VP of Financial Planning and Analysis

Nusenda Credit Union is dedicated to excellent member service, care for our community, and being a great place to work. We work to make a positive difference in the lives of the people we serve and help them achieve their financial goals. Diversity, equity, and inclusion are part of our culture and values.

As an employer of choice, we invest in people and their careers. Our competitive employee benefits include several health and wellness options, competitive 401(k) matching contributions, professional development, and tuition assistance and more!

Thank you for your interest in joining the Nusenda team!

We are currently looking for a VP of Financial Planning and Analysis. In this role you'll lead the department, providing leadership to Financial Analyst team. You'll be responsible for partnering with senior leadership on strategic decision making & insights into financial data to support business planning & decisions. You'll collaborate with the CFO on strategic financial objectives, be responsible for budgeting, forecasting, profitability management, cost analysis, & enterprise treasury functions while mitigating risk. You'll oversee the fund transfer pricing model solution for profitability while tracking & setting key metrics. You'll support financial due diligence & asset liability & management to include financial forecasting, evaluating revenue streams, & identifying market risk.

What you'll do:

• Serves as the primary project lead for departmental and organizational projects on behalf of the department.

• Oversee, coordinate and assists in the daily activity of the Financial Planning and Analysis department to include assignment of duties and special projects, monitoring workload and productivity, planning and prioritization, problem resolution, and develops recommendations for change or improvement.

• Develop and implement departmental strategies in alignment with organizational expectations that meet objectives and goals.

• Monitor, analyze, and report on program effectiveness using financial forecasting tools and various software solutions to identify opportunities for improved efficiencies and member experience.

• Develop, monitor, and maintain key enterprise-level reporting, including dynamic financial dashboards, forecasting and budgeting outputs, forward-looking predictive analytics, and ad-hoc analysis.

• Directs and leads the budgeting, financial forecasting, and scenario planning to assist with long-range strategic financial planning efforts.
• This includes profitability management through the administration of a Funds Transfer Pricing (FTP) model, analyzing cost drivers while promoting cost-saving strategies, evaluating and identifying new revenue streams, and ensuring data integrity and accuracy across all financial systems and models.

What you'll need:

• Eight to ten years of similar or related experience
• Bachelors' Degree in Finance, Business Administration, Accounting, Economics, Data Analytics or related field
• Chartered Financial Analyst designation preferred

Key Skills and Experience:

• Financial institution experience and a thorough understanding of financial statements preferred.
• Expert knowledge and understanding in data analytics, financial planning and modeling, accounting, and economics.
• Advanced Excel and financial modeling skills, including the use of Power Query, Power BI, array and dynamic formulas, LOOKUPs and INDEX MATCH, pivot tables, macros, conditional formatting, and ROI/DCF modeling.
• Experience with writing SQL statements and utilizing data analytics tools such as S&P Capital IQ preferred.

Nusenda Credit Union is an equal opportunity employer. All aspects of employment including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.