Wescom Credit Union WeCare Foundation
Sr Data Analyst (Pasadena, CA)
Wescom Credit Union WeCare Foundation, Pasadena, California, United States, 91122
Sr Data Analyst (Pasadena, CA)Apply
Location:
Pasadena Administrative Office
Time Type:
Full time
Posted On:
Posted 7 Days Ago
Job Requisition ID:
W02514
Salary Grade:
160E
Salary Pay Range for This Position:
$98,900.00 - $148,400.00
POSITION SUMMARY:
Responsible for producing and analyzing reports to support the profitability and financial reporting functions of the credit union. May be accountable for the coordination, compilation, and distribution of financial data by junior staff. This position will conduct complex performance and opportunity assessments to inform decision-making, policy development, system development, and management. This position will sustain a key role in the design, implementation, and documentation of profitability solutions, streamline report development and production, integrate financial systems and data, and sustain and navigate ongoing evolution of financial reporting needs.
ESSENTIAL POSITION FUNCTIONS:
Support existing processes and implement change requirements as part of a structured change control request.
Problem solve issues that arise in day-to-day running of automated processes and provide timely responses and solutions as required.
Work within project planning constraints, communicate any identified project risks and issues to the delivery/project manager accordingly and provide inputs to the change control process.
Maintain accurate employee hierarchies and vendor lists in the current Invoice/Expense Reporting platform.
Maintain spend and revenue category within the ledger account in Workday.
Provide coaching and/or mentoring to team members by sharing comprehensive knowledge of financial systems and financial subject matter while providing training and technical support for Finance’s system applications such as Workday, Concur, Adaptive Insights, Axiom, WCUFinance.com.
Prepare materials related to the monthly budget variance, branch performance, organizational profitability, and product profitability reports.
Maintain data warehouse components consisting of GL data extracts, membership totals, and loans and shares data to ensure high levels of data accuracy and availability for reporting and analysis.
Document the methodology supporting the allocation rules and analysis of the organizational and product profitability solutions.
Develop communications supporting future enhancements, and the potential use or leveraging of the Axiom system for business units and functions.
Develop and maintain specialized knowledge of accounting and financial concepts, activity-based costing, funds transfer pricing, and application to the organization’s profitability measurement process.
Produce Ad-Hoc reports as needed.
Ensure accuracy of NCUA 5300 Call Report.
Mentor and train team members.
EDUCATION, EXPERIENCE, SKILLS AND ABILITIES:
Bachelor’s degree in Finance, Computer Science, Information Systems, or equivalent experience.
Five (5) years of finance or accounting experience, preferably within a financial institution.
Proficiency in database platforms and languages (SQL, Oracle, Access).
Advanced proficiency in MS Excel.
Proficiency in Microsoft Business Intelligence Studio (SQL, SSRS, SSIS, SSAS).
Four (4)+ years experience of .Net programming (C#, VB Script) or Java application development.
Strong analytical and problem-solving skills.
Demonstrated ability to meet deadlines.
Strong attention to detail and accuracy.
Strong analytical and communications skills.
Financial statement knowledge and a moderate understanding of the structure of the credit union's balance sheet and income statements preferred.
Working knowledge of basic investment math, statistical concepts, and forecasting.
Experience and/or knowledge of Syntellis Axiom and Sendero ALM, FTP, DMS products.
Experience with Concur.
Experience with Symitar.
Familiarity with Access, SQL, and Web-based applications desired.
COMPUTER SKILLS:
Proficient in Microsoft applications (Word, Excel, Outlook). Must be proficient in technology applications including the Credit Union’s operating system and specialized software required for performance of position.
MATHEMATICAL SKILLS:
Ability to add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rates, ratios, and percentages.
PHYSICAL DEMANDS:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is frequently required to stand; walk; sit; use hands to finger, handle or feel; reach with hands and arms, climb or balance, stoop kneel, crouch, crawl; talk or hear and taste or smell. The employee must occasionally lift and/or move up to 10 pounds. Vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and ability to adjust focus.
WORK ENVIRONMENT:
This position may qualify as Remote or Hybrid with a home base at one of Wescom’s offices. The Remote or Hybrid status may be discontinued by Wescom in its sole discretion at any time and for any reason or no reason, with or without notice by Wescom or Employee.
The work environment characteristics described here are representative of those an employee encounters while performing functions of this job.
The noise level in the work environment is moderately quiet. It is a non-smoking environment.
The above job requirements are representative of minimum levels of knowledge, skills, and abilities. The marginal functions have not been included. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
This job description in no way implies that these are the only duties to be performed. An employee will be required to follow any other job-related instructions and duties as requested by the supervisor and/or management.
NOTE:
If you are applying for a Hybrid/Remote position, please note applicants are required to reside within our Wescom service areas which are defined as the following counties: Los Angeles, Orange, San Bernardino, Riverside, Ventura, Santa Barbara, San Diego, Imperial, Fresno, Kern, Kings, Madera, Merced, Mariposa, Monterey, San Benito, San Joaquin, San Luis Obispo, Santa Cruz, Stanislaus, and Tulare counties.
