Senior Financial Analyst

Job Details

Job Location

Sunset - Los Angeles, CA

Remote Type

Hybrid

Position Type

Full Time

Education Level

4 Year Degree

Salary Range

$79190.18 - $118785.26 Salary

Travel Percentage

None

Job Shift

Day

Job Category

Finance

Description

The Senior Financial Analyst plays a pivotal role in supporting the Credit Union’s financial strategy and operational excellence. This position partners closely with the Senior Manager of Finance to lead core financial reporting functions, including budgeting, profitability analysis, cash flow forecasting, and product performance evaluation. The analyst contributes to board-level reporting and provides actionable insights that drive informed decision-making across departments. This role demands a high level of analytical rigor, attention to detail, and cross-functional collaboration.

Key Responsibilities:

Financial Management

Prepare financial statements, profitability reports, credit risk analyses, and cash flow forecasts
Maintain and update the CECL reserve model with monthly calculations.
Assist in preparing board and committee reports, including the Finance Board Packet, ALCO, Pricing Committee, and Finance Committee.
Collaborate on annual budget development and periodic reforecasts.

Quality Assurance

Review monthly and quarterly reports for accuracy prior to distribution.
Present financial analyses with clarity and precision, ensuring leaders understand methodologies and outcomes.
Recommend pricing and product strategies to senior leadership.

Teamwork & Cooperation

Build strong relationships with department leaders to support financial literacy and budget ownership.
Provide ad-hoc analyses to inform operational decisions and enhance business processes.

Productivity & Innovation

Support the implementation of new financial models and platforms.
Identify opportunities to streamline workflows and improve reporting efficiency.
Document procedures to ensure continuity and consistency.

Qualifications

Education: High school diploma or equivalent (required); Bachelor’s degree in finance, Accounting, or related field (required).
Experience:
- Minimum of 3 years in Finance, with extensive experience in financial reporting and complex modeling.
- Technical Skills: Advanced Excel skills; familiarity with financial platforms and modeling tools.
- Demonstrated expertise in financial forecasting and modeling within the financial services industry (Credit Union experience preferred).
- Ability to build and interpret financial analyses related to budgets, operations, and strategic planning.
- Skilled in assessing lending and deposit performance, investment strategies, and credit risk.
- Proficient in benchmarking peer performance and pricing using industry standards.
- Advanced reporting capabilities using Excel, Jack Henry ProfitStars, and nCino Portfolio Analytics.
Soft Skills:
- Excellent verbal and written communication skills.
- Strong time management and adaptability in a fast-paced environment.
- Advanced analytical and organizational skills.
- Proficiency in spreadsheet modeling, including pivot tables and macros.
- Problem solving and attention to detail.

Water and Power Community Credit Union is an Equal Employment Opportunity Employer. We are committed to fostering a diverse, equitable, and inclusive work environment. The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. All personnel may be required to perform duties outside of their normal responsibilities from time to time, as needed. Job duties, like positions, change and evolve over time. If the employee is unsure what is expected, he/she should meet with their manager.

