As the nation's largest community credit union, we begin every day focused on delivering superior financial products and services for our 1.3 million members and more than $30 billion in managed assets. Our work has an economic impact as we support our members' financial goals. We are unapologetic about being devoted to our members and the communities we serve. Our business is guided by our people helping people philosophy – which includes our team members.
BECU has been in business for more than 85 years, driven by unwavering core values and a dedication to improving the communities we serve. While we have a rich history, the future of our company, accelerated by business and technology transformation, is even brighter. There's never been a better time to work for BECU.
To learn more visit becu.org/careers.
PAY RANGE
The Target Pay Range for this position is $100,900.00-$123,200.00 annually. The full Pay Range is $78,400.00 - $145,800.00 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.
IMPACT YOU’LL MAKE
As a Planning & Financial Reporting Analyst at BECU, you will play a key role in the Finance Business Partner organization guiding our financial strategies by providing insightful analysis and decision support towards Financial Performance Management. Your expertise will help shape our annual financial plans and periodic forecasts, ensuring that our senior and mid-level management teams have the information they need to make informed decisions. By acting as a planning and budget liaison, you will drive financial clarity and provide strategic insights that enhance our financial health and operational efficiency. Your contributions will be instrumental in supporting BECU's commitment to financial excellence and member-focused service.
WHAT YOU’LL DO
- Be a Financial Partner: Serve as a proactive business partner, acting as the primary point of contact or part of a team for planning and reporting needs across assigned areas of the Credit Union.
- Drive Financial Planning: Provide analytical support for the development of the annual financial plan and periodic forecasts, ensuring alignment with BECU’s strategic goals.
- Prepare and Report: Prepare monthly variance reports on department expenses, projects, and FTE levels, comparing results to both plans and prior year outcomes to develop rolling forecast and year end outlook.
- Consult and Advise: Act in a consulting capacity, providing support to Finance Business Partners and various departments to enhance financial and business decision-making.
- Engage in Cross-Divisional Projects: Participate in a variety of assignments across different divisions, contributing to initiatives that drive organizational success.
- Conduct Interpretive Analysis: Perform interpretive analysis to provide process owners with insights on cost improvement opportunities or efficiencies.
- Continuously Assess: Regularly assess the Credit Union’s position relative to the annual financial plan and long-term forecasts, adapting to changing variables.
- Coordinate Budget Education: Support or lead the budget education process for employees in other areas of the Credit Union, enhancing financial literacy and understanding.
- Maintain Regulatory Knowledge: Stay updated on generally accepted accounting principles (GAAP) and related regulatory matters to ensure compliance in financial reporting.
- Prepare Forecast Documents: Assist in the preparation of planning and forecast documents for Executive Management and the Board of Directors, providing clear and actionable financial insights.
- Develop System Knowledge: Maintain a working knowledge of the PeopleSoft accounting system, OneStream financial planning system, Alteryx data analytics, SQL Reporting, and Concur expense tracking to support financial analysis and reporting.
- Perform Ad-Hoc Analysis: Conduct ad-hoc analyses and financial forecasts as required to support evolving business needs.
- Communicate Effectively: Maintain effective communication with all Credit Union employees to ensure alignment and coordination in achieving organizational goals.
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
- Professional Development: Opportunities to enhance your financial analysis, reporting, and advisory skills within a supportive and dynamic environment.
- Impactful Work: A role where your insights directly influence BECU’s financial strategies and operational success.
- Collaborative Culture: Work alongside a dedicated team that values innovation, collaboration, and continuous improvement.
- Comprehensive Benefits: Access to a range of benefits designed to support your well-being and career growth.
- Continuous Learning: Engage in ongoing learning opportunities to stay ahead in financial reporting and analysis as well as Finance Business Partner competencies.
QUALIFICATIONS
Minimum Qualifications
- Bachelor’s degree in accounting, finance or business administration, or equivalent work-related experience.
- Five years of related experience in a financial institution, or comparable work or educational experience using OneStream Budgeting and Planning tool, Quick View, GetXF, and various data management skills
Desired Qualifications
- CPA/CMA preferred.
- Demonstrated ability to use discretion and sound judgment in decision-making and problem-solving to effectively address complex financial and operational challenges.
- Proven ability to plan, organize, and implement multiple projects simultaneously, ensuring timely completion and alignment with organizational goals.
- Analytical and problem-solving skills to interpret complex financial data and provide actionable insights.
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.
