Simplify Logo

Full-Time

Finance Business Partner Lead Analyst

Confirmed live in the last 24 hours

BECU

BECU

1,001-5,000 employees

Not-for-profit credit union offering banking services

Financial Services
Education

Compensation Overview

$122k - $149.1kAnnually

+ Performance-based incentives

Senior

Remote in USA

Category
Financial Planning and Analysis (FP&A)
Finance & Banking
Requirements
  • Bachelor’s degree in business administration, Finance, Accounting, Economics, or equivalent work-related experience required.
  • Minimum 7 years of experience as a finance business partner, analyst, or related role plus working knowledge of Generally Accepted Accounting Principles, Chart of Accounts, Fixed Assets, etc. required.
  • Demonstrated ability to act as a mentor or coach, providing guidance and support to team members and helping to develop their skills and capabilities.
  • Advanced analysis and financial modeling skills required.
  • Proven ability to communicate effectively, lead teams, negotiate with stakeholders, and manage projects to successful completion, ensuring alignment with organizational goals.
Responsibilities
  • Serve as a proactive business partner for assigned stakeholders, providing financial expertise and support in cross-divisional assignments and tactical execution.
  • Lead business decision-making through timely and insightful analysis, assessing risks, and identifying potential outcomes.
  • Create presentations and narratives for various leadership levels, effectively communicating business results and financial insights.
  • Develop financial models that provide valuable insights and inform forecast inputs, sharing frameworks across peer groups to enhance efficiency.
  • Conduct ad-hoc analyses as needed to support business and finance objectives, ensuring alignment with overall goals.
  • Recommend and implement new processes or best practices to maximize capacity, improve service quality, and enhance operational efficiency.
  • Assist in the development of the annual Financial and Strategic Plan, managing interim forecast updates to reflect progress or deviations from the plan.
  • Interpret business trends communicated by stakeholders and translate them into actionable updates for the full-year financial outlook.
  • Create monthly reporting packages that compare business unit financial performance against budget and forecast, including variance explanations and identifying potential risks and opportunities.
  • Act as the Subject Matter Expert for finance processes, leading budget education and supporting division planners in executing the rhythm of the business.
  • Take on additional responsibilities as assigned to support the team and organization’s financial goals.

BECU is a not-for-profit credit union that provides a range of financial services to its members, including checking and savings accounts, loans, mortgages, and investment planning. Members can access their accounts through online banking and a mobile app, making it easy to manage their finances from anywhere. BECU differentiates itself from traditional banks by focusing on member education and community support, offering free seminars and resources to help individuals improve their financial literacy. The goal of BECU is to promote financial success for its members while minimizing fees and providing competitive rates on financial products.

Company Stage

N/A

Total Funding

N/A

Headquarters

Tukwila, Washington

Founded

N/A

Growth & Insights
Headcount

6 month growth

-7%

1 year growth

-7%

2 year growth

-7%
Simplify Jobs

Simplify's Take

What believers are saying

  • Members benefit from lower fees and better rates compared to traditional banks, enhancing their financial well-being.
  • BECU's partnerships with organizations like AARP and the University of Washington provide members with unique educational and financial opportunities.
  • The credit union's involvement in community events and sponsorships, such as the GeekWire Awards and Spokane Indians, fosters a strong community presence and member engagement.

What critics are saying

  • As a not-for-profit, BECU may face financial constraints that limit its ability to invest in new technologies and services compared to larger banks.
  • The focus on specific member groups, like Boeing employees, could limit broader market appeal and growth potential.

What makes BECU unique

  • BECU operates as a not-for-profit credit union, focusing on member benefits rather than shareholder profits, unlike traditional banks.
  • The credit union offers exclusive products like the Boeing-inspired credit card, catering specifically to Boeing employees and retirees.
  • BECU's commitment to financial education, including closing branches for a day to teach high school students, sets it apart from competitors.