FINANCIAL PLANNING, REPORTING & ANAYLSIS

7 17 Credit Union•Warren, OH

1d•Onsite

About The Position

7 17 Credit Union is seeking a strategic and analytical leader to oversee our financial planning, reporting, and analysis functions. This role provides direction for key financial initiatives, ensuring accurate reporting, insightful analysis, and effective planning to support the credit union’s financial goals. The ideal candidate will work closely with the Chief Executive Officer and Senior Leadership Team while playing a key role in the development and execution of the organization’s Strategic Plan. Key Responsibilities: Financial Planning Lead the annual budgeting and forecasting process, ensuring accuracy and alignment with financial goals Develop cost center budgets and allocation strategies across all branches and departments Drive financial strategies that support organizational objectives and operational efficiency Conduct quarterly forecasts for income statement and balance sheet performance Partner with external vendors on multi-year financial modeling and scenario planning Reporting Oversee preparation and distribution of financial reports for internal and external stakeholders Coordinate enterprise-wide reporting for leadership and the Board of Directors Provide analysis and interpretation of financial data to support decision-making Develop and monitor KPIs and performance metrics tied to the Strategic Plan Analyze pricing strategies, peer comparisons, and product yield performance Ensure timely reporting across all operational areas, including lending, deposits, and branch performance Analytics Lead monthly P&L analysis, including budget vs. actuals, forecasts, and prior year comparisons Conduct variance analysis on revenue, margins, and operating expenses Perform ad-hoc financial modeling and scenario analysis Evaluate product, branch, and market profitability, as well as ROI on initiatives Provide financial insights on loan and deposit pricing strategies Regulatory Compliance Ensure compliance with all applicable regulatory standards and reporting requirements Monitor regulatory changes and adapt financial processes as needed Leadership & Collaboration Manage, mentor, and develop a team of financial professionals Set goals, provide coaching, and conduct performance evaluations Oversee staffing needs, including hiring and onboarding Partner cross-functionally to align financial priorities with organizational goals Strategic Planning Contribute to the development and execution of the credit union’s Strategic Plan Support research, analysis, and evaluation of corporate initiatives Provide financial guidance to senior leadership Qualifications7 17 Credit Union is seeking a strategic and analytical leader to oversee our financial planning, reporting, and analysis functions. This role provides direction for key financial initiatives, ensuring accurate reporting, insightful analysis, and effective planning to support the credit union’s financial goals. The ideal candidate will work closely with the Chief Executive Officer and Senior Leadership Team while playing a key role in the development and execution of the organization’s Strategic Plan. Key Responsibilities: Financial Planning Lead the annual budgeting and forecasting process, ensuring accuracy and alignment with financial goals Develop cost center budgets and allocation strategies across all branches and departments Drive financial strategies that support organizational objectives and operational efficiency Conduct quarterly forecasts for income statement and balance sheet performance Partner with external vendors on multi-year financial modeling and scenario planning Reporting Oversee preparation and distribution of financial reports for internal and external stakeholders Coordinate enterprise-wide reporting for leadership and the Board of Directors Provide analysis and interpretation of financial data to support decision-making Develop and monitor KPIs and performance metrics tied to the Strategic Plan Analyze pricing strategies, peer comparisons, and product yield performance Ensure timely reporting across all operational areas, including lending, deposits, and branch performance Analytics Lead monthly P&L analysis, including budget vs. actuals, forecasts, and prior year comparisons Conduct variance analysis on revenue, margins, and operating expenses Perform ad-hoc financial modeling and scenario analysis Evaluate product, branch, and market profitability, as well as ROI on initiatives Provide financial insights on loan and deposit pricing strategies Regulatory Compliance Ensure compliance with all applicable regulatory standards and reporting requirements Monitor regulatory changes and adapt financial processes as needed Leadership & Collaboration Manage, mentor, and develop a team of financial professionals Set goals, provide coaching, and conduct performance evaluations Oversee staffing needs, including hiring and onboarding Partner cross-functionally to align financial priorities with organizational goals Strategic Planning Contribute to the development and execution of the credit union’s Strategic Plan Support research, analysis, and evaluation of corporate initiatives Provide financial guidance to senior leadership

Requirements

Bachelor’s degree in Finance, Accounting, or related field (required)
Strong experience in financial planning, reporting, and analysis (financial institution experience preferred)
Proven leadership and team management experience
Advanced analytical, problem-solving, and strategic thinking skills
Strong communication skills with the ability to present financial data to leadership
Bachelor’s degree in Finance, Economics, Accounting, or a related field (required)
Minimum of 5 years of experience in financial planning, reporting, and analysis within the financial services industry (credit union or banking experience preferred)
Progressive leadership/management experience required for Director or VP-level candidates
Experience preparing reports and presenting complex financial concepts to senior leadership, including CEO and Board of Directors
Strong knowledge of financial institution accounting standards and regulatory requirements
Ability to manage a high volume of complex initiatives and competing priorities
Strong leadership skills with the ability to coach, develop, and motivate a team
Advanced analytical, organizational, and problem-solving abilities
Excellent communication and presentation skills, with the ability to translate complex financial data into clear, strategic insights
High level of integrity, sound judgment, and commitment to stewardship of organizational resources
Proficiency in Microsoft Office, including advanced Excel and Business Intelligence tools
Ability to maintain strict confidentiality of employee, member, and credit union information
Ability to travel locally as needed
Team-oriented mindset with strong collaboration skills
Demonstrates patience, enthusiasm, initiative, and attention to detail
Exhibits confidence, sound judgment, and a professional demeanor
Ability to effectively interact with employees, members, and leadership
Problem-solving and decision-making
Time management and prioritization
Interpersonal communication and presentation skills

Nice To Haves

Advanced degree such as MBA, CFA, or CPA (strongly preferred)
Experience with Workday or similar FP&A/EPM systems strongly preferred

Responsibilities

Financial Planning Lead the annual budgeting and forecasting process, ensuring accuracy and alignment with financial goals
Develop cost center budgets and allocation strategies across all branches and departments
Drive financial strategies that support organizational objectives and operational efficiency
Conduct quarterly forecasts for income statement and balance sheet performance
Partner with external vendors on multi-year financial modeling and scenario planning
Reporting Oversee preparation and distribution of financial reports for internal and external stakeholders
Coordinate enterprise-wide reporting for leadership and the Board of Directors
Provide analysis and interpretation of financial data to support decision-making
Develop and monitor KPIs and performance metrics tied to the Strategic Plan
Analyze pricing strategies, peer comparisons, and product yield performance
Ensure timely reporting across all operational areas, including lending, deposits, and branch performance
Analytics Lead monthly P&L analysis, including budget vs. actuals, forecasts, and prior year comparisons
Conduct variance analysis on revenue, margins, and operating expenses
Perform ad-hoc financial modeling and scenario analysis
Evaluate product, branch, and market profitability, as well as ROI on initiatives
Provide financial insights on loan and deposit pricing strategies
Regulatory Compliance Ensure compliance with all applicable regulatory standards and reporting requirements
Monitor regulatory changes and adapt financial processes as needed
Leadership & Collaboration Manage, mentor, and develop a team of financial professionals
Set goals, provide coaching, and conduct performance evaluations
Oversee staffing needs, including hiring and onboarding
Partner cross-functionally to align financial priorities with organizational goals
Strategic Planning Contribute to the development and execution of the credit union’s Strategic Plan
Support research, analysis, and evaluation of corporate initiatives
Provide financial guidance to senior leadership