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Stanford Federal Credit Union · 1 month ago

Senior Financial Reporting Analyst

Palo Alto, CA, US

Full-time

Hybrid

Senior Level

$90K/yr - $115K/yr

5+ years exp

Stanford Federal Credit Union is a $4.5 billion company with a mission to improve financial lives. The Senior Financial Reporting Analyst will be responsible for creating and automating financial reports, utilizing various software tools, and collaborating with the finance division to ensure reporting consistency and accuracy.

Financial Services

No H1B

Responsibilities

Learn and utilize our slate of existing and new tools for deadline driven and ad hoc reporting

Create new financial reports with various software e.g. Domo, PowerBI, SQL, Adobe, Excel, and other reporting software

Create derivative and extract reporting from various vendors, data sources, canned system reports, and other outputs

Work through a roadmap of official finance division reports

Automate/improve current reports using efficiency tools available

Implement and utilize new reporting software, including software for: deposits, loans, and policy limit reports, and credit union competition/comparison/trend analysis tool

Work with the Controller and CFO on reporting consistency and formatting outputs across the division

Document procedures and QC checklists for current and newly developed reports, including training/how-to’s on new reports

Work with the accounting, lending, and business intelligence teams to document and formalize a reporting matrix for the finance division

Utilize software to improve efficiency e.g. utilize RPA, upload non-financial user fields/accounts into established databases, utilize reporting templates, batch jobs, saved queries, etc

Work with the 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 e.g. CECL, capital at risk, ALM model validation, product level profitability, etc

Qualification

Financial ReportingSQLDomoExcelData AnalysisAnalytical SkillsOrganizational SkillsCommunication Skills

Required

A four-year degree (BS, BA, BSC, etc.) from an accredited College or University with a major or academic focus in the subject of accounting, finance, economics, mathematics, data science; or equivalent combination of education and experience

Five or more years related experience in a business intelligence, financial reporting, financial analyst, accounting analyst, public accounting, financial consulting, banking analyst, or otherwise relevant role

Utilize business information tools and other software solutions as appropriate, to develop reporting outputs for departments, ad-hoc analysis, trend analysis, etc

Proficiency or the ability to quickly become proficient with tools and systems used including Domo, SQL, Excel, and other reporting and data manipulation, and report visualization tools

Ability to analyze data for reasonableness, to apply common sense understanding to carry out instructions; ability to deal with problems involving several concrete variables in dynamic or static situations

Ability to read, analyze, and interpret general business information, and to effectively present information in reporting outputs, and then respond to questions from groups of managers, clients, customers, and others

Experience with validating reporting relevance, accuracy, reliability, understandability, and comparability

Experience providing financial information in a visibly clear and interesting manner, and that is useful to decision makers

Strong analytical, prioritization, and organization skills