About the Senior Financial Analyst Role at Robert Half

Robert Half is proud to partner with a leading credit union in San Jose, California to find an exceptional Senior Financial Analyst for a long-term contract position. This pivotal role offers the opportunity to drive financial performance and support strategic initiatives in the dynamic credit union industry. Located in the heart of Silicon Valley, this position combines advanced financial analysis with collaborative teamwork to deliver actionable insights that shape organizational success.

As a Senior Financial Analyst, you will leverage your expertise in financial modeling, variance analysis, and data mining to provide critical support to senior management and the Asset/Liability Committee. This role demands a proactive analytical mindset, proficiency in complex financial processes, and the ability to translate data into strategic recommendations. Join Robert Half's network of top finance professionals and contribute to a mission-driven organization committed to member services and financial excellence.

Key Responsibilities

• Conduct in-depth financial analysis to assess organizational performance metrics and pinpoint opportunities for operational improvements and cost efficiencies.
• Build and maintain sophisticated financial models that forecast scenarios, evaluate risks, and inform high-stakes strategic decisions across departments.
• Execute comprehensive variance analysis, reconciling actual results with budgets and forecasts to uncover discrepancies and recommend corrective actions.
• Produce tailored ad hoc financial reports and dashboards responding to evolving business queries, ensuring timely delivery of actionable intelligence.
• Apply advanced data mining techniques to sift through large datasets, extracting key financial insights that drive informed decision-making.
• Partner closely with the Asset/Liability Committee, delivering expert analysis on interest rate risks, liquidity management, and balance sheet optimization.
• Craft polished financial reports, presentations, and executive summaries that communicate complex data clearly to senior leadership and stakeholders.
• Champion data integrity by validating financial information, supporting robust planning, budgeting, and forecasting cycles.
• Track and analyze market trends, economic indicators, and regulatory changes specific to the credit union sector to anticipate impacts on operations.
• Lead initiatives to adopt industry best practices in financial operations, enhancing efficiency, accuracy, and compliance standards.

Required Qualifications for Senior Financial Analyst

To excel in this Senior Financial Analyst position through Robert Half, candidates must possess a robust blend of technical expertise and industry knowledge. A Bachelor's degree in Finance, Accounting, Economics, or a related discipline is required, with advanced certifications such as CFA or CPA highly preferred. You bring 5+ years of progressive experience in financial analysis, ideally within credit unions, banking, or financial services.

Essential skills include mastery of Excel (advanced functions, pivot tables, VBA), financial modeling software, and data analytics tools like SQL or Tableau. Demonstrated experience with variance analysis, forecasting, and Asset/Liability management is critical. Strong communication skills are non-negotiable, as you'll regularly present findings to executive teams. The ideal candidate thrives in fast-paced environments, excels at monitoring economic trends, and is passionate about implementing financial best practices.

Why Join Us Through Robert Half?

Partnering with Robert Half means accessing unparalleled career support, from personalized job matching to exclusive training resources. This long-term contract in San Jose offers competitive pay estimated at $120,000-$160,000 annually, reflecting Silicon Valley market rates for senior roles. Enjoy benefits like health coverage, 401(k) matching, PTO, and hybrid flexibility.

Work in a collaborative credit union environment focused on innovation and community impact. Robert Half provides SEO-optimized exposure to top opportunities, skill-building webinars, and a vast professional network. Advance your career in financial analysis while contributing to strategic growth in one of California's most vibrant finance hubs. Apply now to elevate your expertise with Robert Half!