Sr. Planning & Financial Reporting Analyst
| Company | BECU |
|---|---|
| Location | Remote, OR, USA, Redmond, WA, USA, Idaho Falls, ID, USA, Summerville, SC, USA, Georgia, USA, Arizona, USA, DeSoto, TX, USA |
| Salary | $114300 – $139700 |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Senior, Expert or higher |
Requirements
- Bachelor’s degree in accounting, finance, or business administration, or equivalent experience
- Minimum 7 years of relevant experience in a financial institution or equivalent role
- Expertise in Microsoft Office and ability to quickly learn new software tools
- Experience using Hyperion Budgeting and Planning Tool and Smart View (or similar tools)
- Strong analytical and problem-solving skills
- Ability to manage multiple projects effectively and independently
Responsibilities
- Act as a trusted business partner to teams across the organization, serving as the main point of contact for financial planning and reporting needs.
- Lead the development and execution of our annual financial plan and rolling forecasts, using your expertise to support strategic decisions.
- Prepare and present monthly financial reports, highlighting variance trends and key insights that drive action.
- Work hand-in-hand with Finance Business Partners and department leaders to understand their goals and offer tailored financial support.
- Provide interpretive analysis and identify cost improvement opportunities that align with organizational priorities.
- Offer proactive insights on our financial position in light of evolving variables — both short-term and long-range.
- Lead budgeting education sessions for department leaders, enabling better financial decisions across the organization.
- Maintain and grow your knowledge of GAAP, regulatory considerations, and internal systems like PeopleSoft and Hyperion.
- Create robust analytical models to uncover trends, forecast performance, and support business innovation.
- Participate in cross-functional projects, ad-hoc financial requests, and prepare presentations for executive leadership and the Board of Directors.
- Collaborate regularly with internal teams to ensure transparency and alignment across all financial planning activities.
- Always look for ways to improve how we serve both internal teams and external members.
Preferred Qualifications
- CPA/CMA preferred.