Manager, Financial Planning & Analysis

OverviewTo manage the Financial Planning & Analysis function responsible for the development of Navy Federal's Annual Financial Plan and Quarterly Forecasts. Manage operations and oversee the financial planning activities required to maintain the corporate financial planning framework and financial reporting. Oversee the preparation of financial reports and provide analysis, decision support and strategic input to senior management and various groups across the organization.ResponsibilitiesManage and direct operations to ensure targets, service level agreements and corporate objectives are metManage and coordinate the corporate Annual Financial Plan (AFP) and Quarterly forecast processesCollaborate with the Finance Technology team on the development and maintenance of Navy Federal's Oracle EPM suite, e.g., Hyperion Planning, Essbase and Oracle Business IntelligenceReview consolidated summaries of department plan submissions for completeness, accuracy and compliance with functional directivesDirect the preparation of AFP reports and presentations for senior management and prepare comprehensive and/or ad hoc analyses in support of strategic decisionsReview monthly financial reporting packages for distribution to business units across the organizationOversee the administration, development and maintenance of corporate financial planning frameworkServe as subject matter expert regarding business functions, systems, policies and/or proceduresPartner across departments to perform financial and statistical analysis of income and expense driversOversee development of complex financial models used to forecast revenues and expenses for the business unitsOversee, plan, and conduct complex analyses, data modeling, and reportingOversee and analyze complex financial information and reports to provide accurate and timely financial recommendations to senior management for decision making purposesIdentify areas of improvement; determine solutions; implement enhancements/changes to improve operations, standards and resultsPartner with Enterprise Technology Services (ETS), Finance Technology, and external consultants to develop functional requirements and implement system enhancements and modificationsManage and direct business area efforts to improve system reports, enhance or develop business rules and design better data gathering forms in Hyperion PlanningManage development and maintenance of financial reports in Financial Reporting Studio and SmartviewDevelopment of Executive level presentations on business results, performance analysis, financial models, Forecasts and Budgets, etc.Collaborate with our Business Unit Finance (BUF) partners to manage and develop the department strategy and strategic plan by working with the department executives and leadership, and other Navy Federal senior executivesEnsure alignment with department strategic plan and initiatives with corporate strategy and strategic plansPerforms other duties as assignedQualificationsSignificant experience in work which displays increasing levels of responsibility and/or authorityExpert knowledge of one or more of the following: Oracle EPM Suite, financial planning and analysis, budgeting theories and practices, and variance analysisExpert knowledge of data querying, reporting, forecasting, analysis and operations research, including statistical methods and modelingExtensive experience in developing complex financial modelling, explaining financial analysis both at the business and at a technical levelExtensive experience in creating and delivering Executive-level presentationsSignificant experience with strategic planning, business process mapping and re-engineeringSignificant experience in demonstrating thought-leadership, initiative-taking, decision-making and creatively solving business problemsSignificant experience in managing cross-functional, multi-dimensional teams and projects of the highest complexity which have business risk and impactExperience supervising and leading professional employeesAbility to work independently and in a team environmentExpert research, analytical, and problem solving skillsExpert skill presenting findings, conclusions, alternatives and information clearly and conciselyAdvanced skill to influence, negotiate and persuade to reach agreeable exchange and positive outcomesAdvanced skill interacting with staff, management, vendors, and members diplomatically & tactfullyAdvanced word processing and spreadsheet software skillsExpert database and presentation software skills, including dashboarding through BI toolsSignificant experience in corporate FP&A environments, with ownership of consolidated planning, forecasting, and outlooks that integrate multiple business unitsDemonstrated ability to elevate analysis from BUlevel performance to an enterprisewide, forwardlooking view that informs executive and boardlevel decisionsStrong forwardlooking analytical mindset, with experience developing scenarios, sensitivities, and riskbased perspectives that anticipate future outcomes and inform strategic tradeoffsComfortable operating in ambiguity and guiding leadership through uncertainty using datadriven insightsExceptional executivelevel storytelling skills, including the ability to synthesize forecasts, trends, and complex analyses into concise, compelling narratives that clearly articulate implications, options, and recommended paths forward, not just results to datePeople leader who builds highperforming FP&A teams and a culture of curiosity, encouraging analysts to challenge assumptions, explore "what could happen," and continuously improve analytical approaches, tools, and data visualization to strengthen forwardlooking insightBachelor's Degree in Accounting, Finance, or Business Administration, or the equivalent combination of training, education and experienceDesired QualificationsMaster's degree in Business Administration, Finance, or related fieldExtensive experience with bank or credit union financialsAdditional InformationHours:Available Monday - Friday, 8:00AM - 4:30PMLocations:820 Follin Lane, Vienna, VA 221805510 Heritage Oaks Drive, Pensacola, FL 32526About UsNavy Federal provides much more than a job. We provide a meaningful career experience, including a culture that is energized, engaged and committed; and fierce appreciation for our teams, who are rewarded with highly competitive pay and generous benefits and perks. Our approach to careers is simple yet powerful: Make our mission your passion. * FORTUNE 100 Best Companies to Work For 2026 * Yello and WayUp Top 100 Internship Programs 2025 * Computerworld Best Places to Work in IT 2026 * Most Loved Workplace - America's Top Most Loved Workplaces 2025 * 2025 PEOPLE Companies That Care * Newsweek Most Trustworthy Companies in America 2026 * Military Times 2025 Best for Vets Employers * Forbes 2026 America's Best Large Employers * Forbes 2025 America's Best Employers for New Grads * Forbes 2025 America's Best Employers for Tech Workers * 2025 RippleMatch Campus Forward Award Winner for Overall Excellence * Military.com Top Military Spouse Employers 2025 * 2026 Handshake Early Talent Award * Newsweek America's Greatest Workplaces for Culture, Belonging and Community 2026 From Fortune Magazine. 2026 Fortune Media IP Limited. All rights reserved. Used under license. Fortune and Fortune 100 Best Companies to Work For are registered trademarks of Fortune Media IP Limited and are used under license. Fortune Magazine, Fortune Media (USA) Corporation, and its affiliates are not affiliated with, and do not endorse products or services of, Navy Federal Credit Union. Equal Employment Opportunity: All qualified applicants will receive consideration for employment without regard to age, race, sex, color, religion, national origin, disability, veteran status, pregnancy, sexual orientation, genetic information, gender identity or any other basis protected by applicable law. Accommodations: If you need accommodation or assistance for a qualifying condition to complete the online application (or during any stage of the hiring process), you can contact Navy Federal's Medical Accommodations team at medicalaccommodations@navyfederal.org or by calling 1-888-503-6013. This team cannot provide any information on job postings or application status. Disclaimers: Navy Federal reserves the right to fill this role at a higher/lower grade level based on business need. An assessment may be required to compete for this position. Job postings are subject to close early or extend out longer than the anticipated closing date at the hiring team's discretion based on qualified applicant volume. Navy Federal Credit Union assesses market data to establish salary ranges that enable us to remain competitive. You are paid within the salary range, based on your experience, location and market position. For additional details regarding compensation and benefits, review the Benefits page of the Navy Federal Career Site. Protect Yourself from Job Scams: Navy Federal Credit Union jobs are posted on our career site, jobs.navyfederal.org and reputable job boards (e.g., LinkedIn, Indeed). We do not post jobs on social media marketplaces, messaging apps or unverified websites. We will never ask candidates for payment, bank details or personal financial information during the hiring process. Bank Secrecy Act: Remains cognizant of and adheres to Navy Federal policies and procedures, and regulations pertaining to the Bank Secrecy Act.