Members Achieve More isn't just a tagline for us, it's part of everything we do! We're looking for passionate individuals to join our team to help us maintain that focus every day. Want to work somewhere that's remained strong for 90 years, that encourages you to learn, grow, and pursue your dreams? If yes, then read on...
The Financial Data Analyst III role is a strategic position that supports the organization’s financial decision making through data-driven insights and analysis. This is a highly analytical role that plays a critical part in informing strategic decisions related to balance sheet strategy, financial risk management, and portfolio performance by providing high-quality analysis, reporting, and data visualization. The Financial Data Analyst III is responsible for designing and delivering accurate reports and dashboards using advanced data visualization tools like Power BI. This role applies statistical analysis, architects’ data models, and collaborates with stakeholders to guide initiatives and ensure data integrity. This position requires deep financial knowledge, critical thinking, and the ability to translate complex data into actionable recommendations that align with organizational goals.
Performs work under minimal supervision. Handles complex issues and problems and refers only the most complex issues to higher-level staff. Possesses comprehensive knowledge of subject matter. Provides leadership, coaching, and/or mentoring to a subordinate group. May act as a lead or first-level supervisor.
Schedule: Monday - Friday, 8:00am -4:00pm. This position will be a hybrid model both in person and remote with minimum of onsite expectation of 40% or as needed.
In this position, you will
Deliver analytical support to the Strategic Finance team by providing timely, accurate data and insights that inform the evaluation of balance sheet strategies.
Bachelors (Required)
4-6 years’ experience in financial data analysis, bachelor’s degree in finance or economics, or related field, knowledge of analytical tools (i.e. PowerBI, Python, R, etc.). | Not Required
The Financial Data Analyst III role is a strategic position that supports the organization’s financial decision making through data-driven insights and analysis. This is a highly analytical role that plays a critical part in informing strategic decisions related to balance sheet strategy, financial risk management, and portfolio performance by providing high-quality analysis, reporting, and data visualization. The Financial Data Analyst III is responsible for designing and delivering accurate reports and dashboards using advanced data visualization tools like Power BI. This role applies statistical analysis, architects’ data models, and collaborates with stakeholders to guide initiatives and ensure data integrity. This position requires deep financial knowledge, critical thinking, and the ability to translate complex data into actionable recommendations that align with organizational goals.
Performs work under minimal supervision. Handles complex issues and problems and refers only the most complex issues to higher-level staff. Possesses comprehensive knowledge of subject matter. Provides leadership, coaching, and/or mentoring to a subordinate group. May act as a lead or first-level supervisor.
Schedule: Monday - Friday, 8:00am -4:00pm. This position will be a hybrid model both in person and remote with minimum of onsite expectation of 40% or as needed.
In this position, you will
Deliver analytical support to the Strategic Finance team by providing timely, accurate data and insights that inform the evaluation of balance sheet strategies.
- Design, develop, and maintain dynamic dashboards and reports using tools such as Power BI and statistical techniques (e.g., regression, ANOVA) to visualize key balance sheet metrics and early indicators, enabling proactive and informed decision-making.
- Develop predictive and analytical models to derive key assumptions used in scenario modeling and forecasting (i.e. predictive prepayment model, decay rates, pricing model, etc.)
- Create visualizations and summarize outputs from financial models, using profitability analysis, financial risk assessments, and balance sheet trends, to support strategic discussions and presentations.
- Produce business and economic insight reports that help connect internal performance with broader market and economic trends.
- Collaborate with key stakeholders to align reporting outputs with strategic priorities and operational needs.
- Serve as a mentor to analysts and business users in data analytics where your expertise will be instrumental in helping others build proficiency in data analysis, visualization, and interpretation.
- Ensure data integrity and security across reporting systems that support strategic decisions with data-driven insights.
Bachelors (Required)
4-6 years’ experience in financial data analysis, bachelor’s degree in finance or economics, or related field, knowledge of analytical tools (i.e. PowerBI, Python, R, etc.). | Not Required
About the company
Company website•Banking
Opened in 1934, PSECU was founded by 22 ordinary people who made an extraordinary commitment to each other: To create a financial institution where pooled resources benefit all members. Today, we are a full-service credit union serving more than 500,000 members with $7 billion in assets. As a not-for-profit financial institution, our goal remains to help our members and their families achieve a better life.
Be part of the story: www.psecu.com/join
PSECU is federally insured by the National Credit Union Administration. PSECU is an Equal Opportunity and Housing Lender. Social Media Terms: https://bit.ly/30YJfeq