Skip to content
CV Rocket
Get started
How it worksThe enginePricingBlogContactSign in

Open nowPosted 5 days ago

Financial Analyst - RETURNSHIP ELIGIBLE

Travis Credit Union18 open roles

Pay
$82,680 – $102,128 a year
Where
Vacaville, CA, United States
Get the CV for this job

From $25 per CV, paid once. No subscription.

Your applicationOpen nowFinancial Analyst - RETURNSHIP ELIGIBLETravis Credit Union · Vacaville, CA, United States

  1. YouYes, apply to this one.

  2. CV RocketCV written for this posting.

  3. 25 readersRecruiter, hiring manager, skeptic. Round after round.

  4. CV RocketApplied on Travis Credit Union's own form.

The reply lands in your private mailbox

3×more interviews than doing it yourself with ChatGPT.

The clock on this job

Early applications get read.

7.8% of postings close within 7 days. Measured by our own scanner across the market.

Share of postings closed within
  1. 1.7%1 day
  2. 3.5%3 days
  3. 7.8%7 days
  4. 14.6%14 days
  5. 34.1%30 days
This job: posted 5 days ago

The posting

This role is RETURNSHIP ELIGIBLE. Click here for more information: Returnship Program | Careers | Travis Credit Union

Schedule: Monday - Friday 8:30am-5:30pm (with some flexibility), 40 hours/week / Hybrid - 2-3 days in-office

Candidates must live within a reasonable commuting distance of the communities served by Travis Credit Union, which include the following counties: Alameda, Colusa, Contra Costa, Merced, Napa, Placer, Sacramento, San Joaquin, Solano, Sonoma, Stanislaus, and Yolo. For hybrid and remote roles, candidates are still required to reside within a commutable distance of our corporate headquarters in Vacaville, California.

We are unable to sponsor or assume sponsorship of employment visas for this position. Candidates must have current authorization to work in the U.S. (no sponsorship available).

Summary: The Travis Credit Union (TCU) Financial Analyst is responsible for developing and implementing analytics and reporting solutions for the Accounting & Finance division of the organization. The Financial Analyst creates value for the organization by synthesizing data from multiple sources and liaising with other departments to share insights with respect to growth trends, profitability, potential efficiencies, and other knowledge which will help run the business more effectively.

Profile:

  • Provides reporting and analytics focused on but not limited to budgeting; asset-liability management modeling (ALM); interest rate risk; liquidity management; balance sheet allocation; profitability; product pricing methodologies; cost-benefit analysis; static pool tracking; dividend verification and deposit analytics; financial trends; and ad-hoc analysis.
  • Maintains and runs various financial analytical software systems and models, both in-house and 3rd party, including but not limited to: Prologue General Ledger; Vantage Budgeting; 3rd party Asset/Liability Management (ALM) Model; DNA Profit Vision; Visible Equity Loan Analytics; DNA Core; Callahan Peer-to-Peer; Travis Intelligence Database.
  • Reconciles financial data between systems and models to ensure consistent, detailed and summary reporting to be provided to management, ALCO, and other end-users.
  • Monitors and measures risk in accordance with the metrics outlined in TCU’s policies: Asset-Liability Management; Concentration Risk; Investment; Liquidity Management.
  • Coordinates data gathering from each department for annual budget. Performs quarterly re-forecasts. Evaluates budget and what-if scenarios versus historical data, performs other budgeting duties as assigned.
  • Performs profitability analyses and develops pricing models to ensure product offerings are appropriately priced.
  • Ensures Budget, 3rd party ALM Model, Profitability Model, and Loan Analytics Model data is reconciled and uploaded. Develops and maintains financial analytics and reporting using modeling output.
  • Responsible for: daily share and loan balancing; deposit analytics; quarterly peer analysis; monthly dividend verification; establishing benchmarks for financial performance.
  • Accurately prepares reports for monthly ALCO and Board meetings.
  • Serves as a Finance Liaison to other departments as it relates to other functions and projects. Serves as TCU Liaison to: third-party software providers; entities that report on our financial data (Callahan, Raddon Financial Group, etc.).
  • Determines methods and procedures on new assignments and may coordinate activities of other personnel for projects.

Skills:

  • Basic understanding of accounting, balance sheets, income statements, depository institutions, and Asset Liability Management.
  • Strong analytical skills, highly organized, ability to prioritize workload and manage multiple assignments and deadlines simultaneously.
  • Reasoning ability - capable of logical, critical thinking. Ability to use logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusion or approaches to complex problems. Ability to define problems, collect data, establish facts and draw valid conclusions.
  • Detail-oriented and able to perform functions with accuracy and on rigid schedules.
  • Accuracy and attention to detail are paramount as errors in reporting can lead to material misstatements in both regulatory and public arenas, potentially resulting in financial penalties.
  • Effective, professional verbal and written communication skills.
  • Ability to work with all levels of the credit union staff.
  • Proficient in Microsoft Office suite of products.
  • Advanced Excel skills to include macro experience.
  • Budgeting software, General Ledger package, and reporting software experience is helpful.