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Category	Examples
A. Identifiers	A real name or alias; postal address; signature; home phone number or mobile phone number; bank account number, credit card number, debit card number, or other financial information; physical characteristics or description; email address; account name; Social Security number; driver's license number or state identification card number; passport number; or other similar identifiers.
B. Professional or employment-related information	Current or past job history, performance evaluations, disciplinary records, workplace injury records, disability accommodations, and complaint records.
C. Emergency contact information	Emergency contact information, such as the name, phone number, address and email address of another person in the context of having an emergency contact on file.
D. Administration of benefits	Personal information necessary for us to collect and retain to administer benefits for you and another personal relating to you (e.g., your spouse, domestic partner, and dependents), such as their name, Social Security Number, date of birth, telephone number, email, and address.
E. Protected classification characteristics under state or federal law	Age (40 years or older), race, color, ancestry, national origin, citizenship, religion or creed, marital status, medical condition, physical or mental disability, sex (including gender, gender identity, gender expression, pregnancy or childbirth and related medical conditions), sexual orientation, veteran or military status, genetic information (including familial genetic information).
F. Non-public education information (per the Family Educational Rights and Privacy Act (20 U.S.C. Section 1232g, 34 C.F.R. Part 99)).	Educational records directly related to a student maintained by an educational institution or party acting on its behalf, such as grades, transcripts, class lists, student schedules, student identification codes, student financial information, or student disciplinary records.
G. Commercial information	Records of personal property, products or services purchased, obtained, or considered, or other purchasing or consuming histories or tendencies.
H. Biometric information	Genetic, physiological, behavioral, and biological characteristics, or activity patterns used to extract a template or other identifier or identifying information, such as, fingerprints, faceprints, and voiceprints, iris or retina scans, keystroke, gait, or other physical patterns, and sleep, health, or exercise data.
I. Internet or other similar network activity	Browsing history, search history, information on a consumer's interaction with a website, application, or advertisement.
J. Geolocation data	Physical location or movements. For example, city, state, country, and ZIP code associated with your IP address or derived through Wi-Fi triangulation; and, with your permission in accordance with your mobile device settings, and precise geolocation information from GPS-based functionality on your mobile devices.
K. Sensory data	Audio, electronic, visual, thermal, olfactory, or similar information.
L. Inferences drawn from other personal information.	Profile reflecting a person’s preference, characteristics, psychological trends, predispositions, behavior, attitudes, intelligence, abilities, and aptitudes.

Category	Examples
A. Identifiers	A real name or alias; postal address; signature; home phone number or mobile phone number; bank account number, credit card number, debit card number, or other financial information; physical characteristics or description; email address; account name; Social Security number; driver's license number or state identification card number; passport number; or other similar identifiers.
B. Professional or employment-related information	Current or past job history, performance evaluations, disciplinary records, workplace injury records, disability accommodations, and complaint records.
C. Emergency contact information	Emergency contact information, such as the name, phone number, address and email address of another person in the context of having an emergency contact on file.
D. Administration of benefits	Personal information necessary for us to collect and retain to administer benefits for you and another personal relating to you (e.g., your spouse, domestic partner, and dependents), such as their name, Social Security Number, date of birth, telephone number, email, and address.
E. Protected classification characteristics under state or federal law	Age (40 years or older), race, color, ancestry, national origin, citizenship, religion or creed, marital status, medical condition, physical or mental disability, sex (including gender, gender identity, gender expression, pregnancy or childbirth and related medical conditions), sexual orientation, veteran or military status, genetic information (including familial genetic information).
F. Non-public education information (per the Family Educational Rights and Privacy Act (20 U.S.C. Section 1232g, 34 C.F.R. Part 99)).	Educational records directly related to a student maintained by an educational institution or party acting on its behalf, such as grades, transcripts, class lists, student schedules, student identification codes, student financial information, or student disciplinary records.
G. Commercial information	Records of personal property, products or services purchased, obtained, or considered, or other purchasing or consuming histories or tendencies.
H. Biometric information	Genetic, physiological, behavioral, and biological characteristics, or activity patterns used to extract a template or other identifier or identifying information, such as, fingerprints, faceprints, and voiceprints, iris or retina scans, keystroke, gait, or other physical patterns, and sleep, health, or exercise data.
I. Internet or other similar network activity	Browsing history, search history, information on a consumer's interaction with a website, application, or advertisement.
J. Geolocation data	Physical location or movements. For example, city, state, country, and ZIP code associated with your IP address or derived through Wi-Fi triangulation; and, with your permission in accordance with your mobile device settings, and precise geolocation information from GPS-based functionality on your mobile devices.
K. Sensory data	Audio, electronic, visual, thermal, olfactory, or similar information.
L. Inferences drawn from other personal information.	Profile reflecting a person’s preference, characteristics, psychological trends, predispositions, behavior, attitudes, intelligence, abilities, and aptitudes.

Senior Financial Analyst

Job Details

Description

Qualifications

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