Senior Financial Planning Analyst - Enterprise Services and Project Analytics
First Tech Federal Credit Union · Hillsboro, OR · 3 wk ago
On-siteFinance$95k–$110k/yrFull-time
This role leads advanced financial analysis and modeling to guide strategic and operational decision-making across the organization. The position provides insights into business performance and contributes to improvements in processes, tools, and methodologies.
Responsibilities
- Own the development and enhancement of sophisticated financial models supporting strategic planning.
- Analyze complex financial data and deliver insights that influence cross-functional decisions.
- Evaluate corporate development activities or business cases and assess financial impacts.
- Lead budgeting and forecasting processes for assigned areas, ensuring accuracy and alignment.
- Develop high-quality presentations and narratives for senior leadership.
- Identify and implement improvements to reporting, planning, or analytical processes.
- Consult with stakeholders to interpret financial results and guide decision-making.
- Mentor junior analysts by reviewing work, sharing best practices, and providing coaching.
- Navigate ambiguous or evolving situations by applying adaptable analytical approaches.
Requirements
- Bachelor's degree in a field relevant to the role (or 4 additional years of relevant experience in lieu of a degree).
- 4 - 6 years of relevant experience.
- Advanced financial modeling expertise and strong business acumen.
- Ability to solve complex problems and balance competing priorities.
- Strong verbal and written communication skills, including executive-level storytelling.
- Ability to lead projects and influence cross-functional partners.
Benefits
- Traditional medical, dental, and vision coverage.
- Generous 401(k) match.
- Paid Time Off: You’ll accrue up to 15 days in your first year, plus 40 hours of sick time and 3 personal days annually.
- Paid federal holidays.
- Special employee pricing on lending products such as mortgage, auto, and personal loans (eligibility subject to standard account requirements and underwriting criteria).
Pay
$95,000 - $110,000 + annual bonus (target compensation in Hillsboro, OR).
Location
Hillsboro Corporate Office – Hillsboro, OR 97124
First Tech and DCU were founded on the belief that financial solutions should put people first, fueling decades of innovation and service rooted in the tech sector.