FINANCIAL ANALYST - Budget

$78,312 - $114,920/Yr

Total Quality - Vacaville, CA

posted 5 months ago

Full-time - Mid Level
Remote - Vacaville, CA
Food Services and Drinking Places

About the position

The Financial Analyst position at Total Quality in Vacaville, CA, is a full-time role focused on developing and implementing analytics and reporting solutions for the Accounting & Finance division. The primary responsibility of the Financial Analyst is to create value for the organization by synthesizing data from multiple sources and collaborating with various departments to provide insights on growth trends, profitability, potential efficiencies, and other critical information that aids in effective business operations. In this role, the Financial Analyst will provide comprehensive reporting and analytics that encompass 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, deposit analytics, financial trends, and ad-hoc analysis. The analyst will maintain and operate various financial analytical software systems and models, including Prologue General Ledger, Vantage Budgeting, and other third-party tools. The position requires the reconciliation of financial data across systems to ensure accurate reporting to management and other stakeholders. The Financial Analyst will also monitor and measure risk in accordance with established policies, coordinate data gathering for the annual budget, perform quarterly re-forecasts, and evaluate budget scenarios against historical data. Additionally, the analyst will conduct profitability analyses and develop pricing models to ensure competitive product offerings. The role involves preparing reports for monthly ALCO and Board meetings and serving as a liaison between finance and other departments, as well as third-party software providers.

Responsibilities

  • Develop and implement analytics and reporting solutions for the Accounting & Finance division.
  • Synthesize data from multiple sources to provide insights on growth trends and profitability.
  • Provide reporting and analytics focused on budgeting, ALM, interest rate risk, and liquidity management.
  • Maintain and run various financial analytical software systems and models.
  • Reconcile financial data between systems to ensure consistent reporting.
  • Monitor and measure risk in accordance with established metrics and policies.
  • Coordinate data gathering from departments for the annual budget and perform quarterly re-forecasts.
  • Evaluate budget scenarios versus historical data and perform profitability analyses.
  • Prepare reports for monthly ALCO and Board meetings.
  • Serve as a liaison to other departments and third-party software providers.

Requirements

  • Bachelor's degree in Finance, Accounting, Statistics, Data Analytics, Economics, Business, or related field; or an advanced degree without experience; or equivalent related professional experience.
  • Minimum 2 years finance-related work experience, preferably in the financial services and/or banking industry.
  • Thorough understanding of financial statements, budgeting, forecasting, and ALM.
  • Effective use of databases (Tableau, Power BI, or Oracle) using user interface and/or coding languages (e.g., SQL or DAX) to query relevant data.
  • Strong analytical skills and ability to manage multiple assignments and deadlines.

Nice-to-haves

  • Master's degree in a related field.
  • Experience with budgeting software and General Ledger packages.
  • Advanced Excel skills including macro experience.

Benefits

  • 401(k)
  • Dental insurance
  • Health insurance
  • Paid time off
  • Vision insurance
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