Financial Planning & Analysis Manager

Oregon State Credit Union; Corvallis (OR); Hybrid; USD 110,000 - 125,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

401k plan with generous match

Paid time off

Job summary

Oregon State Credit Union seeks an experienced FP&A Manager to partner with cross-functional leaders, drive budgeting, forecasting, and financial modeling, and enhance ALM practices across the organization. You will influence strategic decisions and strengthen financial planning capabilities.

Role offers hybrid work arrangement and opportunities to impact financial health and long-term success within the credit union. A Bachelor’s degree and 5+ years in FP&A are required.

Qualifications

• Five or more years of FP&A experience with budgeting, forecasting, financial modeling and ALM.
• Experience in a credit union or financial institution preferred.
• Bachelor’s degree in Finance, Business Administration, Accounting, Economics, Mathematics, or related field.

Responsibilities

• Lead annual budgeting process and forecasting cycles.
• Develop financial models and ALM analyses to guide decision making.
• Provide forward-looking insights to support long-term growth and risk management.
• Collaborate with leaders to align financial plans with strategic objectives and improve reporting capabilities.

Skills

FP&A leadership

Financial forecasting

Financial modeling

ALM and balance sheet analytics

Analytical thinking

Communication skills

Education

Bachelor’s degree in Finance/Business/Economics/Mathematics

Tools

ALM forecasting software

Job description

With a strong reputation of integrity, unsurpassed service, and member focus, Oregon State Credit Union is one of the most respected credit unions in the Northwest. We are a passionate team committed to our vision of creating financial solutions that make lives better and we’re seeking an experienced Financial Planning & Analysis Manager to join our Corporate Finance team and help share 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. Leading the annual budgeting process, forecasting cycles, and financial modeling activities, you will help optimize 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.

What you’ll need to be successful:

• FP&A Leadership & Expertise: Demonstrated expertise in FP&A, including budgeting, forecasting, financial modeling, and performance analysis. Strong understanding of Asset/Liability Management (ALM), balance sheet analytics, key financial drivers and financial risk assessment.
• Analytical & Problem-Solving Skills: Proven ability to analyze complex financial data, evaluate scenarios, and identify trends, key performance drivers, risks, and opportunities. Strong critical thinking and problem-solving skills with the ability to translate insights into actionable recommendations. Demonstrates a high degree of accuracy, attention to detail, and sound judgement.
• Communication & Collaboration: Excellent verbal, written and presentation skills with the ability communication complex financial information to diverse audiences. Proven ability to build strong cross-functional partnerships, align financial plans with strategic objectives and influence decision making though data-driven insights.
• Experience & Education: At least five years of relevant experience in FP&A, forecasting, financial modeling and ALM. Prior experience in a credit union or other financial institution with a focus in 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 required.

Ways we'll appreciate you:

• A collaborative and positive workplace culture
• Initial and on-going support, training and mentorship with promotion and career advancement opportunities
• Competitive wages, 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 an amazingly generous credit union match!
• Tax-saving Flexible Spending and Health Savings Plans
• Premier membership perks, loan discounts, company clothing, wellness and recognition programs, and more!

Since it began in 1954, Oregon State Credit Union has been a member-owned, not-for-profit financial services institution. We exist for the benefit of our member-owners, and not to profit from them. That's what makes us different from banks and how we're able to create financial solutions that make lives better.

Location: Operations Center – 4800 SW Research Way, Corvallis
Work type: Full-time, hybrid and exempt
Compensation: $114k/year DOE + bonus

Oregon State Credit Union is an equal opportunity employer, including veterans and individuals with disabilities.

The information above provides the general nature of work performed in this position and outlines primary qualifications. The successful candidate must be able to demonstrate that they have the legal right to work in the US and pass a background screening to the satisfaction of Oregon State Credit Union.

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