Director, Forecasting & Planning

BECU•Remote, WA, WA

2d•$155,200 - $288,000•Hybrid

About The Position

This role is for a Director, Forecasting & Planning at BECU, a financial institution with a "people helping people" philosophy. The position is pivotal in shaping BECU's future by enabling leaders to make informed, data-driven decisions that support growth, financial strength, operational excellence, and exceptional member experiences. The Director will integrate financial and operational insights, translating complex business drivers into clear forecasts, strategic plans, and actionable recommendations. This highly visible leadership role involves partnering with senior leaders across various departments to align resources and priorities with strategic objectives. The role also includes building and leading a high-performing forecasting and planning team, establishing scalable planning practices, governance frameworks, and executive reporting capabilities. The work directly influences BECU's planning, investment, growth, and value delivery to members. The position requires candidates to be residents of WA, OR, ID, CA, AZ, TX, NC, SC, GA, or VA. The role can be primarily remote for candidates in approved remote work locations or hybrid for those within driving distance of Tukwila Headquarters (TFC), with an expectation to come into the office on Tuesdays and Wednesdays.

Requirements

Bachelor’s degree in finance, business administration, economics, statistics, analytics, or related discipline, or equivalent work or educational experience.
8 years of relevant experience in financial planning and analysis, business forecasting, strategic planning, analytics, portfolio management, or related disciplines.
5 years of people leader experience.
Experience forecasting, planning, or analyzing consumer lending portfolios within the financial services industry.

Nice To Haves

Advanced degree.
Knowledge of financial institution economics, products, regulatory expectations, and risk management practices.
Demonstrated experience leading complex, cross-functional forecasting, annual planning, and performance management processes.
Advanced knowledge of driver-based forecasting, financial modeling, scenario planning, variance analysis, business cases, and performance measurement.
Demonstrated ability to synthesize financial, product, operational, member, market, and competitive data into meaningful insights and recommendations.
Experience partnering with senior executives and presenting complex concepts, tradeoffs, and recommendations in concise, decision-ready form.
Ability to influence and gain alignment across technical, financial, product, operational, and highly matrixed teams.
Experience developing dashboards and management reporting; proficiency with Microsoft Excel and PowerPoint. Experience with enterprise planning, business intelligence, and visualization platforms.
Excellent leadership, facilitation, communication, writing, organization, and change management skills.

Responsibilities

Shape the Planning Strategy: Develop and lead the vision, operating model, roadmap, planning calendar, standards, and governance framework for forecasting and planning activities, ensuring alignment with enterprise planning processes and divisional priorities.
Drive Integrated Forecasting: Lead comprehensive forecasts and multi-year plans across key financial and operational drivers, including membership growth, product volumes, balances, revenue, expenses, profitability, capacity, and other critical business measures.
Lead and Develop Talent: Provide ongoing coaching, performance feedback, mentoring, and development opportunities that empower team members to grow, succeed, and achieve their full potential.
Establish Forecast Assumptions: Define, document, validate, and align assumptions, business drivers, performance targets, and planning scenarios to ensure consistency and accuracy across forecasts.
Build Strategic Models: Create driver-based forecasting models and scenario analyses that evaluate the impact of market conditions, member behavior, pricing strategies, product decisions, operational changes, and strategic initiatives.
Deliver Executive Insights: Provide senior leaders with concise, decision-ready insights regarding forecast trends, performance variances, opportunities, risks, dependencies, and recommended actions.
Lead Planning Cycles: Manage recurring forecasting, annual planning, and reforecasting activities by coordinating timelines, stakeholder input, quality reviews, approvals, and deliverables across a highly matrixed organization.
Connect Strategy to Outcomes: Align strategic priorities, product roadmaps, marketing initiatives, workforce planning, capacity planning, and investment decisions with expected financial and member outcomes.
Create Performance Visibility: Establish and maintain performance measurement frameworks, executive dashboards, scorecards, and reporting tools that provide meaningful visibility into organizational performance and future outlooks.
Partner Across the Enterprise: Collaborate closely with Finance and other business partners to support budgeting, financial projections, business cases, initiative valuation, expense management, leadership reporting, and enterprise forecast alignment.
Advance Analytics Capabilities: Partner with Data and Business Intelligence teams to enhance data quality, reporting automation, self-service analytics, forecasting models, and planning effectiveness.
Facilitate Business Alignment: Lead cross-functional planning discussions and decision-making forums that surface tradeoffs, encourage healthy debate, and drive alignment around priorities, resources, assumptions, and actions.
Continuously Improve Processes: Strengthen forecasting methods, planning tools, governance controls, and business processes through automation, standardization, variance analysis, back-testing, and continuous improvement efforts.
Strengthen Risk Awareness: Ensure forecasting and planning activities appropriately identify, monitor, assess, and communicate business, financial, operational, compliance, and execution risks in accordance with established policies and procedures.
Influence at the Executive Level: Develop executive and Board-ready presentations that transform complex information into compelling narratives, strategic implications, options, and recommendations.
Support Organizational Success: Perform additional responsibilities as assigned while contributing to enterprise-wide goals and initiatives.