VP, Financial Planning & Analysis

OnPoint Credit Union•Portland, OR

About The Position

The VP, Financial Planning & Analysis leads the credit union’s enterprise-wide financial planning, forecasting, performance management, and strategic decision-support capabilities. Reporting to the Vice President of Strategic Finance, this role translates enterprise direction into actionable financial plans, analysis, and performance insights. The VP serves as the organization’s primary FP&A partner, helping leaders understand financial implications, evaluate opportunities and tradeoffs, and connect resource decisions to OnPoint’s strategy and commitment to members’ financial well-being. The VP is accountable for the quality, integrity, and effectiveness of the FP&A function, including its people, processes, systems, analytics, and governance.

Requirements

Bachelor’s degree in accounting, finance, economics, business administration, or a related field is required or additional relevant experience in lieu of a degree
10 years of progressively responsible experience in financial planning and analysis, corporate finance, accounting, or related financial leadership roles within financial services.
5 years of people leadership experience, including responsibility for building teams, developing talent, and leading enterprise-level planning or performance-management processes.
Demonstrated experience advising senior executives and presenting complex financial analysis and recommendations to executive or governing audiences.
Enterprise-level financial and business acumen, with the ability to connect enterprise priorities, operations, risk, and financial performance.
Executive presence and the ability to communicate complex financial matters clearly, credibly, and persuasively to senior leaders and governing bodies.
Strategic judgment and analytical rigor, including the ability to challenge assumptions, evaluate alternatives, and influence decisions through data and insight.
Advanced expertise in financial modeling, forecasting, scenario analysis, performance management, and management reporting.
Ability to build trusted cross-functional partnerships, lead through influence, and drive organizational accountability.
Proven people leadership, change leadership, integrity, sound judgment, and discretion.

Nice To Haves

Master of Business Administration or advanced degree in Finance, Accounting, Economics, or a related discipline.
CPA, CFA, CTP, or other relevant professional certification.
Leadership experience within a credit union, bank, or other financial services organization.

Responsibilities

Lead enterprise-wide annual budgeting, recurring forecasting, reforecasting, and long-range planning that translates OnPoint’s strategy and member commitments into clear financial priorities, coordinated timelines, stakeholder input, quality reviews, and deliverables across a highly collaborative organization.
Lead integrated financial forecasting by defining, documenting, validating, and aligning assumptions, business drivers, performance targets, and planning scenarios across revenue, expenses, loan and deposit growth, and other key financial and operational drivers.
Partner with Treasury to incorporate approved balance-sheet, capital, liquidity, funding, and interest-rate assumptions into consistent and accurate organization-wide forecasts.
Lead, develop, and retain a high-performing FP&A team by setting clear expectations, strengthening technical and business partnership capabilities, investing in each employee’s growth, and building succession depth within the function. Foster an inclusive, collaborative culture grounded in service, curiosity, continuous improvement, and high-quality execution.
Lead improvements to FP&A forecasting methods, planning tools, data quality, reporting automation, self-service analytics, governance controls, and business processes. Partner with Data, Technology, Accounting, Treasury, Risk, Strategy, and other functions to standardize inputs, strengthen variance analysis and back testing, and improve the accuracy, efficiency, and usefulness of planning and performance insights.
Advise leadership by providing objective analysis, financial modeling, and recommendations for major business, operating, capital, investment, and incentive-plan decisions, including assessment of profitability, return on investment, risks, tradeoffs, and potential financial outcomes.
Evaluate profitability, return on investment, risks, tradeoffs, potential financial outcomes, and expected value for OnPoint’s members and communities, and elevate enterprise-level recommendations to the Vice President of Strategic Finance and executive leadership.
Establish and maintain performance measurement frameworks, executive dashboards, scorecards, key performance indicators, variance and profitability analysis, and reporting tools that provide meaningful visibility into organizational performance and future outlooks.
Collaborate with Finance and business and functional leaders to support budgeting, financial projections, business cases, initiative valuation, expense management, leadership reporting, and enterprise forecast alignment; lead cross-functional planning discussions that surface tradeoffs, encourage healthy debate, and align priorities, resources, assumptions, and actions.
Translate complex financial information into clear, compelling stories and recommendations that help leaders make informed decisions.
Prepare executive and Board reporting in partnership with the Vice President of Strategic Finance, and present FP&A insights as requested, connecting financial outcomes to strategy, risk, member impact, and organizational priorities.
Monitor relevant economic, regulatory, competitive, and financial-services trends and incorporate their implications into plans, forecasts, and recommendations.
Perform additional projects, responsibilities, or duties as assigned.