Senior Financial Analyst

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Always be on the lookout for job scams! Learn more about identity theft Opens in new window Help information , opens a new window. Info First Job Previous Job 273 of 6,091 Next Job Last Job Share More Like This Between $38.23 and $47.79 Per Hour DOE (Depends on Experience) Senior Financial Analyst

SAN DIEGO METROPOLITAN CREDIT UNION

Occupation:

Financial and Investment Analysts

Location:

San Diego, CA - 92123

Job Type:

Regular, Full Time (30 Hours or More), Permanent Employment

Posted:

03/25/2026 Positions available: 1

Source:

CalJOBS

Web Site:

CalJOBS Onsite /

Remote:

Not Specified

Updated:

03/26/2026

Expires:

05/24/2026

Agency Job ID:

103 Job #: 19845472 Job Requirements and Properties Help for Job Requirements and Properties. Opens a new window. Work Onsite Full Time Education Bachelor's Degree Experience 60 Month(s) Age 18 and up Language English, Very Well Schedule Full Time Job Type Regular Duration Permanent Employment Hours 40 Hours Per Week Public Transit Available Benefits Job Description Help for Job Description. Opens a new window. Following established policies and procedures and under limited direction of the Assistant Vice President of Finance and Accounting, the Senior Financial Analyst provides broad-based finance assignments requiring advanced knowledge of finance theory and accounting principles. Main responsibilities include budgeting, forecasting, ALM (Asset-Liability Management), liquidity, investment, branch/product profitability analysis, peer reporting, cost center budget variance reporting, and ad-hoc analysis. Provide management with information necessary for decision-making. Ensure complete, accurate, and timely completion of financial records for the

Credit Union Essential Duties and Responsibilities:

1. Support the AVP/Finance and Accounting in day-to-day cash management and liquidity analysis, planning and reporting. 2. Analyze overall investment portfolio for performance improvement and risk analysis. Proactively identify opportunities for enhancement while balancing risk/reward. Create various monthly investment reports/analyses. Perform due diligence on approved investment brokers and financial analysis on (Federal Home Loan Bank of San Francisco) FHLB and Corporate Credit Union (Catalyst). Ensure investment broker/brokerage files are complete and accurate. 3. Prepare data for Asset-Liability Management (ALM) quarterly reporting with a focus on accuracy, internal controls, and process improvement. Act as an initial liaison with ALM vendor for questions relating to assumptions and results. Summarize results and create ALM quarterly reports for the ALCO Committee. 4. With the AVP/Finance and Accounting's direction, leads the preparation of the Credit Union's annual budget process. Coordinate and communicate with management to provide assumptions, information, and feedback. Develop and maintain the budget consolidation model. Create appropriate management and Board of Directors review materials for the annual budget. Develop and prepare monthly cost center budget variance reporting. 5. Work closely with management to prepare and develop financial forecast and risk analyses as needed for the Leadership Team. Work closely with the AVP/Finance and Accounting to assimilate and develop economic and industry information for integration into the forecasting process. 6. Responsible for the development and maintenance of branch and product profitability for the Credit Union. 7. Perform financial modeling and/or relevant financial analysis projects that will enhance the Leadership Team's understanding of financial performance. 8. Analyze and prepare all credit union peer group related data and reporting. 9. Responsible for developing, documenting, maintaining, and improving processes and internal controls related to finance-related functions. Ensure process documentation and desktop procedures are accurate and are updated timely. 10. Serve as a back-up for the

NCUA 5300

Call Report, streamline and improve the data collection and reporting process. 11. Act as a super-user for accounting and finance systems, develop reports to assist management and lead integration of systems as planned. 12. Maintain effective communication and coordination with Credit Union personnel and with management. 13. Other duties as assigned. Knowledge, Skills, and abilities required: 1. A Bachelor's Degree from an accredited college or university, with a concentration in finance. 2. Five to seven years of finance-related experience for financial institution is preferred. 3. Advanced spreadsheet skills are required. High level of proficiency in data analysis. Strong personal computer skills, including Microsoft Office (Word and PowerPoint). 4. Professional written and verbal communication skills. 5. Excellent collaborative skills and the ability to develop and maintain positive working relationships. Work involves extensive personal contact with others and is usually of a personal or sensitive nature. 6. A high degree of organization and the ability to handle multiple projects and deadlines. A high level of motivation and initiative. 7. Knowledge and understanding of the mission and vision of the Credit Union. Strictly adhere to the Credit Union's policy of confidentiality, security, professional conduct and dress.

