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Senior Financial Reporting Analyst
Senior Financial Reporting AnalystStanford Federal Credit Union • Palo Alto, CA, United States
Senior Financial Reporting Analyst

Senior Financial Reporting Analyst

Stanford Federal Credit Union • Palo Alto, CA, United States
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Join to apply for the Senior Financial Reporting Analyst role at Stanford Federal Credit Union .

1 day ago – Be among the first 25 applicants.

Salary

This range is provided by Stanford Federal Credit Union. Your actual pay will be based on your skills and experience – talk with your recruiter to learn more.

Base pay range : $90,000.00 / yr - $115,000.00 / yr

We’re on a mission to improve financial lives! If you’re a high‑energy, compassionate, and collaborative individual with a desire to make a difference, we encourage you to consider joining our SFCU team.

Members really do come first at Stanford FCU because we’re non‑profit and owned by our members. Our members work for Stanford University or some of the most innovative companies in Silicon Valley—and we provide them with the most generous financial benefits in our industry.

Stanford FCU is a $4.5 billion company with a global reach of over 95,000 members in 90 countries and growing. Come grow with us and see what it’s like to work for a Bay Area top workplace. As our CEO says, “we work hard, and we play hard.”

Hybrid – on site in Palo Alto, CA.

Who YOU are

  • A four‑year degree (BS, BA, BSC, etc.) from an accredited college or university with a major or academic focus in accounting, finance, economics, mathematics, data science, or equivalent combination of education and experience.
  • Five or more years of related experience in business intelligence, financial reporting, financial analysis, accounting analysis, public accounting, financial consulting, banking analysis, or another relevant role.
  • Experience utilizing business information tools and other software solutions to develop reporting outputs, ad‑hoc analysis, trend analysis, etc.
  • Proficiency or the ability to quickly become proficient with tools and systems such as Domo, SQL, Excel, and other reporting and data manipulation and visualization tools.
  • Strong analytical, prioritization, and organizational skills.
  • Ability to analyze data for reasonableness, apply common sense, and handle problems involving several variables in dynamic or static situations.
  • Ability to read, analyze, and interpret general business information and effectively present information in reporting outputs, and respond to questions from managers, clients, customers, and others.
  • Experience validating reporting relevance, accuracy, reliability, understandability, and comparability.
  • Experience providing financial information in a clear, interesting manner useful to decision makers.

What you’ll do

  • Learn and utilize our slate of existing and new tools for deadline‑driven and ad‑hoc reporting.
  • Create new financial reports using software such as Domo, Power BI, SQL, Adobe, Excel, and other reporting tools.
  • Create derivative and extract reports from various vendors, data sources, canned system reports, and other outputs.
  • Work through a roadmap of official finance‑division reports.
  • Automate and improve current reports using efficiency tools available.
  • Implement and utilize new reporting software, including tools for deposits, loans, and policy limit reports, and credit union competition / comparison / trend analysis.
  • Work with the Controller and CFO on reporting consistency and formatting across the division.
  • Document procedures and QC checklists for current and newly developed reports, and provide training for new reports.
  • Work with accounting, lending, and business intelligence teams to document and formalize a reporting matrix for the finance division.
  • Use software to improve efficiency, such as RPA, uploading non‑financial user fields / accounts to established databases, utilizing reporting templates, batch jobs, saved queries, etc.
  • Work with accounting, lending, and business intelligence teams on report creation for management, ALCO, the Board, and other reports requested by management.
  • Execute on reports assigned by the assigned deadlines, audits, requests, and other requirements.
  • Work with the Controller, CFO, and CLO on advanced analysis such as CECL, capital at risk, ALM model validation, product‑level profitability, etc.
  • Benefits

  • 100% covered employee medical, dental, vision, life / AD&D, and short‑term disability insurance for the employee; 50% paid for dependents.
  • Quarterly incentives up to 10% of your salary (based on position).
  • Employer 401(k) matching up to 5% plus additional annual discretionary contributions.
  • Education reimbursement up to $5,200 / year.

  • Employee recognition program with cash incentives.
  • Commuter toll reimbursement $100–$200 / month (based on position).
  • Wellness benefits up to $1,200 per year.
  • Paid sick time accrues at two weeks per year.
  • Paid vacation time accrues at three weeks per year.
  • Paid Federal banking holidays (approximately 11 per year).
  • Ongoing training and education, seminars, and conferences.
  • Loan rate discounts on some products (vehicle, mortgage and HELOC loans).
  • Waived fees and deposit bonuses on Stanford FCU accounts.
  • Flex health / transit plan availability.
  • Employee Assistance Program with free counseling, legal assistance, and daycare resources.
  • If you are ready for this awesome opportunity (or know somebody who is) please contact us today.

    Stanford Federal Credit Union provides competitive pay ranges based on factors such as scope and responsibilities, qualifications needed for the position, and external market pay for comparable positions.

    SFCU does not provide work visa sponsorship or accept visa transfers for any positions.

    Stanford Federal Credit Union is an equal‑opportunity employer as to all protected groups, including protected veterans and individuals with disabilities.

    Seniority level

    Mid‑Senior level

    Employment type

    Full‑time

    Job function

    Accounting / Auditing and Finance

    Industries

    Banking

    Referrals increase your chances of interviewing at Stanford Federal Credit Union by 2x.

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