Senior Financial Planning Analyst

About the role

Business Planning Sr. Specialist drives strategic and financial planning for a member-focused credit union.

Responsibilities

• Analyze financial performance and translate data into actionable insights.
• Develop budgets, forecasts, and multi-year plans across lending, deposits, and member services.
• Track and report on KPIs to evaluate performance and progress.
• Assess products and initiatives, identifying opportunities to improve financial wellness and efficiency.
• Create clear reporting and recommendations to support leadership decision-making.
• Partner with leadership and cross-functional teams to align planning with organizational goals.

Qualifications

• Strong financial analysis, budgeting, and forecasting expertise.
• Proficiency in KPI tracking and performance evaluation.
• Ability to synthesize data into insights and communicate effectively.
• Knowledge of lending/deposit dynamics and member service planning.
• Collaborative approach to working with cross-functional stakeholders.