Manager Financial Planning & Analysis

Clearview Federal Credit Union; Coraopolis (Allegheny County); On-site; USD 90,000 - 120,000; Full time

Job summary

Clearview Federal Credit Union is seeking a Manager of Financial Planning & Analysis to lead budgeting processes, enhance forecasting accuracy, and provide strategic financial insights. This position involves working collaboratively with leadership and department heads to improve financial planning infrastructure.

The ideal candidate should have a Bachelor’s degree in Finance, with over 5 years of relevant experience and strong analytical skills. Clearview offers a supportive and inclusive workplace culture.

Qualifications

• 5+ years of progressive experience in financial analysis or budgeting.
• Experience with financial modeling software preferred.
• Ability to manage multiple deadlines in a dynamic environment.

Responsibilities

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

Skills

Financial analysis

Budgeting

Forecasting

Advanced Excel

Analytical thinking

Verbal communication

Cross-department collaboration

Education

Bachelor’s degree in Finance, Accounting, or Economics

MBA or related advanced certification

Tools

Financial modeling software

Job description

Objective

The Manager of Financial Planning & Analysis (FP&A) is responsible for the administration, integrity, and ongoing development of the institution’s budgeting and forecasting model. This role leads the annual budgeting process, quarterly forecasting, and financial scenario analysis, while serving as the primary system administrator and internal subject matter expert for the financial modeling platform. The Manager partners with executive leadership, department heads, and the finance team to provide meaningful financial insights that support strategic decision-making, balance sheet planning, and long-term financial performance. This position plays a key role in strengthening the institution’s forecasting discipline and financial planning infrastructure.

Working Hours and Location

• 8:30am-5:00pm based on operational needs.
• This individual will be required to attend onsite meetings monthly in our Moon Township location.

Minimum Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or related field required.
• MBA, CPA, CFA, or related advanced certification preferred.
• 5+ years of progressive experience in financial analysis, budgeting, forecasting, or ALM within a financial institution.
• Experience working with financial modeling or ALM software platforms preferred.
• Demonstrated experience leading or coordinating a budgeting process.
• Strong understanding of financial statement analysis; net interest income modeling; balance sheet forecasting; and budgeting methodologies.
• Advanced proficiency in Excel and financial modeling.
• Strong analytical and critical thinking skills.
• Ability to translate complex financial data into actionable insights.
• Strong written and verbal communication skills.
• Ability to work collaboratively across departments.
• High level of accuracy, organization, and attention to detail.
• Ability to manage multiple deadlines in a dynamic environment.
• Models effective use of AI tools to enhance decisions, streamline processes, and drive innovation; guide adoption within the team while ensuring alignment with organizational goals, compliance, and best practices.

Essential Duties And Responsibilities

Annual Budget Process Leadership

• Lead and coordinate the annual budgeting process across all departments.
• Develop budget timelines, templates, and guidance materials.
• Provide training and support to department managers to ensure accurate and timely budget submissions.
• Review departmental budgets for reasonableness, alignment with strategic objectives, and financial sustainability.
• Consolidate enterprise-wide budget and prepare executive summary presentations.
• Present final budget materials to senior leadership.

Vendor & System Management

• Serve as primary liaison with financial modeling software vendor.
• Coordinate system updates, issue resolution, enhancements, and user access.
• Ensure proper configuration and functionality of the forecasting system.
• Identify opportunities to improve model automation, reporting efficiency, and data integration.

Reporting & Analysis

• Produce quarterly financial forecasts and multi-year projections.
• Conduct scenario modeling and sensitivity analysis to assess earnings and balance sheet impacts.
• Document assumptions, methodologies, and model processes for audit and governance purposes.
• Prepare variance analysis comparing actual results to budget and forecast.
• Develop management reporting packages for executive leadership.
• Support ALCO and senior leadership with forecast outputs and financial scenario analysis.
• Promote collaboration across FP&A, Treasury, and Accounting functions to ensure alignment in financial strategy and execution.
• Endorse and embrace Clearview’s Commitment to Leadership which outlines management expectations for culture, communication, employee development, managing effectiveness, and community engagement.
• Adhere to all organizational policies related to information security, privacy, fraud prevention, and regulatory compliance-includes completing required training and protecting confidential information.
• Support Clearview’s Commitment to fostering a workplace where every individual feels welcomed, valued, and supported. Embrace and celebrate the unique differences of others, treat all people with fairness and respect, and contribute to an inclusive experience where everyone is encouraged to grow and pursue opportunities that lead to a better life. Understand and champion the belief that a diverse and inclusive workplace is essential to Clearview’s vision and success.

Key Competencies

• Strategic Thinking
• Analytical Rigor
• Cross-Functional Collaboration
• Process Improvement
• Executive Communication
• Accountability & Ownership

Position Impact

The Manager of FP&A plays a critical role in enhancing the institution’s financial planning discipline by:

• Strengthening forecast accuracy
• Improving transparency of financial assumptions
• Supporting strategic growth planning
• Elevating enterprise-wide budgeting standards

This role is designed to build foundational financial planning infrastructure and may evolve in scope as the institution’s forecasting sophistication and strategic planning needs continue to expand.

Clearview is an equal opportunity employer. We do not discriminate on the basis of race, color, religion, national origin, ancestry, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity and/or expression, age, disability, genetic information, familial status, military status, or any other characteristic protected by applicable federal, state, or local law. This commitment applies to all employment practices, including recruitment, hiring, promotion, compensation, benefits, training, and termination. We provide reasonable accommodations as required by law.