Senior Capital Planning & Forecasting Analyst (Hybrid)

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

Benefits offered by this job

Medical coverage

Dental coverage

Vision coverage

401(k) match

Paid time off

Paid holidays

Employee lending pricing

Job summary

Digital 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 collaboration. You will manage projects, validate data, and strengthen reporting, controls, and efficiency using dashboards and automation.

Collaborating with Finance, Treasury, Risk, Data, and Technology teams, you’ll contribute to governance, regulatory deliverables, and management decision-making in a

Qualifications

• Bachelor's degree in a relevant field or 4 additional years of related experience.
• 3–6 years of relevant capital planning, forecasting, or risk analysis experience.

Responsibilities

• Supports capital planning, forecasting, and stress testing activities with plans and governance.
• Manages projects/workstreams including milestones, risks, and stakeholder communications.
• Improves controls, transparency, and efficiency with dashboards and automation.
• Documents procedures, data definitions, system documentation, and testing evidence.
• Analyzes financial statements, capital ratios, liquidity, and funding scenarios.
• Extracts and validates data from financial systems using SQL; supports data issue resolution.
• Utilizes ALM, cash-flow forecasting, and balance-sheet simulations for risk assessment.

Skills

Project management

Data validation

Dashboards

Automation

SQL

ALM

Treasury systems

Forecasting

Stress testing

Education

Bachelor's degree or equivalent

Tools

Power BI

Tableau

Excel

Job description

Digital 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 collaboration. You will manage projects, validate data, and strengthen reporting, controls, and efficiency using dashboards and automation.

Collaborating with Finance, Treasury, Risk, Data, and Technology teams, you’ll contribute to governance, regulatory deliverables, and management decision-making in a