Director of FP&A

Director of Financial Planning & Analysis (FP&A) – Financial ServicesSalary: $165,000 to $180,000 + BonusWhy This Opportunity Stands Out:• This is a high-impact leadership role created due to organizational growth and a recent expansion of the FP&A function under a new CFO • The role provides direct visibility to the VP & Controller and CFO, with strong executive-level exposure and influence on enterprise strategy • UW Credit Union is in a strong growth phase with ongoing investment in financial systems, analytics, and enterprise planning capabilities • Opportunity to help shape and elevate the FP&A function, including ownership of budgeting, forecasting, and enterprise performance management • Highly collaborative leadership team and culture focused on transparency, accountability, and continuous improvement • Hybrid work environment (3 days on-site in Madison) with strong work/life balance and industry-leading benefits • Significant opportunity to influence decision-making across branches, products, and member profitability analytics • Exposure to modern FP&A tools and ongoing implementation of the Empyrean budgeting platform • Ideal step-up role for a Manager-level or early Director seeking broader enterprise scope and leadership growthKey Responsibilities for the Director of FP&A:• Lead the enterprise budgeting, forecasting, and long-range financial planning processes • Oversee monthly and quarterly financial performance reporting, variance analysis, and executive-level insights • Develop and maintain profitability analysis across branches, products, and member segments • Build and deliver financial modeling, scenario planning, and "what-if" analysis to support strategic initiatives • Partner with Accounting, Treasury, and senior leadership to align financial planning with balance sheet and liquidity strategy • Drive continuous improvement of FP&A processes, reporting automation, and forecasting accuracy • Lead implementation and optimization of financial planning systems (Empyrean and related analytics tools) • Manage and develop a small FP&A team (2–3 direct reports), building analytical capability and business partnership skills • Translate complex financial data into clear, actionable insights for executive leadership and board-level discussionsQualifications for the Director of FP&A:• 10+ years of progressive experience in FP&A, Finance, or Accounting • 4+ years of leadership experience managing and developing direct reports • Financial services, banking, or credit union experience strongly preferred (or closely related industries such as insurance or investment services) • Strong experience with budgeting, forecasting, and financial modeling in complex organizations • Bachelor's degree in Finance, Accounting, Business, or related field required (MBA preferred) • Experience with FP&A systems (Empyrean, Anaplan, Adaptive, Hyperion, or similar) highly preferred • Strong executive communication skills with the ability to influence cross-functional leadership • Experience with profitability modeling, scenario analysis, or balance sheet dynamics is a plus INMAY2026 #LI-CB1