SAN DIEGO METROPOLITAN CREDIT UNION

Is a Non-Profit employer with 4 locations http://wheelhousecu.com

Company Profile:

At Wheelhouse Credit Union we are committed to making a positive difference in the lives of our employees, our members and the community. We take pride in employing a team from all walks of life. Our success depends on teamwork, embracing our differences, effective communication and personal accountability. This means hard work and dedication to both individual tasks and the overall goals and objectives of our Credit Union. We are dedicated to providing a work place environment that reflects the Wheelhouse Way; ensuring members and employees experience the ultimate in service and expert banking, a work place that provides opportunities for employees who care about their coworkers and the members they serve. 50-99 employees Connect with

SAN DIEGO METROPOLITAN CREDIT UNION

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SAN DIEGO METROPOLITAN CREDIT UNION

San Diego, CA Computer and Information Systems Managers Regular | $109,311.00-$136,638.00 Year Preferred Employer 2 weeks ago

Summary:

Provide analysis, design, and troubleshooting of servers, tools, and desktops with the IT Administrator. Maintain and install infrastructure hardware and software. Oversee troubleshooting and resolution of LAN/WAN connectivity and performance issues with the Network Administrator. Monitor infrastructure stability and performance. Oversee performance of day-to-day administration of credit union's IT environment and timely completion of all related projects. Work with the Information Security Officer to ensure all data is secure, functional and recoverable. Manage internal staff ensuring that all networks, systems, and devices are well maintained and secure. Oversee and maintain relationships with outside service and equipment vendors for installations, upgrades and problem resolution. Evaluate and/or recommend purchases. Participate in and provide input to IT budget preparation. Manage staff to maintain proper coverage and ensure staff is cross trained and maintains all required certifications. Ensure smooth working relationships between IT and all internal areas.

Essential Duties and Responsibilities:

Manage and ensure on-going training of IT support staff administrators and technicians. Conduct performance reviews, recommend salary adjustments, and counsel staff toward optimum performance. Troubleshoot, maintain, and repair systems, devices, and networks ensuring maximum uptime and security at all times. Coordinate with other departments to provide systems analysis and support as needed. Ensure that systems are in place to maintain and easily retrieve historical knowledge to technical problem resolution, including job aids for all critical IT functions and components. Supervise, coordinate, and distribute help desk requirements, requests, and report activities to management and owners. Evaluate and recommend technology solutions when appropriate. Work with the Vice President to develop and enforce technology standards using technical, administrative and physical controls. Work with the Information Security Officer to maintain, recommend, monitor, test, implement and develop systems to improve security, fault tolerance, and data recovery. Report to management on status of network operations, end user support, project status, etc. Provide 7x24 on call support when required. Work off hours on systems to ensure operability during production hours. Schedule, coordinate, and design implementation/project plans for IT installations and upgrades. Maintain system inventory. Manage core credit union system ensuring uptime, integrated application operability, system reliability, and data center personnel oversight. Stand in for the VP, Information Technology in their absence or as needed to provide continuous support and problem resolution for all IT functions.

Knowledge, Skills, and Abilities Required:

Bachelor's Degree in technical field and minimum of four years of computer networking/systems integration experience. Experience in organization(s) with more than two sites and more than 50 users. Minimum of 1 year of management experience or five years in a lead position managing staff. Excellent verbal and written communication skills. Ability to identify tasks that may benefit from automation and build plans to accomplish. Managed and maintained VMWare server environment. Experience in utilizing standard methods of servers and workstation rollouts/deployment. Direct end user support as needed. Excellent collaborative skills and ability to develop and maintain positive working relationships is essential. Experience maintaining internal relationships and overseeing effective problem resolution. Knowledge and understanding of the mission and vision of the Credit Union. Strictly adhere to the Credit Union's policy of confidentiality, security, professional conduct and dress. Develop and enhance knowledge of CU core data processing application. Excellent understanding of IT networking and software technologies and tools. General Requirements (Outer) Skills (Inner) Specialized (Center) 0% Occupation 0% Education 0% Work Experience 0% Location 0% Salary N/A Job Skills N/A Shift N/A Min. Age N/A Drivers Lic. N/A DL Endorsements N/A Typing N/A Security Clearance N/A Language This chart is used to compare your background against this job to help to determine if you would be a good fit for this position. You match 0% of the General Job Requirements. You match 0% of the Skills Required, and you match 0% of the Specialized Job Requirements. End of interactive chart. View Share VP/Chief Lending Officer

SAN DIEGO METROPOLITAN CREDIT UNION

San Diego, CA Chief Executives Regular | $147,324.00-$196,312.00 Year Preferred Employer 6 weeks ago

Summary:

Direct and coordinate all lending activities within the Credit Union, ensuring compliance with Credit Union lending policies and applicable state and federal regulations. Plan, direct, and coordinate the development of lending policies, procedures, goals, and objectives.

