• Senior Financial Analyst

    Job Locations US-CA-San Diego
    Job ID
    Job Type
    Regular Full-Time
    Accounting and Finance
  • Description:

    BofI Federal Bank [NASDAQ: BOFI] with over $9 billion in assets, is one of the fastest growing internet banks in the nation and is rated in the top 5 of online banks in the country!   We are very forward thinking, technologically sophisticated, and a pioneer in our industry!   


    We are looking for a creative, intuitive Senior Financial Analyst to join the Financial Reporting & Accounting team to assist in database analysis and report creation using SQL Server (SSMS, SSRS), Tableau, K2 Blackpearl, Oracle Business Intelligence and Excel.


    Overview of responsibilities include:   


    • Develop SQL based reports utilizing SSMS, SSRS, Oracle and Tableau.
    • Develop/implement system applications that support all accounting and financial functions for the Bank
    • Act as a leader in the creation of the company-wide budget
    • Develop workflows utilizing K2 Blackpearl
    • Assist in the development and administration of the team's Sharepoint page
    • Accurately report on completed projects, including benefits
    • Project management:  Develop project management activities and tracking, communicate with stakeholders and deliver projects on time

    Key Skill Sets or Knowledge Requirements:

    • Financial analysis and financial reporting experience
    • Experience leading a corporate budget process
    • Data analysis and SQL programming experience
    • Demonstrable project management experience
    • Technical expertise (financial systems analysis, process automation, specifications scoping)
    • Banking regulations, systems and processes
    • Accounting and accounts payable experience
    • Change management and system implementation experience

    Desired Career Experience & Education Requirements:

    • BA or BS in Business Administration, Finance, Economics or Accounting
    • Knowledge of key accounting standards and financial reports
    • Financial and data analysis experience
    • 2+ years' experience writing free hand SQL
    • 2+ years' experience using Microsoft Visual Studio, BIDs, and/or Report Builder
    • Microsoft Office Suite
    • Strong customer focus with the ability to communicate at all levels of the Bank, verbally and in writing
    • Good stakeholder management skills



    • CPA or CFA 
    • K2 Blackpearl expeience 
    • Experience with Oracle Business Intelligence report development 
    • MS Report Builder experience
    • Knowledge of Jack Henry Banking Systems
    • 2+ years SSRS, SSAS experience 


    Job Functions & Work Environment:


    While performing the duties of this position, the employee is required to sit for extended periods of time. Manual dexterity and coordination are required while operating standard office equipment such as computer keyboard and mouse, calculator, telephone, copiers, etc.  


    The work environment characteristics described here are representative of those an employee may encounter while performing the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this position.



    Equal Employment Opportunity:


    BofI Federal Bank is an equal opportunity employer. We are committed to providing equal employment opportunities to all employees and applicants without regard to race, religious creed, color, sex (including pregnancy, breast feeding and related medical conditions), gender, gender identity, gender expression, sexual orientation, national origin, ancestry, citizenship status, military and veteran status, marital status, age, protected medical condition, genetic information, physical disability, mental disability, or any other protected status in accordance with all applicable federal, state and local laws.




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