Sr Financial Analyst – Member & Digital Experience

BECU•St. David's, SC

5d•Hybrid

About The Position

As a Sr Financial Analyst – Member & Digital Experience, you’ll play a critical role in helping BECU make smarter, data-driven investment and operational decisions that directly support our members and business growth. You’ll partner with leaders across Marketing, Digital, and Member Experience to provide strategic financial insights, build advanced ROI and NPV models, and guide key decisions around investments, staffing, and operational efficiency. Your ability to translate complex analytics into compelling executive-level storytelling will help leaders confidently prioritize initiatives that improve member experiences and organizational performance. This is an opportunity to move beyond traditional budgeting and reporting and become a trusted strategic advisor influencing enterprise-wide outcomes. You’ll help shape how BECU evaluates growth opportunities, operational tradeoffs, and long-term value creation.

Requirements

Bachelor’s degree in business administration, Finance, Accounting, Economics, or equivalent work-related experience required.
Minimum 7 years of experience as a finance business partner, analyst with working knowledge of GAAP, Chart of Accounts, Fixed Assets, etc. and advanced analysis and financial modeling skills required.
Demonstrated ability to conceptualize, plan, organize, and balance multiple priorities against competing deadlines required and experience coordinating and developing presentations for management/leadership required.

Nice To Haves

Master’s degree in Business preferred.
Financial institution experience preferred.
Advanced proficiency utilizing enterprise financial planning/reporting tools; OneStream experience highly preferred.
Experience supporting Marketing, Digital, Product, Member Experience, or Operations teams.
Experience building and owning ROI and/or NPV models, business cases, supporting investment tradeoff analysis and executive decision-making, and developing capacity, staffing, or productivity models.
Process improvement and simplification experience required; SQL or BI tool experience is a plus.

Responsibilities

Serve as a trusted advisor to Marketing, Digital, and Member Experience leaders by delivering meaningful financial insights that support strategic business decisions.
Help leadership evaluate investments, staffing strategies, and operational tradeoffs through proactive financial analysis and scenario modeling.
Create ROI analyses, net present value models, and executive-level recommendations that support strategic initiatives and investments.
Develop financial scenarios that help leaders assess funding priorities, operational changes, and growth opportunities.
Evaluate staffing efficiency, productivity metrics, and delivery economics to optimize organizational performance.
Lead forecasting, budgeting, and financial planning activities across assigned portfolios and cost centers.
Translate complex financial data into concise, compelling executive-level presentations and financial storytelling.
Deliver monthly reporting packages, variance analysis, and actionable business insights that support leadership visibility and decision-making.
Identify opportunities to simplify, standardize, and improve Finance partnership processes across Marketing and operational teams.
Partner across Finance and business teams to improve consistency, reporting efficiency, and strategic alignment.
Assist with consolidation and reporting preparation across multiple business portfolios and initiatives.