Financial Data Analyst

About The Company Foothill Credit Union is a reputable financial institution rooted in the San Gabriel Valley, dedicated to serving the community for decades. We proudly support educators, healthcare professionals, municipal employees, families, and over 250 local businesses with a mission to enhance members' financial health. Recognized for excellence, Foothill Credit Union holds a Five-Star Rating from Bauer Financial, ranking among the best in the industry. In 2025, we were named the top credit union in California for overall value delivered to members among peer institutions with assets between $700 million and $1 billion, according to Callahan & Associates. Additionally, we received the Diamond Awards from America's Credit Union in 2025 and 2026 for marketing excellence. Beyond numbers, we are community advocates, engaging in partnerships, events, sponsorships, and fundraising efforts to support the thriving San Gabriel Valley. When you join our team, you become part of a mission-driven organization committed to making a tangible difference in people's lives. About The Role We are seeking a detail-oriented and analytical Financial Data Analyst to join our dynamic team in a hybrid capacity based out of Arcadia, CA. This role is pivotal in transforming complex financial data into actionable insights that drive strategic decision-making. The ideal candidate will leverage advanced tools such as Excel, Power BI, SQL, and AI solutions to develop innovative reporting, automation, and data visualization capabilities. You will collaborate across multiple departments including Finance, Lending, Marketing, Operations, Digital Banking, and Data & Financial Performance to support organizational growth and efficiency. This position offers a unique opportunity for a professional passionate about finance and technology, eager to contribute to a community-focused organization while advancing their career in financial analysis and business intelligence. Qualifications Bachelor’s degree in Finance, Accounting, Economics, Business Analytics, or Business Administration Master’s degree in related fields (preferred) Minimum of two (2) years of experience in financial analysis, accounting, business intelligence, data analysis, or banking Experience within financial services, credit unions, or banking is preferred Proficiency in Microsoft Excel (Pivot Tables, Power Query, Lookup Functions, etc.) Knowledge of Financial Modeling and budgeting fundamentals Experience with SQL, Power BI, and AI tools for reporting and automation Excellent communication, writing, and presentation skills Strong analytical and problem-solving abilities Ability to work collaboratively across teams and manage multiple priorities effectively Responsibilities Prepare monthly variance analyses comparing actual results to budgets and prior periods Assist in annual budget development and quarterly forecasting processes Create financial models and conduct ad hoc analyses to support decision-making Analyze financial trends, identify anomalies, and recommend actions Develop and maintain Power BI dashboards and automated reports to improve reporting efficiency Utilize SQL queries to retrieve and validate data for accuracy and consistency Monitor key performance indicators (KPIs) and prepare comprehensive business performance reports Support asset/liability management and risk analyses related to loans, deposits, and portfolio performance Assist with ROI analyses for marketing campaigns and strategic initiatives Contribute to process improvements by automating manual tasks and leveraging AI tools Collaborate with various departments to understand reporting needs and translate business requirements into technical solutions Ensure compliance with regulatory and internal reporting standards Support internal and external audits by providing necessary financial documentation and analyses Present insights and recommendations to management and stakeholders effectively Benefits 100% coverage of Medical, Dental, and Vision insurance for team members 401(k) plan with company match Profit-sharing plan Paid holidays and paid time off Loan discounts and additional perks Opportunities for professional development and growth Equal Opportunity Foothill Credit Union is an Equal Opportunity Employer and does not discriminate against any team member or applicant based on race, color, sex, age, national origin, religion, sexual orientation, gender identity, veteran status, disability, or any other protected class under federal, state, or local law. We are committed to fostering an inclusive and diverse workplace where all individuals are valued and respected.