Director, Financial Planning

We need to output HTML fragment with sections: Overview? Actually Overview is not a heading; we need to use headings for sections like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We must include only sections with real specific content. We have content: Overview (some text about sponsorship, work authorization). That could be considered "About the role" maybe. The posting includes "Lead the execution..." etc. That's responsibilities. There's a "Responsibilities" heading present in the source. We should keep that as

Responsibilities

and list items. Qualifications: there is a "Qualifications" heading in source. Also "Desired Qualifications". Could combine? We'll treat Qualifications as required qualifications, and maybe include Desired Qualifications as part of same section or separate? The instruction: include a section only when posting has real specific content. We have both required and desired qualifications. Could make one Qualifications section containing both required and desired bullet lists. Skills: Not explicitly listed; but qualifications include skills like analytical, problem-solving, etc. Could be part of Qualifications. No separate Skills section needed. Benefits: The posting mentions "highly competitive pay and generous benefits and perks" but no specific benefits listed. There's a line: "For additional details regarding compensation and benefits, review the Benefits page of the Navy Federal Career Site." That's not specific. So we should NOT create Benefits section because no specific content. Pay: Not specific; only mention "highly competitive pay". No specific numbers. So no Pay section. Schedule: There's "Hours Additional Information Monday - Friday, 8:30AM - 5:00PM". That's schedule info. So we can create a Schedule section with that. Also there is location info: "Location: 820 Follin Lane, Vienna, VA 22180". Could be part of Overview or maybe a separate section? Not in allowed headings; we could fold into Overview paragraph. We must not repeat job title as heading. No Job ID. We need to preserve all substantive information; remove boilerplate like EEO, accommodations, disclaimers, scam warnings, Bank Secrecy Act, etc. Also remove "About Us" section? That's generic marketing; but it contains some specifics like awards etc. Might be considered boilerplate? The instruction: Remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. "About Us" is not explicitly listed but could be considered marketing fluff; but it contains some specific awards and recognitions. However it's likely considered boilerplate? The instruction says preserve ALL substantive information; do NOT invent or summarize away detail. The "About Us" includes specifics like awards and recognitions; those are substantive? Might be considered fluff but still part of posting. However typical job postings include such marketing; but the instruction didn't explicitly say to remove "About Us". It said remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. So we can keep About Us content, but we need to put it under a heading? There's no specific heading for About Us in allowed list; we could fold into Overview or maybe create a section "About the role"? Actually "About the role" is allowed heading. Could put overview text there. Thus we will have sections:

About the role

with paragraph(s) containing overview text (including sponsorship note, work auth, location, maybe about us highlights). We'll need to include all substantive info from overview and about us. Then

Responsibilities

with

• list items from responsibilities. Then

  Qualifications

  with maybe two sublists: Required Qualifications and Desired Qualifications? Could just list all qualifications bullet points, marking desired? But we need to preserve all info. Could separate with headings inside? Not allowed to add extra headings beyond the allowed list? The instruction only says use

  for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). It doesn't forbid other headings inside? It says use

  for section headings (list). Likely they expect only those headings as top-level sections. Inside we can have

  or

  . We could separate required and desired using

  paragraphs preceding lists. We'll include required qualifications bullet list, then a paragraph "Desired qualifications:" then another bullet list. Then

