Description We are looking for a skilled Financial Analyst to join our team in San Antonio, Texas. This Contract-to-permanent position involves providing in-depth financial analysis to support strategic decision-making within a credit union environment. The role requires strong collaboration with both internal teams and external partners to ensure the integrity and effectiveness of financial processes. Responsibilities: • Manage recurring data needs for Finance and Accounting, including monthly and quarterly data loads for interest rate risk monitoring and reporting. • Maintain and oversee financial systems such as Concur, nCino, and Axiom to ensure operational efficiency. • Validate and review financial models to ensure compliance, identify weaknesses, and recommend improvements to mitigate risks. • Collaborate with external consultants to produce regulatory-compliant reports and analyses. • Develop and automate financial reporting processes using data warehouse systems and software expertise. • Conduct detailed financial analyses to identify trends, opportunities, and risks, presenting findings to senior management. • Prepare accurate and timely month-end management and board reports, ensuring clarity and adherence to deadlines. • Support investment portfolio management by analyzing performance, overseeing reporting, and providing strategic recommendations. • Monitor liquidity positions and prepare projections for anticipated needs, delivering updates to senior management. • Lead the annual budgeting and forecasting processes, including variance analysis and strategic planning. Requirements • Minimum of 3 years of experience in financial analysis, modeling, and reporting. • Proficiency in advanced analytics, data mining techniques, and building automated reports within data warehouse systems. • Strong knowledge of asset liability management and funds transfer pricing. • Intermediate to advanced skills in Microsoft Excel and familiarity with tools such as SAP, Concur, and Axiom. • Excellent verbal and written communication skills, with the ability to present complex data to senior management. • Proven organizational skills and attention to detail. • Experience in financial planning, project planning, and forecasting models. • Knowledge of banking industry principles and regulatory compliance requirements. Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available including medical, vision, dental, life and disability insurance. Employees hired for our FTEP Program are also eligible to enroll in our company’s 401(k) or deferred compensation plan (if eligible). FTEP employees also earn paid time off for vacation, personal needs, and sick time and paid holidays. The amount of Choice Time Off (CTO) received varies based on years of service and is pro-rated based on the hours worked per week. A new FTEP employee earns up to 13 days of CTO and up to 10 paid holidays per calendar year. Learn more at roberthalfbenefits.com/Resources. © 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/us/en/terms) .