Financial Analyst Budget

Join Our Team

For over 70 years, Teachers Federal Credit Union has been committed to guiding members toward building a strong financial foundation today for a better tomorrow. Recognized by Forbes Magazine as one of Americas Best-In-State Credit Unions in 2025, Teachers has grown into one of the nations leading credit unions. As we expand our reach across the country, we remain focused on being both a Best Place to Bank and a Best Place to Work. From part-time roles to executive leadership positions, Teachers offers a wide range of meaningful career opportunities.

Summary:

The Financial Budget Analyst is responsible for analysis and activities to ensure operational effectiveness and integrity of the budgeting and forecasting process. The Analyst assists with the budgeting and forecasting implementation workflow processes.

Education and/or Experience:

• Bachelor degree in accounting or finance required
• Minimum three years related work experience is required.
• Financial and statistical reporting, design and preparation of financial models experience.
• Prior experience working with big data and profitability models preferred.
• Excellent communication and interpersonal skills
• Ability to work independently, multitask and meet deadlines.
• High level of proficiency in Microsoft Access, Microsoft Excel and Microsoft Word. Experience with Excel macros and power query a plus.
• Experience with Adaptive Planning, Axiom Planning, Empyrean, or similar budgeting systems preferred

Job Responsibilities:

• Supports the preparation of the capital and operational budget
• Responsible for budget and profitability analysis
• Tracks and reports on capital project budget verse actual spend and obtains feedback from the credit unions organizational units.
• Produces monthly financial statements and board reporting package.
• Assists with preparation, distribution and reporting of the budget and forecasting business unit workbooks and reports
• Assists with business unit training and support involving the budgeting process.
• Works with business units to develop forecast models for revenue and expenses.
• Uses budgeting software to track, monitor and continually manage departmental budgets.
• Responsible for obtaining, reviewing and incorporating economic data into applicable processes.
• Identifies trends in financial performance and provides recommendations for improvement.
• Produces a variety of key financial reports to support management decisions
• Ad hoc financial reporting
• *Performs other duties as needed upon request by immediate supervisor

Benefits of Joining the Teachers Team:

We provide a competitive compensation and benefits package that includes, but is not limited to:

• This position is eligible for our annual discretionary bonus program. Some positions within the credit union also qualify for quarterly performance incentives
• Paid time off for vacation, personal days, and holidays
• 401(k) company contribution
• Teachers pays 100% of Dental & Vision premium
• Tuition reimbursement is offered to full-time employees
• Exclusive employee discount of 0.96% APR on credit card loans and a 1.00% APR on all other loans through Teachers

The good faith range for this position is $75,000 - $90,000 per year. This range is an estimate, based on potential employee qualifications and operational needs. The salary may vary above and below the stated amounts, as permitted by applicable law.

All candidates will be subject to a background check, credit check, and drug test to determine employment eligibility. To learn more about Teachers and to view a full list of our job opportunities please visit https://www.teachersfcu.org/about/careers

Click here to view: California Privacy Notice

#LI-KM