  Schedule

  with paragraph containing Monday - Friday, 8:30AM - 5:00PM. We must not include Pay/Benefits sections. Now we need to extract the responsibilities list exactly as in posting. Responsibilities section in source: "Lead financial planning, forecasting, budgeting, and financial performance analysis activities for an assigned business area or defined enterprise planning domain Translate strategic priorities into planning activities, operating rhythms, performance expectations, and measurable financial outcomes Drive cross-functional execution and alignment across business, finance, and enterprise stakeholders to support achievement of organizational objectives Oversee development of financial plans, forecasts, scenarios, business cases, and executive-level reporting and analysis Evaluate financial performance, trends, risks, opportunities, and key business drivers, providing recommendations to improve results Serve as a trusted advisor to senior leaders and executives, translating financial insights into actionable recommendations that inform business decisions Partner with business leaders to evaluate investment priorities, resource allocation decisions, and financial trade-offs in support of strategic objectives Establish and implement governance, planning standards, and financial performance practices within the assigned domain, ensuring alignment with enterprise financial policies and requirements Lead initiatives focused on financial planning, reporting, analytics, process improvement, and organizational capability enhancement Remove obstacles, resolve complex issues, and drive continuous improvement in planning methodologies, reporting processes, tools, and capabilities Lead and develop managers and team leaders; build organizational capability, succession readiness, and leadership bench strength Perform supervisory/managerial responsibilities Perform other duties as assigned" We need to preserve each as
  • . Now Qualifications: Required qualifications bullet points from source: "Bachelor's degree in Finance, Accounting, Economics, Business Administration, or a related field or the equivalent combination of experience, education, and training" "12-15 years of progressively responsible experience in financial planning and analysis, business unit finance, corporate finance, budgeting, forecasting, accounting, or related financial disciplines" "Significant experience leading managers, team leaders, and/or professional staff within a complex organization" "Demonstrated experience supporting executive decision-making through financial analysis, forecasting, scenario modeling, business cases, and performance management" "Proven ability to influence, advise, and partner with senior leaders and executives on complex business and financial matters" "Deep knowledge of financial planning, budgeting, forecasting, performance management, financial modeling, profitability analysis, and financial governance practices" "Strong analytical, problem-solving, strategic thinking, and decision-making capabilities" "Strong communication and presentation skills with the ability to convey complex financial concepts to executive and non-financial audiences" "Experience leading cross-functional initiatives, process improvements, or organizational transformation efforts" Desired qualifications: "Master's degree in Finance, Business Administration, Accounting, Economics, or related field" "Experience supporting large-scale financial planning, enterprise forecasting, or business unit finance functions" We'll include those. Now About the role paragraph: Should include overview text: "Navy Federal Credit Union currently does not provide sponsorship for this role. Applicants must be authorized to work in the United States without the need for current or future sponsorship." plus the description: "Lead the execution of financial planning, forecasting, financial performance analysis, and decision-support activities for an assigned business area or enterprise financial planning domain. Translate strategic priorities into actionable plans, performance expectations, and operating rhythms that drive business outcomes. Partner with leaders across Finance and the business to deliver insights, evaluate opportunities and risks, and support informed decision-making. Develop organizational capability, foster cross-functional alignment, and ensure planning processes support the achievement of strategic and financial objectives." Also location: "Location: 820 Follin Lane, Vienna, VA 22180" Also About Us awards list: many lines. We need to preserve all substantive information; but that is a lot. Should we include them? They are substantive but maybe considered marketing fluff. The instruction didn't say to remove marketing fluff. It said remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. So we should keep the About Us content. Thus we can include a paragraph after overview that lists the awards. Could be a
    maybe but not required; we can just put as

    with sentences separated by semicolons. We need to ensure we don't duplicate lines. The About Us includes repeated lines like "Fortune 100 Best Companies to Work For® 2026" etc. We'll keep them. Now we need to output only HTML fragment, no markdown fences. Let's craft:

    About the role

    Navy Federal Credit Union currently does not provide sponsorship for this role. Applicants must be authorized to work in the United States without the need for current or future sponsorship. Lead the execution of financial planning, forecasting, financial performance analysis, and decision-support activities for an assigned business area or enterprise financial planning domain. Translate strategic priorities into actionable plans, performance expectations, and operating rhythms that drive business outcomes. Partner with leaders across Finance and the business to deliver insights, evaluate opportunities and risks, and support informed decision-making. Develop organizational capability, foster cross-functional alignment, and ensure planning processes support the achievement of strategic and financial objectives. Location: 820 Follin Lane, Vienna, VA 22180. Navy Federal provides much more than a job. We provide a meaningful career experience, including a culture that is energized, engaged and committed; and fierce appreciation for our teams, who are rewarded with highly competitive pay and generous benefits and perks. Our approach to careers is simple yet powerful: Make our mission your passion. FORTUNE 100 Best Companies to Work For® 2026 Yello and WayUp Top 100 Internship Programs 2025 Computerworld® Best Places to Work in IT 2026 Most Loved Workplace – America’s Top Most Loved Workplaces® 2025 2025 PEOPLE® Companies That Care Newsweek Most Trustworthy Companies in America 2026 Military Times 2025 Best for Vets Employers Forbes® 2026 America's Best Large Employers Forbes® 2025 America's Best Employers for New Grads Forbes® 2025 America's Best Employers for Tech Workers 2025 RippleMatch Campus Forward Award Winner for Overall Excellence Military.com Top Military Spouse Employers 2025 2026 Handshake Early Talent Award Newsweek America’s Greatest Workplaces for Culture, Belonging and Community 2026 From Fortune Magazine. © 2026 Fortune Media IP Limited. All rights reserved. Used under license. Fortune and Fortune 100 Best Companies to Work For are registered trademarks of Fortune Media IP Limited and are used under license. Fortune Magazine, Fortune Media (USA) Corporation, and its affiliates are not affiliated with, and do not endorse products or services of, Navy Federal Credit Union.

    But note we included the EEO/trademark text which is legal boilerplate; we should remove that. The instruction says remove legal boilerplate. The trademark disclaimer is legal. So we should remove that paragraph about trademarks. Also the EEO statement later should be removed. Also the Accommodations, Disclaimers, Protect Yourself from Job Scams, Bank Secrecy Act, etc. So we need to strip those. Thus About the role paragraph should include only the substantive overview, location, and the "About Us" awards list (without the legal trademark disclaimer). The "About Us" text includes the awards and then the trademark disclaimer. We