Executive FP&A Leader: Strategy & Growth

OnPoint Community Credit Union; Portland, Northern (OR, KY); Hybrid; USD 170,000 - 210,000; Full time

Benefits offered by this job

Vacation package

Incentives

Comprehensive health coverage

Transit / parking passes

401k matching

Tuition reimbursement

Job summary

OnPoint Community Credit Union in Portland, Oregon seeks a strategic VP of Financial Planning & Analysis to lead enterprise budgeting, forecasting, and performance management, translating strategy into actionable financial plans that support members' financial well-being.

This role builds a high-performing FP&A team, partners across Finance, Treasury, Risk, and Strategy, and delivers executive dashboards, variance analyses, and insightful recommendations to guide major capital decisions and

Qualifications

• Bachelor’s degree in accounting, finance, economics, business administration, or a related field is required or additional relevant experience in lieu of a degree.
• 10 years of progressively responsible experience in financial planning and analysis, corporate finance, accounting, or related financial leadership roles within financial services.
• 5 years of people leadership experience, including responsibility for building teams, developing talent, and leading enterprise-level planning or performance-management processes.

Responsibilities

• Lead enterprise-wide annual budgeting, recurring forecasting, reforecasting, and long-range planning that translates OnPoint’s strategy and member commitments into clear financial priorities, coordinated timelines, stakeholder input, quality reviews, and deliverables across a highly collaborative organization.
• Lead integrated financial forecasting by defining, documenting, validating, and aligning assumptions, business drivers, performance targets, and planning scenarios across revenue, expenses, loan and deposit growth, and other key financial and operational drivers.
• Lead, develop, and retain a high-performing FP&A team by setting clear expectations, strengthening technical and business partnership capabilities, investing in each employee’s growth, and building succession depth within the function.
• Lead improvements to FP&A forecasting methods, planning tools, data quality, reporting automation, self-service analytics, governance controls, and business processes.
• Advise leadership by providing objective analysis, financial modeling, and recommendations for major business, operating, capital, investment, and incentive-plan decisions, including assessment of profitability, return on investment, risks, tradeoffs, and potential financial outcomes.
• Establish and maintain performance measurement frameworks, executive dashboards, scorecards, key performance indicators, variance and profitability analysis, and reporting tools that provide meaningful visibility into organizational performance and future outlooks.
• Collaborate with Finance and business and functional leaders to support budgeting, financial projections, business cases, initiative valuation, expense management, leadership reporting, and enterprise forecast alignment; lead cross-functional planning discussions that surface tradeoffs, encourage healthy debate, and align priorities, resources, assumptions, and actions.
• Translate complex financial information into clear, compelling stories and recommendations that help leaders make informed decisions. Prepare executive and Board reporting in partnership with the Vice President of Strategic Finance, and present FP&A insights as requested, connecting financial outcomes to strategy, risk, member impact, and organizational priorities.
• Monitor relevant economic, regulatory, competitive, and financial-services trends and incorporate their implications into plans, forecasts, and recommendations.
• Perform additional projects, responsibilities, or duties as assigned.

Skills

Enterprise-level financial acumen

Executive communication

Strategic judgment

Financial modeling & forecasting

Cross-functional partnerships

People leadership

Education

Bachelor’s degree in accounting/finance/economics/business administration

MBA or advanced degree in Finance/Accounting/Economics

CPA/CFA/CTP certification

Job description

OnPoint Community Credit Union in Portland, Oregon seeks a strategic VP of Financial Planning & Analysis to lead enterprise budgeting, forecasting, and performance management, translating strategy into actionable financial plans that support members' financial well-being.

This role builds a high-performing FP&A team, partners across Finance, Treasury, Risk, and Strategy, and delivers executive dashboards, variance analyses, and insightful recommendations to guide major capital decisions and