Sr Financial Analyst - Technology
About The Position
This role plays a key part in BECU's strategic financial decision-making, supporting innovation, operational excellence, and member experiences. As a Sr. Financial Analyst for the Technology organization, you will collaborate with business leaders to provide financial insights, forecasting, and business case recommendations that influence enterprise priorities. This position impacts technology investments, process improvements, and long-term strategic planning. It offers a chance to combine analytical skills, executive partnership, and strategic thinking in a visible role with enterprise-wide impact.
Requirements
- Bachelor’s degree in accounting, finance, business administration, or equivalent work-related experience
- Minimum 7 years of functional experience in a financial institution, supporting technology organizations or enterprise strategic initiatives
- Experience building business cases for ROI and NPV for leadership decision making
- Experience using One Stream and Quickview
- Proficiency in Excel modeling and financial analysis skills
- Experience with presentation, stakeholder management, conflict resolution and relationship-building skills
Nice To Haves
- Advanced degree preferred
- CPA/CMA preferred
Responsibilities
- Serve as a trusted advisor to Technology and enterprise leaders by providing forecast support, financial insights, and strategic recommendations.
- Lead annual planning cycles, periodic forecasts, and long-range financial modeling efforts, identifying trends, risks, and opportunities.
- Develop ROI analyses, net present value models, and executive-level recommendations for strategic initiatives and technology investments.
- Prepare monthly expense, project, and FTE variance reporting, delivering actionable insights.
- Partner with teams across DABD, MDX, CMBS, Vendor Management & Enterprise Execution, Portfolio Governance, and Strategy Program Management.
- Identify opportunities to streamline processes, improve operational efficiency, and support automation initiatives with an AI-forward and continuous improvement mindset.
- Build and maintain sophisticated financial models for strategic decision-making and enterprise forecasting.
- Utilize tools such as OneStream, Quickview, Hyperion, Smart View, and advanced Excel modeling.
- Present financial insights, recommendations, and strategic analysis to executive leadership and key stakeholders.
- Demonstrate curiosity, accountability, and a bias for action, balancing multiple priorities and delivering high-quality results.
Benefits
- 401(k) Company Match (up to 3%)
- 4% annual contribution to your 401(k) by BECU
- Medical, Dental and Vision (family contributions as well)
- PTO Program + Exchange Program
- Tuition Reimbursement Program
- BECU Cares volunteer time off + donation match
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
Associate degree
