Financial Planning & Analysis Manager

Oregon State Credit Union • Corvallis, OR

7d • Hybrid

About The Position

Oregon State Credit Union is seeking an experienced Financial Planning & Analysis Manager to join their Corporate Finance team. This role serves as a strategic partner to leaders across the Credit Union, delivering forward-looking insights to guide business decisions and support long-term growth. The FP&A Manager will lead the annual budgeting process, forecasting cycles, and financial modeling activities to optimize resource allocation and organizational performance by identifying key trends, risks, and opportunities. This position will also partner with leaders to align financial plans with strategic objectives while enhancing FP&A processes, tools, and reporting capabilities. The role offers the opportunity to influence strategy, strengthen financial planning practices, and make a meaningful impact on the Credit Union’s financial health and long-term success.

Requirements

• Demonstrated expertise in FP&A, including budgeting, forecasting, financial modeling, and performance analysis.
• Strong understanding of Asset/Liability Management (ALM), balance sheet analytics, key financial drivers and financial risk assessment.
• Proven ability to analyze complex financial data, evaluate scenarios, and identify trends, key performance drivers, risks, and opportunities.
• Strong critical thinking and problem-solving skills with the ability to translate insights into actionable recommendations.
• Demonstrates a high degree of accuracy, attention to detail, and sound judgement.
• Excellent verbal, written and presentation skills with the ability communication complex financial information to diverse audiences.
• Proven ability to build strong cross-functional partnerships, align financial plans with strategic objectives and influence decision making though data-driven insights.
• At least five years of relevant experience in FP&A, forecasting, financial modeling and ALM.
• Bachelor’s degree in Finance, Business Administration, Accounting, Economics, Mathematics, or related field required.

Nice To Haves

• Prior experience in a credit union or other financial institution with a focus in lending or investments analytics is preferred.
• Experience with ALM forecasting software and budgeting/reporting programs is highly preferred.

Responsibilities

• Serve as a strategic partner to leaders across the Credit Union, delivering forward-looking insights that guide business decisions and support long-term growth.
• Lead the annual budgeting process, forecasting cycles, and financial modeling activities.
• Optimize resource allocation and organizational performance by identifying key trends, risks, and opportunities.
• Partner with leaders to align financial plans with strategic objectives.
• Enhance FP&A processes, tools, and reporting capabilities.

Benefits

• A collaborative and positive workplace culture
• Initial and on-going support, training and mentorship with promotion and career advancement opportunities
• Competitive wages, bonuses, paid holidays and paid time off
• 100% credit-union-paid employee coverage for medical, dental, vision, life and disability insurance; dependent coverage also available
• 401k Plan with an amazingly generous credit union match!
• Tax-saving Flexible Spending and Health Savings Plans
• Premier membership perks, loan discounts, company clothing, wellness and recognition programs, and more!

What This Job Offers

• Job Type: Full-time
• Career Level: Manager