Sr. Financial Analyst

Job Description

Job Description

We are looking for a Sr. Financial Analyst to support strategic financial planning and performance reporting for our organization in Solano County, California. This role partners across departments to deliver insightful analysis related to budgeting, profitability, liquidity, and balance sheet performance while helping leadership make informed decisions. The ideal candidate brings strong financial modeling skills, advanced Excel expertise, and the ability to translate complex data into clear, accurate reporting for management and board-level audiences.

Responsibilities:

• Develop and deliver financial reports and analytical insights covering budget performance, profitability, liquidity, balance sheet trends, pricing, and other business metrics.

• Administer and operate internal and third-party financial models and analytical platforms, ensuring outputs are reliable and useful for decision-making.

• Lead budgeting support by collecting departmental inputs, preparing annual plans, updating quarterly forecasts, and evaluating scenario-based results against historical performance.

• Perform product and portfolio profitability reviews and build pricing analyses that support sound product strategy and financial returns.

• Reconcile, validate, and upload data used in budgeting, profitability, loan analytics, and asset-liability models, then transform model results into meaningful reporting.

• Complete recurring financial control and analysis activities such as share and loan balancing, deposit trend analysis, peer comparisons, dividend validation, and benchmark development.

• Prepare precise and timely materials for monthly management reporting and board presentations.

• Act as a key finance partner to internal teams as well as external data and software providers, supporting cross-functional initiatives and reporting needs.

• Contribute expertise in areas such as asset-liability management, concentration risk, investments, and liquidity monitoring while helping coordinate project work when needed.

• Bachelor’s degree in Finance, Accounting, Statistics, Data Analytics, Economics, Business, or a related discipline with at least 5 years of relevant experience; or a Master’s degree with 3 years of experience; or an equivalent combination of education and experience.
• Strong knowledge of financial statements, budgeting, forecasting, liquidity analysis, and asset-liability management within a financial institution environment.
• Demonstrated ability to analyze complex financial information, evaluate alternatives, and draw sound conclusions using structured reasoning.
• Advanced proficiency in Microsoft Excel, including macros, along with solid working knowledge of the Microsoft Office suite.
• Experience using reporting and data tools such as Tableau, Power BI, Oracle, or similar platforms to extract, analyze, and present information.
• Highly organized, with strong attention to detail and the ability to manage multiple priorities, meet firm deadlines, and maintain exceptional accuracy.
• Strong written and verbal communication skills with the ability to collaborate effectively across all levels of an organization.
• Familiarity with budgeting software, general ledger systems, reporting tools, and financial modeling applications is preferred.