Senior Financial Planning Analyst (HYBRID)

First Technology Federal Credit Union • Hillsboro, OR

25d • Hybrid

About The Position

This role leads advanced financial analysis and modeling to guide strategic and operational decision‑making across the organization. This role provides insights into business performance, and contributes to improvements in processes, tools, and methodologies.

Requirements

• Bachelors degree in field relevant to role (or 4 additional years of relevant experience in lieu of a degree)
• 4 - 6 years of relevant experience
• Advanced financial modeling expertise and strong business acumen.
• Ability to solve complex problems and balance competing priorities.
• Strong verbal and written communication skills, including executive level storytelling.
• Ability to lead projects and influence cross functional partners.

Responsibilities

• Own the development and enhancement of sophisticated financial models supporting strategic planning.
• Analyze complex financial data and deliver insights that influence cross‑functional decisions.
• Evaluate corporate development activities or business cases and assess financial impacts.
• Lead budgeting and forecasting processes for assigned areas, ensuring accuracy and alignment.
• Develop high‑quality presentations and narratives for senior leadership.
• Identify and implement improvements to reporting, planning, or analytical processes.
• Consult with stakeholders to interpret financial results and guide decision‑making.
• Mentor junior analysts by reviewing work, sharing best practices, and providing coaching.
• Navigate ambiguous or evolving situations by applying adaptable analytical approaches.

Benefits

• Traditional medical, dental, and vision coverage
• 401K with generous matching per pay period
• Paid Time Off: You’ll accrue up to 15 vacation days in your first year. In addition, you’ll receive 40 hours of sick time and 3 personal days, which refresh annually
• 11 paid federal holidays
• Special employee pricing on lending products such as mortgage, auto, and personal loans (eligibility for special employee pricing is subject to standard account requirements and underwriting criteria)

What This Job Offers

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