Remote Data analyst Jobs in Fairfield, CA

Schedule : Monday - Friday 9 : 00am-5 : 30pm, 40 hours / week / Hybrid - 2-3 days in-office Candidates must live within a reasonable commuting distance of the communities served by Travis Credit Union, which include the following counties : Alameda, Colusa, Contra Costa, Merced, Napa, Placer, Sacramento, San Joaquin, Solano, Sonoma, Stanislaus, and Yolo. For hybrid and remote roles, candidates are still required to reside within a commutable distance of our corporate headquarters in Vacaville, California. We are unable to sponsor or assume sponsorship of employment visas for this position. Candidates must have current authorization to work in the U.S. (no sponsorship available). Summary : The Travis Credit Union (TCU) Financial Analyst is responsible for developing and implementing analytics and reporting solutions for the Accounting & Finance division of the organization. The Financial Analyst creates value for the organization by synthesizing data from multiple sources and liaising with other departments to share insights with respect to growth trends, profitability, potential efficiencies, and other knowledge which will help run the business more effectively. Profile :

• Provides reporting and analytics focused on but not limited to budgeting; asset-liability management modeling (ALM); interest rate risk; liquidity management; balance sheet allocation; profitability; product pricing methodologies; cost-benefit analysis; static pool tracking; dividend verification and deposit analytics; financial trends; and ad-hoc analysis.
• Maintains and runs various financial analytical software systems and models, both in-house and 3rd party, including but not limited to : Prologue General Ledger; Vantage Budgeting; 3rd party Asset / Liability Management (ALM) Model; DNA Profit Vision; Visible Equity Loan Analytics; DNA Core; Callahan Peer-to-Peer; Travis Intelligence Database.
• Reconciles financial data between systems and models to ensure consistent, detailed and summary reporting to be provided to management, ALCO, and other end-users.
• Monitors and measures risk in accordance with the metrics outlined in TCU's policies : Asset-Liability Management; Concentration Risk; Investment; Liquidity Management.
• Coordinates data gathering from each department for annual budget. Performs quarterly re-forecasts. Evaluates budget and what-if scenarios versus historical data, performs other budgeting duties as assigned.
• Performs profitability analyses and develops pricing models to ensure product offerings are appropriately priced.
• Ensures Budget, 3rd party ALM Model, Profitability Model, and Loan Analytics Model data is reconciled and uploaded. Develops and maintains financial analytics and reporting using modeling output.
• Responsible for : daily share and loan balancing; deposit analytics; quarterly peer analysis; monthly dividend verification; establishing benchmarks for financial performance.
• Accurately prepares reports for monthly ALCO and Board meetings.
• Serves as a Finance Liaison to other departments as it relates to other functions and projects. Serves as TCU Liaison to : third-party software providers; entities that report on our financial data (Callahan, Raddon Financial Group, etc.).
• Determines methods and procedures on new assignments and may coordinate activities of other personnel for projects.

Skills :

Experience Associate Financial Analyst

Financial Analyst

Compensation :

Our compensation philosophy considers various factors, including the scope and responsibilities of the position, as well as a candidate's experience, education / training, and key skills. Benefits :

At Travis Credit Union, we prioritize the well‐being of our employees and their families by providing a comprehensive Total Rewards program that supports their health, welfare, and financial security. In turn, this enables our employees to focus on delivering exceptional service to our members and meeting the goals of the credit union. Eligible employees enjoy a robust benefits package, which includes :

Travis Credit Union is an Affirmative Action Employer.

EOE / Individuals with Disabilities / Veteran Status