Hybrid Senior FP&A Lead — Home Lending & CRE

PenFed Credit Union; McLean (VA); Hybride; USD 85 000 - 192 000; Plein temps

Avantages offerts par ce poste

401(k) match

Fully paid life and disability

Education assistance

Volunteer opportunities

Résumé du poste

PenFed Credit Union in Tysons, VA (Hybrid) is seeking a Senior FP&A, Home Lending & CRE Manager to lead planning and strategic financial analyses for Home Lending and Commercial segments. The role collaborates with senior leaders to forecast, budget, and optimize capital deployment and profitability.

The position requires eight+ years in FP&A or related fields, strong financial modeling, and proficiency with FP&A systems, Excel, and PowerPoint.

Qualifications

• Bachelor's degree or equivalent in business/admin, accounting, finance, or engineering.
• Eight+ years in consulting, FP&A, financial services, or banking with leadership experience.
• Expert-level financial modeling and analytical skills for strategic decisions.
• Ability to synthesize complex data into executive-level insights.
• Proven ability to partner with senior leaders and influence investments.

Responsabilités

• Lead Home Lending and Commercial FP&A planning, forecasting, and budgeting.
• Partner with Home Lending leaders to align financial objectives with enterprise goals.
• Identify risks and opportunities, communicating implications to leadership.
• Develop and review business cases, ROI/NPV analyses, and scenario analyses.
• Prepare executive-ready materials with clear strategic framing; enhance reporting efficiency.

Connaissances

Advanced Excel

PowerPoint

Executive storytelling

Financial modeling

FP&A systems

Formation

Bachelor's degree in business administration, Accounting, Finance or Engineering

MBA/CFA/CPA preferred

Outils

OneStream

Hyperion

Description du poste

PenFed Credit Union in Tysons, VA (Hybrid) is seeking a Senior FP&A, Home Lending & CRE Manager to lead planning and strategic financial analyses for Home Lending and Commercial segments. The role collaborates with senior leaders to forecast, budget, and optimize capital deployment and profitability.

The position requires eight+ years in FP&A or related fields, strong financial modeling, and proficiency with FP&A systems, Excel, and PowerPoint.