Sr. Planning & Financial Reporting Analyst

To join our dynamic team, we require candidates to be residents of WA, OR, ID, AZ, TX, GA, or SC. If you’relocated in Washington state and within a reasonable driving distance from Tukwila, we are requesting that you come into our HQ on Tuesdays & Wednesdays.  For those candidates that live outside the commute distance of TFC and in any of our approved remote work locations, this role will be remote. Remote or onsite, we are committed to ensuring you are fully engaged and included in our collaborative environment. 

IMPACT YOU’LL MAKE

As a Sr. Planning & Financial Reporting Analyst, you’ll do more than crunch numbers — you’ll shape the financial story that guides BECU’s future. Your insights will drive business decisions, your financial modeling will influence and drive strategy, and your business partnerships across the Credit Union will ensure that our plans are aligned with our mission to serve our members. If you thrive in an environment where you can perform financial analytics, provide business insights and build business relationshipsthis is your next great opportunity.

WHAT YOU’LL DO

• Be the Go-To Partner: Act as a trusted business partner to teams across the organization, serving as the main point of contact for financial planning and reporting needs.

• Drive Planning & Forecasting: Lead the development and execution of our annual financial plan and rolling forecasts, using your expertise to support strategic decisions.

• Deliver Meaningful Insights: Prepare and present monthly financial reports, highlighting variance trends and key insights that drive action.

• Guide with a Consultative Approach: Work hand-in-hand with Finance Business Partners and department leaders to understand their goals and offer tailored financial support.

• Lead Strategic Analysis: Provide interpretive analysis and identify cost improvement opportunities that align with organizational priorities.

• Stay Ahead of the Curve: Offer proactive insights on our financial position in light of evolving variables — both short-term and long-range.

• Educate and Empower: Lead budgeting education sessions for department leaders, enabling better financial decisions across the organization.

• Be a Technical Expert: Maintain and grow your knowledge of GAAP, regulatory considerations, and internal systems like PeopleSoft and Hyperion.

• Build Powerful Tools: Create robust analytical models to uncover trends, forecast performance, and support business innovation.

• Tackle Special Projects: Participate in cross-functional projects, ad-hoc financial requests, and prepare presentations for executive leadership and the Board of Directors.

• Keep Communication Flowing: Collaborate regularly with internal teams to ensure transparency and alignment across all financial planning activities.

• Champion Quality: Always look for ways to improve how we serve both internal teams and external members.

This isn’tjust 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

• A seat at the table in shaping BECU’s financial strategy

• An opportunity to work cross-functionally across critical business units

• A culture that values member impact over profit

• Leadership visibility and opportunities to influence decision-making

• A platform to grow your analytical and storytelling skills in a purpose-driven organization

QUALIFICATIONS

Minimum Qualifications 

• Bachelor’s degree in accounting, finance, or business administration, or equivalent experience

• Minimum 7 years of relevant experience in a financial institution or equivalent role

• Expertise in Microsoft Office and ability to quickly learn new software tools

• Experience using Hyperion Budgeting and Planning Tool and Smart View (or similar tools)

• Strong analytical and problem-solving skills

• Ability to manage multiple projects effectively and independently

Desired Qualifications

• CPA/CMA preferred.

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