What are the responsibilities and job description for the Senior Financial Planning Analyst - Enterprise Services and Project Analytics position at First Tech Federal Credit Union?
Description
This role leads advanced financial analysis and modeling to guide strategic and operational decision‑making across the organization. This role provides insights into business performance, and contributes to improvements in processes, tools, and methodologies.
Here’s what you can expect from the job and what you need to be successful:
What You'll Do
Target Compensation in Hillsboro, OR:$95,000 - $110,000 annual bonus
Who We Are
What makes First Tech different? Clickhere to learn more!
Every great journey begins with a bold idea—and ours is no different. First Tech and DCU were founded on the belief that financial solutions should put people first. That belief has fueled decades of innovation and service, rooted in the tech sector and expanding to support members from all walks of life.
Employees Are Eligible For
First Tech is an equal opportunity employer, and we value diversity, inclusion, and equity at our company. We evaluate qualified applicants without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, disability, veteran status, and other legally protected characteristics.
If you’re applying for a job and need a reasonable accommodation for any part of the employment process, please send an email torecruiters@firsttechfed.comand let us know the nature of your request and contact information. Please note that only those inquiries concerning a request for reasonable accommodation will be responded to from this email address
First Tech is not currently offering Visa transfer or sponsorship for this position
This role leads advanced financial analysis and modeling to guide strategic and operational decision‑making across the organization. This role provides insights into business performance, and contributes to improvements in processes, tools, and methodologies.
Here’s what you can expect from the job and what you need to be successful:
What You'll Do
- Own the development and enhancement of sophisticated financial models supporting strategic planning.
- Analyze complex financial data and deliver insights that influence cross‑functional decisions.
- Evaluate corporate development activities or business cases and assess financial impacts.
- Lead budgeting and forecasting processes for assigned areas, ensuring accuracy and alignment.
- Develop high‑quality presentations and narratives for senior leadership.
- Identify and implement improvements to reporting, planning, or analytical processes.
- Consult with stakeholders to interpret financial results and guide decision‑making.
- Mentor junior analysts by reviewing work, sharing best practices, and providing coaching.
- Navigate ambiguous or evolving situations by applying adaptable analytical approaches.
- Required Education: Bachelor's degree in field relevant to role (or 4 additional years of relevant experience in lieu of a degree)
- Required Experience: 4 - 6 years of relevant experience
- Advanced financial modeling expertise and strong business acumen.
- Ability to solve complex problems and balance competing priorities.
- Strong verbal and written communication skills, including executive‑level storytelling.
- Ability to lead projects and influence cross‑functional partners.
Target Compensation in Hillsboro, OR:$95,000 - $110,000 annual bonus
Who We Are
What makes First Tech different? Clickhere to learn more!
Every great journey begins with a bold idea—and ours is no different. First Tech and DCU were founded on the belief that financial solutions should put people first. That belief has fueled decades of innovation and service, rooted in the tech sector and expanding to support members from all walks of life.
Employees Are Eligible For
- Traditional medical, dental, and vision coverage
- Generous 401(k) match
- Paid Time Off: - You’ll accrue up to 15 days in your first year.In addition, you’ll receive 40 hours of sick time and 3 personal days, which refresh annually
- Paid federal holidays
- Special employee pricing on lending products such as mortgage, auto, and personal loans (eligibility subject to standard account requirements and underwriting criteria
First Tech is an equal opportunity employer, and we value diversity, inclusion, and equity at our company. We evaluate qualified applicants without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, disability, veteran status, and other legally protected characteristics.
If you’re applying for a job and need a reasonable accommodation for any part of the employment process, please send an email torecruiters@firsttechfed.comand let us know the nature of your request and contact information. Please note that only those inquiries concerning a request for reasonable accommodation will be responded to from this email address
First Tech is not currently offering Visa transfer or sponsorship for this position
Salary : $95,000 - $110,000