Senior Financial Planning Analyst
$95k - $110kFirst Tech Credit Union
DescriptionThis 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.Job Duties: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. .Essential Skills: 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. Certification/License: Location: Hillsboro Corporate Office – Hillsboro, OR 97124Target Compensation in Hillsboro, OR: $95,000 - $110,000 + annual bonusBenefits options include: Traditional medical, dental, and vision coverageGenerous 401K matching Paid Time Off: You’ll accrue up to 15 vacation days in your first year. In addition, you’ll receive 40 hours of sick time and 3 personal days, which refresh annuallyUp to 11 paid federal holidaysSpecial employee pricing on lending products such as mortgage, auto, and personal loans (eligibility for special employee pricing is subject to standard account requirements and underwriting criteria)What makes First Tech different? Click here to learn more! First Tech is not currently offering Visa transfer or sponsorship for this position
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...Description The Financial Advisor at Addison Avenue Investment Services, a division of First Tech, partners with members to deliver... ...inherit and grow an established book of business as part of a planned advisor transition, providing immediate client relationships alongside...Work at officeImmediate start
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