Top 64 Fp&a analyst Jobs in San Ramon Ca

SR Financial Analyst
Patelco Credit Union —Dublin, CA
- $105,004 - $131,259 a year
- Full-time
- Bachelor of Science
- Office
- Finance
- Paid holidays
- Health insurance
Financial Planning & Analysis (FP&A) Analyst
Delta Dental —Oakland, CA
- $56,900 - $119,200 a year
- Full-time
- Hybrid work
- Background check
- Oracle
- Microsoft Outlook
- Paid holidays
- Health insurance
Senior Financial Planning & Analysis (FP&A) Analyst
Delta Dental —Oakland, CA
- $71,400 - $149,500 a year
- Full-time
- Hybrid work
- Background check
- Oracle
- Microsoft Outlook
- Paid holidays
- Health insurance
Lead Financial Analyst
Peterson CAT —San Leandro, CA
- $129,000 - $155,000 a year
- Full-time
- Background check
- Pass drug screening
- Office
Quick Apply
Analyst, Financial Planning & Analysis
Ross Stores —Dublin, CA
- $81,000 - $121,800 a year
- Hybrid work
- Microsoft Excel
- Research
- Mid-level
Strategic Finance Analyst (Remote)
Integrated Pain Management Medical Group, Inc. —Walnut Creek, CA
- $80,000 - $138,000 a year
- Full-time
- Remote
- Contracts
- Senior level
- Paid holidays
- Health insurance
Quick Apply
Senior Treasury Analyst
Oura —San Francisco, CA
- $99,450 - $140,000 a year
- Remote
- Microsoft Excel
- Oracle
- Office
- Paid holidays
- Health insurance
Principal Financial Analyst
Abbott Laboratories —Pleasanton, CA
- $100,000 - $200,000 a year
- Full-time
- 5 years
- Office
- Finance
- Health insurance
- Tuition reimbursement
7d
Senior Analyst, Financial Planning & Analysis
Ross Stores —Dublin, CA
- $96,700 - $146,050 a year
- Hybrid work
- Mid-level
- Office
- Analysis skills
Staff Analyst, R&D Engineering FP&A
Form Energy, Inc —Berkeley, CA
- $147,959 - $184,966 a year
- Full-time
- Hybrid work
- Mid-level
- Finance
- 8 years
- Paid parental leave
- Relocation assistance
Quick Apply
14d
FP&A Analyst
Nova Ltd. —Fremont, CA
- $160,000 - $180,000 a year
- Oracle
- Bachelor of Science
- Finance
Quick Apply
Senior FP&A Analyst
Owner.com —San Francisco, CA
- $120,000 - $196,000 a year
- Full-time
- Remote
- SQL
- Analysis skills
- QuickBooks
- Health insurance
Quick Apply
6d
Senior Corporate FP&A Analyst
Lambda —San Francisco, CA
- $169,000 - $197,000 a year
- Full-time
- Hybrid work
- Mid-level
- Office
- Finance
- Health insurance
- Dental insurance
13d
Sr Analyst, Finance – Corporate FP&A
Gap Inc. —San Francisco, CA
- $96,700 - $125,700 a year
- Full-time
- Research
- Office
- GAAP
- Store discount
- Employee stock purchase plan
Senior Financial Analyst
Abbott Laboratories —Alameda, CA
- $90,000 - $180,000 a year
- Full-time
- Office
- Microsoft Office
- 3 years
- Health insurance
- Tuition reimbursement
Finance & Cost Analyst
Legrand —Union City, CA
- $65,000 - $85,000 a year
- Full-time
- Hybrid work
- ERP systems
- Office
- Finance
- Health insurance
- Dental insurance
Quick Apply
7d
Senior Financial Analyst, Products & Technology
Okta —San Francisco, CA
- $117,000 - $161,000 a year
- Hybrid work
- Office
- 3 years
- Finance
Quick Apply
Senior Analyst, Strategic Analytics
Motive —San Francisco, CA
- $129,000 - $177,000 a year
- Remote
- 7 years
- SQL
- Analysis skills
Quick Apply
Senior Financial Analyst
Oura —San Francisco, CA
- $172,550 - $203,000 a year
- Hybrid work
- Writing skills
- Office
- SQL
- Paid holidays
- Health insurance
Financial Analyst 4
Adobe —San Francisco, CA
- $102,300 - $196,450 a year
- Full-time
- Bachelor of Science
- Finance
- Bachelor's degree

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SR Financial Analyst

Patelco Credit Union -
Dublin, CA

Apply Now

Job Details

Full-time
$105,004 - $131,259 a year

Benefits

Paid holidays
Health insurance
Dental insurance
Tuition reimbursement
Paid time off
On-the-job training
Employee assistance program
Vision insurance
Life insurance

Qualifications

SQL
Data-driven problem-solving
Python

Full Job Description

About Patelco Credit Union:

Patelco Credit Union is a not-for-profit credit union with a purpose to build financial health and wellbeing for our members. Since 1936, Patelco has grown from $500 in assets to over $9 billion in assets and is the 7th largest credit union in California with branches throughout Northern California.

We are here for our members throughout all their stages of life. Meeting them with the products and services to help them plan purposefully for their futures and to secure our life-long partnership as their trusted financial advocate. As one team, we are all committed to delivering service, empowering financial literacy, creating products, and providing new technology for our members.

