employees and eligible dependents. Employer‑paid basic life/AD&D and short‑term disability, with subsidized long‑term disability, add robust income protection.

SECU Insights

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The Company
HQ: Raleigh, NC
4,327 Employees
Year Founded: 1937

What We Do

Even though we're North Carolina's largest credit union, we're still just "people helping people." We currently serve over 2.6 million members through more than 270 branch offices - and growing! Members have 24/7 access to account services from over 1,100 ATMs, as well as via phone, our website, and the SECU Mobile App. Since 1937, we've provided financial services to employees of the State of North Carolina, public boards of education, and employees of associations formed for the benefit of State employees, as well as their immediate family members. We are the trusted provider of financial services for millions of members. And, according to Forbes Magazine, we're the best credit union in North Carolina. State Employees' Credit Union (SECU) is an Equal Housing Opportunity lender and federally insured by NCUA. SECU provides equal employment opportunity to all qualified persons regardless of race, color, religion, age, sex, sexual orientation, gender identity, national origin, genetic information, disability, veteran status, or other classification protected by law.

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