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Database analyst • west covina ca
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Financial Analyst
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Financial Analyst
We're looking for a Financial Analyst to join our Finance team and help drive data-informed strategies that support our members and our mission. With your analytical mindset and attention to detail, you'll play a key role in forecasting, financial planning, and providing insights that help Rize grow responsibly and sustainably.
The listed salary range applies to candidates located in California. Compensation may vary based on location
What You'll Do
As a Financial Analyst, you'll dive deep into financial data to forecast trends, analyze performance, and support key strategic initiatives. You'll help ensure our financial models, reporting, and recommendations reflect both accuracy and innovation-all while keeping the member experience at the heart of every decision.
Forecasting & Reporting - Preparing financial forecasts, balance sheet and income projections, and monthly reports that guide leadership decisions.
Analysis & Insights - Monitoring cash flow, loan and deposit trends, and pricing to support profitability and growth.
Strategic Support - Assisting with budgeting, strategic planning, and ALCO reporting while developing models that support long-term financial health.
Data Management - Using SQL and financial modeling tools like PROFITstar to extract and analyze data, delivering clear, actionable insights.
Asset Liability Management - Running simulations, validating assumptions, and analyzing results to support sound balance sheet management.
Continuous Improvement - Recommending enhancements to improve financial processes, tools, and controls.
What We're Looking For
Experience
- 3-5 years of financial analysis experience, preferably within a financial institution
- Experience with Report Writers, GL Accounting Systems, Data Visualization Software
- Strong financial statement knowledge and understanding of the structure of a credit union's balance sheet and income statement
- Robust knowledge of financial operations of a credit union, including but not limited to, profitability, liquidity, credit risk, interest rate risk, ALM, loan and deposit pricing
- Experience in applying techniques used in analyzing and reporting financial information
- Knowledge of financial accounting and management techniques
- Experience & understanding of accounting principles (US GAAP)
Education / Certifications / Licenses
Computer Skills
Other Skills - Reasoning Ability
Why Rize?
At Rize, we believe financial services should be simple, human, and innovative. As part of our IT team, you'll help shape technology that makes life easier for our members and empowers our team members. We're a growing credit union with a culture that values collaboration, curiosity, and continuous improvement.