Analyst, Financial Planning & Analysis

BCU•Vernon Hills, IL

7d•$68,000 - $102,000

About The Position

As an employer, BCU models the dynamic assets of a top workplace, including confidence in company leadership, competitive compensation and benefits, employee development, workplace flexibility, and a passionate employee culture supporting a unified vision. At the Credit Union, you'll have a career in a growing organization and an environment that supports your professional and personal growth. Our WHY is the reason we exist: To Empower People to Discover Financial Freedom. What do you celebrate as your purpose? At BCU we celebrate what makes you authentically YOU! #bYOU Watch this video to learn more about life at BCU! Summary This role supports enterprise-wide financial planning and analysis. This role will partner with key stakeholders to deliver accurate forecasts and actionable insights to senior management.

Requirements

Bachelor’s degree.
2+ years of experience in FP&A, corporate finance or data analytics.
Advanced proficiency in Excel and financial modeling; familiarity with Power BI, Python, or similar a plus.
Strong analytical and communication skills.
Ability to work collaboratively and support data-driven decision making.

Nice To Haves

Experience in financial services and modeling net interest income.
Familiarity with cloud-based planning platforms.
Strong interest in innovation, continuous learning, and development.

Responsibilities

Develop budgets, net interest income forecasting, and long-range plans using advanced planning tools.
Build financial models and scenario analyses to support strategic and investment decisions.
Design and develop interactive dashboards.
Collaborate with business units to translate financial insights into operational strategies.
Present planning & analysis findings and recommendations to senior leadership clearly and concisely.
Enhance FP&A processes by adopting innovative technologies and best practices.