Experience

Financial Analyst

  • Bachelor's degree in finance, Accounting, Statistics, Data Analytics Economics, Business, or related field; or an advanced degree without experience; or equivalent related professional experience.
  • Minimum 2 years finance related work experience, preferably in the financial services and/or banking industry.
  • Thorough understanding of financial statements, budgeting, forecasting, and ALM. Effective use of databases (Tableau, Power BI, or Oracle) using user interface and/or coding languages (e.g., SQL or DAX) to query relevant data.

Senior Financial Analyst

  • Reports directly to assigned department management.
  • Bachelor's degree in finance, Accounting, Statistics, Data Analytics Economics, Business, or related field and a minimum of 5 years of related work experience; or a Master’s degree and 3 years of experience; or equivalent work experience.
  • Thorough understanding of financial statements, budgeting, forecasting, liquidity forecasting, and ALM.
  • Effective use of databases (Tableau, Power BI, or Oracle) using user interface and/or coding languages (e.g., SQL or DAX) to query relevant data.
  • Promotion Considerations:
  • Significant contributor to an intra-department liaising program to enhance growth and profitability, ALM, operational efficiencies, and expense control.

Compensation:

  • Financial Analyst: Grade 15 - $82,680.00/annually - $102,128.00 annually is commensurate with experience.
  • Sr. Financial Analyst: Grade 17 - $98,238.40 - $121,347.20 annually is commensurate with experience.

Our compensation philosophy considers various factors, including the scope and responsibilities of the position, as well as a candidate’s experience, education/training, and key skills.

Benefits:

At Travis Credit Union, we prioritize the well‑being of our employees and their families by providing a comprehensive Total Rewards program that supports their health, welfare, and financial security. In turn, this enables our employees to focus on delivering exceptional service to our members and meeting the goals of the credit union.

Eligible employees enjoy a robust benefits package, which includes:

  • Competitive medical, dental, and vision insurance
  • Mental health and wellness programs
  • Employee performance incentive plan
  • Merit-based salary increases
  • 401(k) program with immediately vested employer match
  • Generous holiday and vacation policies
  • Exclusive TCU perks such as employee loan and credit card discounts

Travis Credit Union is an Affirmative Action Employer. EOE / Individuals with Disabilities / Veteran Status

From $25, paid onceGet the CV for this job

What happens when you press

One press. We do the rest.

  1. A CV for this posting

    Written against Travis Credit Union's own wording, from every piece of relevant proof in your profile.

  2. 25 readers review it

    Recruiter, hiring manager, skeptic and more read every draft, round after round. You get the best round.

    The review screen in CV Rocket: how each CV was read, round by round.

  3. We apply on Travis Credit Union's form

    Our application engine gets through the hardest forms there are. Where a question needs you, AI suggests the best answer. Don't want us applying from our IP addresses? Use our Chrome extension: we apply straight from your own browser.

    An application in CV Rocket: every answer filled in on the employer's form.

  4. Every reply, sorted

    Travis Credit Union's answer lands in your private mailbox, and we classify it on arrival: interview, question, rejection.

    The CV Rocket inbox: each employer reply classified as an interview, an action or a rejection.

  5. Reply with AI

    AI helps you write the email, checks it and sends it. We show you whether the recruiter read it.

  6. The interview in your calendar

    Full integration with your calendar. The invitation goes straight in.

    An interview invitation in the CV Rocket inbox, added to the candidate's calendar.
Get the CV for this job

From $25 per CV, paid once. No subscription.

Why it works

3×

more interviews than doing it yourself with ChatGPT.

ChatGPT writes a CV and never learns what happened to it. We see every reply. For each CV we know:

  • How it was written, and how the review scored it
  • When we applied, and how long after the posting went up
  • Which posting, which company, which city
  • Who got the interview, and who heard nothing

That is how we know which CVs get called.

Get the CV for this job

From $25 per CV, paid once. No subscription.

The numbers game

More applications. More interviews.

Every application goes out with its own CV, written for that posting and paid once. Send enough of them and the law of large numbers finds you the job.

Get the CV for this job
By hand5–10
With CV Rocket100
applications a day

Nearby

Live postings like this one

Same employer first, then the same role elsewhere.

Before you press

Straight answers

Get the CV for this job

From $25 per CV, paid once. No subscription.

What if my background isn't good enough?

We make the most of the background you have. The CV uses every piece of relevant proof your profile holds, and one of the 25 readers reads your whole profile and flags what the CV left out.

Do you really apply for me?

Yes, on the employer's own form, the hardest ones included. Where a question needs you, you answer it right there and AI suggests the best answer. Don't want us applying from our IP addresses? Use our Chrome extension: we apply straight from your own browser.

Is it a subscription?

No. You pay once per CV, from $25. Every application goes out with its own CV, written for that posting.

One job. One CV.
Paid once.

Pick the posting you want. We write for it, apply for you and catch the reply.

Get the CV for this job

From $25 per CV, paid once. No subscription.