Senior Capital Planning Analyst — Hybrid Forecasting & Strategy

First Tech Federal Credit Union; Hillsboro (OR); Hybrid; USD 104,000 - 125,000; Full time

Benefits offered by this job

Health benefits

401(k) match

Paid time off

Paid holidays

Job summary

First Tech Federal Credit Union is seeking a Senior Capital Planning Analyst to support capital planning, forecasting, and stress testing through rigorous financial analysis and cross-functional coordination. The role focuses on governance, data validation, dashboards, and automation to strengthen reporting and controls.

Responsibilities include managing projects, developing workplans, and coordinating stakeholders across Finance, Treasury, Risk, Data, and Technology.

Qualifications

• Bachelor's degree or 4 years of relevant experience in lieu of a degree.
• 3–6 years of relevant experience.
• Strong financial and capital analysis skills, including forecasting, scenario analysis, stress testing, and management reporting.
• Proficiency in SQL and experience extracting, reconciling, and analyzing large datasets from financial systems.

Responsibilities

• Supports capital planning, forecasting, and stress testing activities with workplans and board reporting.
• Manages projects and cross-functional workstreams, coordinating resources, milestones, risks and decisions.
• Develops dashboards and reports; improves controls and efficiency via automation or AI-enabled solutions.
• Prepares procedures, data definitions, system documentation and governance records.
• Analyzes financial statements, balance-sheet trends, liquidity, and capital ratios; assesses key drivers.
• Extracts and validates data from databases and planning models; resolves data issues.
• Assists with ALM, cash-flow forecasting, and balance-sheet simulations; supports system testing.

Skills

Project management

Documentation

Financial analysis

Forecasting

Scenario analysis

Stress testing

Reporting

SQL

Data extraction

Power BI

Tableau

Excel (Advanced)

Automation/AI tools

Treasury systems knowledge

Education

Bachelor's degree in field relevant to role

4 additional years of relevant experience in lieu of a degree

Tools

Power BI

Tableau

SQL

Excel

Job description

First Tech Federal Credit Union is seeking a Senior Capital Planning Analyst to support capital planning, forecasting, and stress testing through rigorous financial analysis and cross-functional coordination. The role focuses on governance, data validation, dashboards, and automation to strengthen reporting and controls.

Responsibilities include managing projects, developing workplans, and coordinating stakeholders across Finance, Treasury, Risk, Data, and Technology.