Sr. Planning & Financial Reporting Analyst

BECU; South Carolina; Remote; USD 88,000 - 166,000; Full time

Job summary

Join a purpose-driven organization as a Senior Planning & Financial Reporting Analyst, where your insights will shape the financial strategy and drive business decisions. This role offers a unique opportunity to collaborate with cross-functional teams, providing valuable financial analytics and business insights that align with the mission of serving members. With a focus on innovation and growth, you'll play a key role in developing financial models and reports that guide strategic planning. If you're ready to make a significant impact in a dynamic environment and elevate your career, this is the perfect opportunity for you.

Benefits

Medical Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

401k Plan

Paid Time Off

Flexible Spending Accounts

Health Savings Accounts

Paid Holidays

Qualifications

• 7+ years of experience in a financial institution or equivalent role.
• Expertise in financial modeling and analytical skills.

Responsibilities

• Act as a trusted business partner for financial planning and reporting needs.
• Lead development of annual financial plan and rolling forecasts.

Skills

Analytical Skills

Problem-Solving Skills

Financial Modeling

Communication Skills

Project Management

Education

Bachelor’s degree in accounting, finance, or business administration

Tools

Microsoft Office

Hyperion Budgeting and Planning Tool

Smart View

Job description

Sr. Planning & Financial Reporting Analyst page is loaded

Sr. Planning & Financial Reporting Analyst

Apply locations Remote, TX Remote, ID Remote, SC Remote, OR Remote, WA

time type Full time

posted on Posted 7 Days Ago

job requisition id R-11756

Is it surprising to hear that a financial institution of 1.5 million members and over $30 billion in managed assets say that success comes from focusing on people, not profits?

Our “people helping people” philosophy has guided us since 1935, driving our deep commitment to serving our members, communities, and each other. When you join our team, you become part of a purpose-driven organization where your work makes a real difference.

While we’re proud of our history, we’re even more excited about our future. With business and technology transformation on the horizon, there’s never been a better time to be part of BECU.

PAY RANGE

The Target Pay Range for this position is $114,300.00-$139,700.00 annually. The full Pay Range is $88,700.00 - $165,200.00 annually. At BECU, compensation decisions are determined using factors such as relevant job-related skills, experience, and education or training. Should an offer for employment be made, we will consider individual qualifications. In addition to your salary, compensation incentives are available for the hired applicant. Incentives are performance based and targets vary by role.

BENEFITS

Employees and their eligible family members have access to a wide array of employee benefits, such as medical, dental, vision and life insurance coverage. Employees have access to disability and AD&D insurance. We also offer health care and dependent care flexible spending accounts, as well as health savings accounts, to eligible employees. Employees are able to enroll in our company’s 401k plan and employer-funded retirement plan. Newly hired employees accrue 6.16 hours of paid time off (PTO) on a per pay period basis based on hours worked (up to a maximum of 160 PTO hours per year) and receive ten paid holidays throughout the calendar year. Additional details regarding BECU Benefits can be found here.

To join our dynamic team, we require candidates to be residents of WA, OR, ID, AZ, TX, GA, or SC. If you’re located in Washington state and within a reasonable driving distance from Tukwila, we are requesting that you come into our HQ on Tuesdays & Wednesdays. For those candidates that live outside the commute distance of TFC and in any of our approved remote work locations, this role will be remote. Remote or onsite, we are committed to ensuring you are fully engaged and included in our collaborative environment.

IMPACT YOU’LL MAKE

As a Sr. Planning & Financial Reporting Analyst, you’ll do more than crunch numbers — you’ll shape the financial story that guides BECU’s future. Your insights will drive business decisions, your financial modeling will influence and drive strategy, and your business partnerships across the Credit Union will ensure that our plans are aligned with our mission to serve our members. If you thrive in an environment where you can perform financial analytics, provide business insights and build business relationships this is your next great opportunity.

WHAT YOU’LL DO

1. Be the Go-To Partner: Act as a trusted business partner to teams across the organization, serving as the main point of contact for financial planning and reporting needs.

2. Drive Planning & Forecasting: Lead the development and execution of our annual financial plan and rolling forecasts, using your expertise to support strategic decisions.

3. Deliver Meaningful Insights: Prepare and present monthly financial reports, highlighting variance trends and key insights that drive action.

4. Guide with a Consultative Approach: Work hand-in-hand with Finance Business Partners and department leaders to understand their goals and offer tailored financial support.

5. Lead Strategic Analysis: Provide interpretive analysis and identify cost improvement opportunities that align with organizational priorities.

6. Stay Ahead of the Curve: Offer proactive insights on our financial position in light of evolving variables — both short-term and long-range.

7. Educate and Empower: Lead budgeting education sessions for department leaders, enabling better financial decisions across the organization.

8. Be a Technical Expert: Maintain and grow your knowledge of GAAP, regulatory considerations, and internal systems like PeopleSoft and Hyperion.

9. Build Powerful Tools: Create robust analytical models to uncover trends, forecast performance, and support business innovation.

10. Tackle Special Projects: Participate in cross-functional projects, ad-hoc financial requests, and prepare presentations for executive leadership and the Board of Directors.

11. Keep Communication Flowing: Collaborate regularly with internal teams to ensure transparency and alignment across all financial planning activities.

12. Champion Quality: Always look for ways to improve how we serve both internal teams and external members.

This isn’t just about ticking off tasks on a list. It's about making a significant, positive change in BECU’s journey, where your contributions are valued, and your growth is continually fostered.

WHAT YOU’LL GAIN

1. A seat at the table in shaping BECU’s financial strategy

2. An opportunity to work cross-functionally across critical business units

3. A culture that values member impact over profit

4. Leadership visibility and opportunities to influence decision-making

5. A platform to grow your analytical and storytelling skills in a purpose-driven organization

QUALIFICATIONS

Minimum Qualifications

1. Bachelor’s degree in accounting, finance, or business administration, or equivalent experience

2. Minimum 7 years of relevant experience in a financial institution or equivalent role

3. Expertise in Microsoft Office and ability to quickly learn new software tools

4. Experience using Hyperion Budgeting and Planning Tool and Smart View (or similar tools)

5. Strong analytical and problem-solving skills

6. Ability to manage multiple projects effectively and independently

Desired Qualifications

1. CPA/CMA preferred.

JOIN THE JOURNEY

Ready to make an indelible impact? Eager to be part of a collaborative and innovative team where your ideas and contributions don’t just fill a role but fuel the growth and success of BECU? This is more than a job – it’s a chance to elevate your career, skills, and future, all while contributing to the robust operational landscape of BECU.

Embrace the opportunity to grow with us. Apply now, bring your expertise to the table, and let’s achieve excellence together at BECU. Your journey of influence, innovation, and impactful contribution starts now. #BECU #YourGrowth #BECUJourney

EEO Statement:

BECU is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, veteran status, disability, sexual orientation, gender identity, or any other protected status.

About Us

From our very beginning, BECU has been about people helping people. As a financial services cooperative, our purpose has and always will be the same: we work together to best serve our members and improve the financial well-being of our community. More than 80 years and one million members later, we're still rooted in our values, practices and mission - and even more passionate about our future.

As one of the nation's leading credit unions, we're not driven by profit. We're owned by our members and their interests are at the core of everything we do. Now we're growing faster than ever before--but we'll never forget our roots. To continue doing right by our members, we believe we must first do right by our people. Here, you'll receive the resources and support you need to learn, grow and build a meaningful career. Because we know it's our people who make us special.