We believe that work should be rewarding, challenging, and enjoyable. We’re dedicated to creating a positive and supportive culture where our team members can thrive. If you’re looking to use your skills and knowledge to make a difference in our members’ lives, Patelco could be the perfect fit for you.

Overview:

The Senior Financial Analyst is a critical role within the Finance organization. This individual will provide the essential data points needed to assist senior management in making decisions around profitability and help drive the strategic direction of the business. This will be accomplished through utilizing complex financial models to better understand the impact of macroeconomic variables on our lending and deposit products. The ability to extract and understand the interrelationships of systems and data from the Core system is a critical component of this role.

They will work closely with the lines of business to provide direction with the monthly forecast and help challenge assumptions, as well as perform ad-hoc profitability analysis. As such, the ability to collaborate cross-functionally within all levels of the organization in order to obtain a wholistic view is essential.

The Senior Financial Analyst will regularly participate in highly visible, strategic projects. They will support Patelco’s vision and mission, and the department’s focus on service, quality, efficiency, and teamwork. Importantly, this role is essential to Patelco’s strategic goal of crossing the next regulatory hurdle, the $10 billion threshold.

Position is in-office at our Dublin,California Headquarters.

Responsibilities:

Essential Duties

Fundamentally, the FP&A team will utilize their technical acumen to elevate the team by providing next level analytics, dashboards, and presentations
Develop, maintain, and enhance complex financial models for forecast, and planning processes
Utilize macro-economic forecasts to perform sensitivity analysis of portfolio drivers and how portfolios are impacted by key indicators
Ensure accuracy and consistency of finance and accounting reports based on knowledge of systems and GAAP reporting standards
Partner with business units across the organization to provide recommendations on strategic changes to the business by utilizing summarized financial data modeling tools
Lead model validation and process documentation efforts on behalf of the finance team
Oversee the monthly maintenance and analysis of budget software; make recommendations regarding income and expense allocation and ensure that the GL and planning databases are in sync. Near term project includes the implementation of a new budgeting system, Empyrean.
Analyze internal and external drivers of credit union performance and trends; make recommendations for alternative performance measures based on in-depth understanding of Patelco’s goals. Provide insightful commentary to executive leadership.
Inspect performance-to-date metrics and assess potential risks and opportunities
Provide additional ad-hoc analysis as needed for departmental and/or organizational projects

Functional Competencies

Continuously look for opportunities to improve processes throughout the organization and ways to positively impact the financial health of our members through increasing profitability
Demonstrate the ability to use “big picture thinking” to suggest ideas and solutions to challenges
Willingness to work independently, think objectively, and interpret meaningful and insightful narratives from both quantitative as well as qualitative data
The desire to help elevate more junior members of the team with a mentorship relationship.
Ability to work efficiently and prioritize multiple simultaneous requests with limited guidance, under tight deadlines while maintaining a quality output
Understand and support organizational metrics that are used to measure success
Exhibit the technical skills to bring together data from sources such as Snowflake and SQL Server in order to drive data analytics
Effectively communicate internally and externally; develop communications and presentations for senior management, committees, and other financial institutions.
Results oriented with willingness to roll up the sleeves and dive into data, processes, and analytics.
Ability to break down and solve complex problems with strong business acumen and data-driven techniques

Qualifications:

Bachelor's degree (B.A. or B.S.) from a four-year college or university with a concentration in accounting or finance. MBA or other graduate degree desirable
5+ years of experience in FP&A or finance division, preferably within the financial services industry
Ability to create and manipulate SQL databases with Python to extract Core data
Regular use of Empyrean and Prologue, or other planning tools and general ledger systems
Ability to navigate and communicate statistical results
Proficient in understanding the budgeting and forecasting process with in-depth knowledge of deposit or lending products
Superior Excel and PowerPoint skills working with large volumes of data, validate, using v-lookups and pivot tables, also formatting data in a clear, presentable way

Physical Activities/Requirements

Must be able to sit for extended periods of time
Position is located in Dublin HQ

Target Base Pay:

$105,004- $131,259 / yr

Compensation at Patelco:

Please note that the salary information is a general guideline only. Patelco Credit Union considers factors such as (but not limited to) scope and responsibilities of the position, candidate's work experience, education/training, key skills, internal peer equity, as well as market and business considerations when extending an offer. We offer a competitive total rewards package including a Short-Term Incentive (STI) program for all regular positions and a wide range of medical, dental, vision, financial, and other benefits.

We Offer:

Physical Health:
- Exceptional Medical, Dental, Vision, and Life Insurance benefits
- Onsite fitness center at HQ and rewards for completing wellness related activities
Financial Health:
- Competitive compensation packages with bonus opportunity
- 401(k) with 3% Safe Harbor and 5% employer match
- Discounts on loan products
- Tuition reimbursement
Emotional Health:
- Employee Assistance Program (EAP)
- PTO for part-time and full-time positions
- Paid holidays
Personal Development:
- On-the-job training and skills development
- Internal transfer opportunities for career growth
- Volunteer work
Flexible work arrangements available for specific positions

Patelco Credit Union is an Equal Opportunity Employer: disability/veteran

IND123

Apply Now

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