BECU

Our business is guided by our people helping people philosophy – which includes our team members.. Educate and Empower: Lead the budget education process for leaders across the Credit Union, fostering financial literacy and effective budget management.. Experience with software budgeting and planning tools such as OneStream (or similar software such as Hyperion).. Excellent PC (Microsoft Office, Access, database mgmt., Excel, Word) SharePoint and Business Intelligence reporting skills, with the ability to learn new software quickly required.. Experience with SQL, Tableau, and/or Alteryx preferred.

financial analyst

As the nation's largest community credit union, we begin every day focused on delivering superior financial products and services for our 1.3 million members and more than $30 billion in managed assets. Our work has an economic impact as we support our members' financial goals. We are unapologetic about being devoted to our members and the communities we serve. Our business is guided by our people helping people philosophy – which includes our team members. BECU has been in business for more than 85 years, driven by unwavering core values and a dedication to improving the communities we serve. While we have a rich history, the future of our company, accelerated by business and technology transformation, is even brighter. There's never been a better time to work for BECU. To learn more visit becu.org/careers. PAY RANGE The Target Pay Range for this position is $110,900.00-$135,600.00 annually. The full Pay Range is $86,100.00 - $160,300.00 annually. At BECU, compensation decisions are determined using factors such as relevant job-related skills, experience, and education or training. Should an offer for employment be made, we will consider individual qualifications. In addition to your salary, compensation incentives are available for the hired applicant. Incentives are performance based and targets vary by role. Benefits Employees and their eligible family members have access to a wide array of employee benefits, such as medical, dental, vision and life insurance coverage. Employees have access to disability and AD&D insurance. We also offer health care and dependent care flexible spending accounts, as well as health savings accounts, to eligible employees. Employees are able to enroll in our company’s 401k plan and employer-funded retirement plan. Newly hired employees accrue 6.16 hours of paid time off (PTO) on a per pay period basis based on hours worked (up to a maximum of 160 PTO hours per year) and receive ten paid holidays throughout the calendar year. Additional details regarding BECU Benefits can be found here. IMPACT YOU’LL MAKE As a Senior Modeling and Financial Analyst at BECU, you will be responsible for the development and improvement of financial models, business cases, and objective analysis at the division and business line level. This position serves as a key role in support of financial analysis within the Finance Business Partner function, enabling the business to drive informed decisions using scalable models, methodologies, and developed frameworks. You will support the organization by guiding our financial strategies by providing insightful analysis and decision support towards Financial Performance Management. Your role will involve partnering with senior and mid-level management to develop and refine financial plans, forecasts, and reporting processes. Through your deep understanding of GAAP and financial data, you’ll drive cost improvements, optimize business performance, and support informed decision-making across the Credit Union. Your contributions will directly influence BECU’s financial health, helping us to achieve our goals and continue delivering exceptional value to our members. What You’ll Do <ul><li>Financial Modeling: Manage, build, and improve financial models, business cases, and objective analysis at the division and business line level to enhance business performance. </li><li>Data Extraction: Able to determine what information is needed from various data sources to provide a data-centric approach and build relevant financial models. </li><li>Conduct Ad-Hoc Analysis: Utilize BECU’s systems to conduct complex querying, modeling, forecasting, trending, variance analysis and other operational analysis to perform ad-hoc analyses and financial forecasts as required to support evolving business needs. </li><li>Be a Strategic Partner: Serve as the primary point of contact or part of a team and subject matter expert for planning and reporting needs within assigned areas of the Credit Union. </li><li>Drive Financial Planning: Provide senior-level analytical support in developing the Credit Union’s annual financial plan and periodic forecasts. </li><li>Monitor and Report: Prepare and analyze monthly department expense reports, project progress, and FTE level variance, comparing results with both plans and prior year outcomes. </li><li>Consult and Advise: Maintain a consultative approach to support Finance Business Partners, departments, and focus groups with financial insights and recommendations. </li><li>Lead Cross-Divisional Projects: Work across business and finance stakeholders to understand the different products, campaigns, offerings, initiatives, and business environment to inform and prioritize analytics. </li><li>Assess Financial Position: Continuously assess and analyze the Credit Union’s position relative to the annual financial plan, offering input on areas of opportunity. </li><li>Educate and Empower: Lead the budget education process for leaders across the Credit Union, fostering financial literacy and effective budget management. </li><li>Prepare Executive Documents: Assist in preparing planning and forecast documents for Executive Management and the Board of Directors, providing actionable financial insights. </li><li>Communicate Effectively: Maintain effective communication with Credit Union employees to ensure alignment and coordination in achieving organizational goals. </li></ul>This isn’t just about ticking off tasks on a list. It's about making a significant, positive change in BECU’s journey, where your contributions are valued, and your growth is continually fostered. What You’ll Gain <ul><li>Strategic Influence: Opportunities to shape financial strategies and contribute to key decision-making processes at BECU. </li><li>Professional Growth: Enhance your career by working in a dynamic environment that values expertise, collaboration, and continuous learning. </li><li>Collaborative Culture: Join a team that fosters innovation, encourages shared knowledge, and values each member's contributions. </li><li>Comprehensive Benefits: Access a wide range of benefits designed to support your professional and personal well-being. </li><li>Impactful Work: Play a crucial role in BECU’s financial success and its ability to deliver value to members. </li></ul>Qualifications Minimum Qualifications <ul><li>Bachelor’s degree in accounting, finance or business administration, or equivalent work-related experience. </li><li>Seven years of related functional experience in a financial institution, or comparable work or educational experience. </li><li>Experience with software budgeting and planning tools such as OneStream (or similar software such as Hyperion). </li><li>Excellent PC (Microsoft Office, Access, database mgmt., Excel, Word) SharePoint and Business Intelligence reporting skills, with the ability to learn new software quickly required. </li></ul>Desired Qualifications <ul><li>Broad knowledge of lending businesses or Credit Card business lines, products, processes, and support functions preferred for this role </li><li>Ability to work effectively both independently and as part of a team, exercising discretion in decision-making and using sound judgment in problem-solving. </li><li>Proven ability to apply excellent analytical and problem-solving skills to interpret complex financial data and provide actionable insights. </li><li>Experience utilizing SAS Data Integration Studio, SAS Cost and Profitability Management, and SAS Enterprise Guide preferred. </li><li>Experience with SQL, Tableau, and/or Alteryx preferred. </li></ul>JOIN THE JOURNEY Ready to make an indelible impact? Eager to be part of a collaborative and innovative team where your ideas and contributions don’t just fill a role but fuel the growth and success of BECU? This is more than a job – it’s a chance to elevate your career, skills, and future, all while contributing to the robust operational landscape of BECU. Embrace the opportunity to grow with us. Apply now, bring your expertise to the table, and let’s achieve excellence together at BECU. Your journey of influence, innovation, and impactful contribution starts now. #BECU #YourGrowth #BECUJourney EEO Statement BECU is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, veteran status, disability, sexual orientation, gender identity, or any other protected status.

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