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Location:
Pasadena Administrative Office
Time Type:
Full time
Posted On:
Posted 7 Days Ago
Job Requisition ID:
W02514
Salary Grade:
160E
Salary Pay Range for This Position:
$98,900.00 - $148,400.00
POSITION SUMMARY:
Responsible for producing and analyzing reports to support the profitability and financial reporting functions of the credit union. May be accountable for the coordination, compilation, and distribution of financial data by junior staff. This position will conduct complex performance and opportunity assessments to inform decision-making, policy development, system development, and management. This position will sustain a key role in the design, implementation, and documentation of profitability solutions, streamline report development and production, integrate financial systems and data, and sustain and navigate ongoing evolution of financial reporting needs.
ESSENTIAL POSITION FUNCTIONS:
Support existing processes and implement change requirements as part of a structured change control request.
Problem solve issues that arise in day-to-day running of automated processes and provide timely responses and solutions as required.
Work within project planning constraints, communicate any identified project risks and issues to the delivery/project manager accordingly and provide inputs to the change control process.
Maintain accurate employee hierarchies and vendor lists in the current Invoice/Expense Reporting platform.
Maintain spend and revenue category within the ledger account in Workday.
Provide coaching and/or mentoring to team members by sharing comprehensive knowledge of financial systems and financial subject matter while providing training and technical support for Finance’s system applications such as Workday, Concur, Adaptive Insights, Axiom, WCUFinance.com.
Prepare materials related to the monthly budget variance, branch performance, organizational profitability, and product profitability reports.
Maintain data warehouse components consisting of GL data extracts, membership totals, and loans and shares data to ensure high levels of data accuracy and availability for reporting and analysis.
Document the methodology supporting the allocation rules and analysis of the organizational and product profitability solutions.
Develop communications supporting future enhancements, and the potential use or leveraging of the Axiom system for business units and functions.
Develop and maintain specialized knowledge of accounting and financial concepts, activity-based costing, funds transfer pricing, and application to the organization’s profitability measurement process.
Produce Ad-Hoc reports as needed.
Ensure accuracy of NCUA 5300 Call Report.
Mentor and train team members.
EDUCATION, EXPERIENCE, SKILLS AND ABILITIES:
Bachelor’s degree in Finance, Computer Science, Information Systems, or equivalent experience.
Five (5) years of finance or accounting experience, preferably within a financial institution.
Proficiency in database platforms and languages (SQL, Oracle, Access).
Advanced proficiency in MS Excel.
Proficiency in Microsoft Business Intelligence Studio (SQL, SSRS, SSIS, SSAS).
Four (4)+ years experience of .Net programming (C#, VB Script) or Java application development.
Strong analytical and problem-solving skills.
Demonstrated ability to meet deadlines.
Strong attention to detail and accuracy.
Strong analytical and communications skills.
Financial statement knowledge and a moderate understanding of the structure of the credit union's balance sheet and income statements preferred.
Working knowledge of basic investment math, statistical concepts, and forecasting.
Experience and/or knowledge of Syntellis Axiom and Sendero ALM, FTP, DMS products.
Experience with Concur.
Experience with Symitar.
Familiarity with Access, SQL, and Web-based applications desired.
COMPUTER SKILLS:
Proficient in Microsoft applications (Word, Excel, Outlook). Must be proficient in technology applications including the Credit Union’s operating system and specialized software required for performance of position.
MATHEMATICAL SKILLS:
Ability to add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rates, ratios, and percentages.
PHYSICAL DEMANDS:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is frequently required to stand; walk; sit; use hands to finger, handle or feel; reach with hands and arms, climb or balance, stoop kneel, crouch, crawl; talk or hear and taste or smell. The employee must occasionally lift and/or move up to 10 pounds. Vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and ability to adjust focus.
WORK ENVIRONMENT:
This position may qualify as Remote or Hybrid with a home base at one of Wescom’s offices. The Remote or Hybrid status may be discontinued by Wescom in its sole discretion at any time and for any reason or no reason, with or without notice by Wescom or Employee.
The work environment characteristics described here are representative of those an employee encounters while performing functions of this job.
The noise level in the work environment is moderately quiet. It is a non-smoking environment.
The above job requirements are representative of minimum levels of knowledge, skills, and abilities. The marginal functions have not been included. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
This job description in no way implies that these are the only duties to be performed. An employee will be required to follow any other job-related instructions and duties as requested by the supervisor and/or management.
NOTE:
If you are applying for a Hybrid/Remote position, please note applicants are required to reside within our Wescom service areas which are defined as the following counties: Los Angeles, Orange, San Bernardino, Riverside, Ventura, Santa Barbara, San Diego, Imperial, Fresno, Kern, Kings, Madera, Merced, Mariposa, Monterey, San Benito, San Joaquin, San Luis Obispo, Santa Cruz, Stanislaus, and Tulare counties.
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