Financial Planning & Analysis Manager

About the Role

We are seeking an experienced Financial Planning & Analysis Manager to join our Corporate Finance team and help shape the financial future of the Credit Union. As the FP&A Manager, you will serve as a strategic partner to leaders across the Credit Union, delivering forward-looking insights that guide business decisions and support long-term growth. You will lead the annual budgeting process, forecasting cycles, and financial modeling activities, optimizing resource allocation and organizational performance by identifying key trends, risks, and opportunities. Additionally, you’ll partner with leaders to align financial plans with strategic objectives while enhancing FP&A processes, tools, and reporting capabilities. This role offers the opportunity to influence strategy, strengthen financial planning practices, and make a meaningful impact on the Credit Union’s financial health and long-term success.

Responsibilities

• Lead the annual budgeting process, forecasting cycles, and financial modeling activities.
• Deliver forward-looking financial insights to guide business decisions and support long-term growth.
• Optimize resource allocation and organizational performance by identifying key trends, risks, and opportunities.
• Partner with leaders to align financial plans with strategic objectives.
• Enhance FP&A processes, tools, and reporting capabilities.
• Analyze complex financial data, evaluate scenarios, and identify performance drivers and risks.
• Translate financial insights into actionable recommendations for diverse audiences.
• Build strong cross-functional partnerships to influence decision-making through data-driven insights.

Requirements

• At least five years of relevant experience in FP&A, forecasting, financial modeling, and Asset/Liability Management (ALM).
• Prior experience in a credit union or other financial institution with a focus on lending or investments analytics is preferred.
• Experience with ALM forecasting software and budgeting/reporting programs is highly preferred.
• Bachelor’s degree in Finance, Business Administration, Accounting, Economics, Mathematics, or related field.
• Strong understanding of balance sheet analytics, key financial drivers, and financial risk assessment.

Skills

• Demonstrated expertise in budgeting, forecasting, financial modeling, and performance analysis.
• Proven analytical and problem-solving skills with the ability to evaluate complex financial data and scenarios.
• Excellent verbal, written, and presentation skills for communicating complex financial information.
• High degree of accuracy, attention to detail, and sound judgment.
• Ability to build strong cross-functional partnerships and influence decision-making.

Benefits

• Competitive wages and bonuses.
• Paid holidays and paid time off.
• 100% credit-union-paid employee coverage for medical, dental, vision, life, and disability insurance; dependent coverage also available.
• 401k Plan with a generous credit union match.
• Tax-saving Flexible Spending and Health Savings Plans.
• Premier membership perks, loan discounts, company clothing, wellness, and recognition programs.

Pay

$114,000/year (DOE) + bonus.

Schedule

Full-time, hybrid, and exempt.

Location: Operations Center – 4800 SW Research Way, Corvallis.