Essential Duties and Responsibilities:

1. Supervise, motivate, educate, coach, mentor and evaluate the performance of the subordinate positions to include recommending salary adjustments, ensure on-going training, and counseling staff towards optimum performance. 2. Direct and monitor lending and collection operations through subordinate managers/supervisors. Establish annual goals related to lending programs. Monitor progress and ensure achievement of lending goals and objectives while also ensuring sufficient levels of loan quality are met in accordance with the Credit Union's philosophy, policies and criteria. 3. Chair Loan Committee. Arrange for loan applications to be presented to Loan Committee. Provide overview and recommendations to the committee to protect both the member and the Credit Union's loan assets while minimizing delinquency and loan losses. Inform the Loan Committee if the recommendations are considered an exception or outside of policy. Report all Loan Committee approvals and exceptions to the Board of Directors monthly. 4. Maximize portfolio growth and diversification through the establishment of effective strategic direction and business development for the Credit Union's lending products. 5. Serve on the Asset/Liability Committee and other committees as assigned. 6. Direct and oversee preparation of periodic lending reports for management. Ensure accuracy and completeness of information. Analyze loan data reports for corrective actions. 7. Respond to all audits and regulatory examinations in a timely manner. Oversee the corrective action in accordance with the agreement as needed. 8. Develop, propose, gain acceptance for, and implement lending program policy and strategy. Lead activity related to new product development as it relates to lending programs. 9. Monitor competitor rates and fees and stay up-to-date on developments and issues affecting lending products and services. 10. Oversee loan underwriting to ensure consistent application of Credit Union Policy, adequate documentation, and maintain the quality of Credit Union assets. Ensure the overall quality of the lending portfolio. 11. Contribute significantly to the formulation, development, implementation, and administration of Credit Union strategy, business goals, and objectives. 12. Develop and implement operating plans, projects, policies, and budgets for consumer and mortgage lending, ensuring risk mitigation and sound operating practices. 13. Register with the Nationwide Mortgage Licensing System and Registry (NMLS) and State of California Department of Insurance. Will be required to undergo a background check. Registration with the NMLS to be maintained on an annual basis. 14. Perform other duties as assigned.

Position Requirements and Qualifications:

1. Bachelor's degree in finance, business administration, or related field plus a minimum of five years' experience managing collections, consumer lending, and mortgage lending. 2. Thorough knowledge of banking practices, policies, procedures, operations, products, services, and regulations. 3. Knowledge of federal and state credit union laws, rules and regulations as they pertain to consumer and real estate lending and collections. 4. Thorough knowledge of business and management principles involved in strategic planning, resource allocation, human resources modeling, leadership technique, production methods, and coordination of people and resources. Considers the relative costs and benefits of potential actions and chooses the most appropriate one 5. Demonstrated supervisory ability. 6. Experience with establishing and using credit scoring systems and mortgage loan tracking systems. 7. Professional written and verbal communication skills. 8. Excellent collaborative skills and the ability to develop and maintain positive working relationships are essential. 9. A high degree of organization and the ability to schedule concurrent projects. 10. Proficiency with Microsoft Office products and database programs. 11. Knowledge and understanding of the mission and vision of the Credit Union. Strictly adhere to the Credit Union's policy of confidentiality, security, professional conduct and dress. General Requirements (Outer) Skills (Inner) Specialized (Center) 0% Occupation 0% Education 0% Work Experience 0% Location 0% Salary N/A Job Skills N/A Shift N/A Min. Age N/A Drivers Lic. N/A DL Endorsements N/A Typing N/A Security Clearance N/A Language This chart is used to compare your background against this job to help to determine if you would be a good fit for this position. You match 0% of the General Job Requirements. You match 0% of the Skills Required, and you match 0% of the Specialized Job Requirements. End of interactive chart. View Share See all jobs from

SAN DIEGO METROPOLITAN CREDIT UNION

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