Director, Financial Planning

Navy Federal Credit Union; Vienna (VA); On-site; USD 180,000 - 260,000; Full time

Job summary

Navy Federal Credit Union is seeking a Senior Financial Planning & Analysis leader to drive planning, forecasting and performance analysis for a defined enterprise domain. You will translate strategic priorities into actionable plans and partner with executives to drive informed decisions.

Based in Vienna, VA, the role emphasizes cross-functional collaboration, governance, and strong financial modeling. 12–15 years of FP&A experience and leadership of teams are required for success.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, Business Administration, or related field or equivalent
• 12-15 years of progressively responsible FP&A and related experience
• Experience leading managers and professional staff
• Experience supporting executive decision-making with financial analysis
• Ability to influence senior leaders on complex financial matters
• Deep knowledge of FP&A, budgeting, forecasting, governance

Responsibilities

• Lead financial planning, forecasting, budgeting, and performance analysis
• Translate strategic priorities into planning activities and measurable outcomes
• Drive cross-functional execution across business, finance, and stakeholders
• Oversee financial plans, forecasts, scenarios, and executive reporting
• Evaluate performance, risks, opportunities, and key drivers
• Serve as trusted advisor translating insights into recommendations
• Partner with leaders to evaluate investments and resource trade-offs
• Establish governance and standards for planning within the domain
• Lead initiatives on planning, analytics, and process improvement
• Remove obstacles and drive continuous improvement in methods and tools
• Lead and develop managers and ensure succession readiness
• Perform supervisory responsibilities and other duties as assigned

Skills

Financial planning

Forecasting

Financial analysis

Leadership

Strategic thinking

Communication

Stakeholder management

Education

Bachelor's degree in Finance

Master's degree in Finance/BA

Job description

Overview

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.

Responsibilities

• 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

Qualifications

• 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

Hours

• Monday - Friday, 8:30AM - 5:00PM

Additional Information

• Monday - Friday, 8:30AM - 5:00PM

Location

• 820 Follin Lane, Vienna, VA 22180

About Us

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.

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• Newsweek America’s Greatest Workplaces for Culture, Belonging and Community 2026

Equal Employment Opportunity

All qualified applicants will receive consideration for employment without regard to age, race, sex, color, religion, national origin, disability, veteran status, pregnancy, sexual orientation, genetic information, gender identity or any other basis protected by applicable law.

Accommodations

If you need accommodation or assistance for a qualifying condition to complete the online application (or during any stage of the hiring process), you can contact Navy Federal's Medical Accommodations team at [e-mail] or by calling 1-888-503-6013. This team cannot provide any information on job postings or application status.

Disclaimers

Navy Federal reserves the right to fill this role at a higher/lower grade level based on business need. An assessment may be required to compete for this position. Job postings are subject to close early or extend out longer than the anticipated closing date at the hiring team’s discretion based on qualified applicant volume. Navy Federal Credit Union assesses market data to establish salary ranges that enable us to remain competitive. You are paid within the salary range, based on your experience, location and market position. For additional details regarding compensation and benefits, review the Benefits page of the Navy Federal Career Site.

Bank Secrecy Act

Remains cognizant of and adheres to Navy Federal policies and procedures, and regulations pertaining to the Bank Secrecy Act.