Sr Modeling and Financial Analyst

About the position 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. In this role, you will manage, build, and improve financial models, conduct ad-hoc analyses, and serve as a strategic partner for planning and reporting needs within assigned areas of the Credit Union. You will provide senior-level analytical support in developing the Credit Union's annual financial plan and periodic forecasts, while also preparing and analyzing monthly department expense reports and project progress. Your consultative approach will support Finance Business Partners and departments with financial insights and recommendations, and you will lead cross-divisional projects to inform and prioritize analytics. Additionally, you will educate and empower leaders across the Credit Union in budget management and financial literacy, while preparing executive documents for management and the Board of Directors. This position is not just about completing tasks; it is about making a significant, positive change in BECU's journey, where your contributions are valued, and your growth is continually fostered. Responsibilities • Manage, build, and improve financial models, business cases, and objective analysis at the division and business line level. , • Determine necessary information from various data sources to provide a data-centric approach and build relevant financial models. , • 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. , • 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. , • Provide senior-level analytical support in developing the Credit Union's annual financial plan and periodic forecasts. , • Prepare and analyze monthly department expense reports, project progress, and FTE level variance, comparing results with both plans and prior year outcomes. , • Maintain a consultative approach to support Finance Business Partners, departments, and focus groups with financial insights and recommendations. , • Work across business and finance stakeholders to understand different products, campaigns, offerings, initiatives, and business environment to inform and prioritize analytics. , • Continuously assess and analyze the Credit Union's position relative to the annual financial plan, offering input on areas of opportunity. , • Lead the budget education process for leaders across the Credit Union, fostering financial literacy and effective budget management. , • Assist in preparing planning and forecast documents for Executive Management and the Board of Directors, providing actionable financial insights. , • Maintain effective communication with Credit Union employees to ensure alignment and coordination in achieving organizational goals. Requirements • Bachelor's degree in accounting, finance or business administration, or equivalent work-related experience. , • Seven years of related functional experience in a financial institution, or comparable work or educational experience. , • Experience with software budgeting and planning tools such as OneStream (or similar software such as Hyperion). , • Excellent PC (Microsoft Office, Access, database management, Excel, Word) SharePoint and Business Intelligence reporting skills, with the ability to learn new software quickly. Nice-to-haves • Broad knowledge of lending businesses or Credit Card business lines, products, processes, and support functions preferred for this role. , • Ability to work effectively both independently and as part of a team, exercising discretion in decision-making and using sound judgment in problem-solving. , • Proven ability to apply excellent analytical and problem-solving skills to interpret complex financial data and provide actionable insights. , • Experience utilizing SAS Data Integration Studio, SAS Cost and Profitability Management, and SAS Enterprise Guide preferred. , • Experience with SQL, Tableau, and/or Alteryx preferred. Benefits • Medical, dental, vision, and life insurance coverage. , • Disability and AD&D insurance. , • Health care and dependent care flexible spending accounts. , • Health savings accounts for eligible employees. , • 401k plan and employer-funded retirement plan. , • Accrual of 6.16 hours of paid time off (PTO) per pay period, up to a maximum of 160 PTO hours per year. , • Ten paid holidays throughout the calendar year. Apply Job!