FP&A Manager: Lead Budgeting, Forecasting & Strategic Insights

Clearview Federal Credit Union; Moon (VA); On-site; USD 85,000 - 120,000; Full time

Job summary

Clearview Federal Credit Union is seeking a Manager of Financial Planning & Analysis to oversee the budgeting and forecasting model, working closely with executive leadership to provide financial insights.

The ideal candidate has a bachelor's degree in Finance or related fields, with 5+ years of experience in budgeting and financial analysis. This position requires strong analytical skills and advanced Excel proficiency.

Qualifications

• 5+ years of experience in financial analysis, budgeting, or forecasting.
• Strong written and verbal communication skills.
• Ability to translate complex financial data into actionable insights.

Responsibilities

• Lead and coordinate the annual budgeting process across all departments.
• Produce quarterly financial forecasts and multi-year projections.
• Serve as primary liaison with financial modeling software vendor.

Skills

Analytical and critical thinking

Advanced proficiency in Excel

Financial statement analysis

Budgeting methodologies

Financial modeling and ALM

Education

Bachelor’s degree in Finance, Accounting, Economics, or related field

MBA, CPA, CFA or related advanced certification

Tools

Financial modeling software

ALM software platforms

Job description

Clearview Federal Credit Union is seeking a Manager of Financial Planning & Analysis to oversee the budgeting and forecasting model, working closely with executive leadership to provide financial insights.

The ideal candidate has a bachelor's degree in Finance or related fields, with 5+ years of experience in budgeting and financial analysis. This position requires strong analytical skills and advanced Excel proficiency.