Full-Time

Finance Business Partner Lead Analyst

Posted on 10/23/2024

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
Required Skills
Financial analysis
PowerPoint/Keynote/Slides
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.
  • Master’s degree in Business preferred.
  • CPA/CFA preferred.
  • Financial institution experience preferred.
  • Advanced proficiency utilizing enterprise financial planning/reporting tools; OneStream experience highly preferred.
  • Advanced proficiency in Microsoft Office products or equivalent, (primarily in Excel including pivot tables, lookups and advanced excel formulas, expert-level PowerPoint skills) with the ability to learn new software quickly preferred.
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

1935

Growth & Insights
Headcount

6 month growth

0%

1 year growth

0%

2 year growth

0%
Simplify Jobs

Simplify's Take

What believers are saying

  • BECU's partnership with The Washington State Auto Dealers Association supports the EV market.
  • BECU leverages technology with a strong focus on mobile banking and online services.
  • BECU's co-branded credit cards deepen relationships with specific member groups.

What critics are saying

  • Digital-only banks and fintechs offer similar services with potentially lower fees.
  • The rise of BNPL services may reduce demand for BECU's traditional credit cards.
  • Branch closures could impact BECU's ability to maintain customer relationships.

What makes BECU unique

  • BECU offers Boeing-inspired credit cards exclusive to Boeing employees and retirees.
  • BECU partners with local sports teams like the Spokane Indians for member benefits.
  • BECU emphasizes financial education by closing for a day to teach high school students.

Help us improve and share your feedback! Did you find this helpful?

INACTIVE