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Director, Financial Planning & Analysis

Company: Patelco Credit Union
Location: Dublin
Posted on: May 28, 2023

Job Description:

About Patelco Credit Union:We're here to help people in communities throughout Northern California build financially healthy lives. We do this by being attentive and partnering with our members to understand what is financially best for them. We thrive on change, and we put people first. If you're looking to use your skills and knowledge to make a difference in the lives of others, we look forward to hearing from you.Patelco Credit Union is a not-for-profit credit union committed to serving the financial health and wellbeing of its membership. With more than 450,000 members primarily in and around northern California, Patelco is committed to improving their members' financial well-being and fueling hope and opportunity for its members by offering personalized solutions, advice, and expertise that empower them to achieve personal financial freedom. Founded in 1936 with $500 in assets by employees of the Pacific Telephone and Telegraph Company, Patelco is in the top one percent of U.S. credit unions with more than $9 billion in assets.Overview:The Director of Financial Planning and Analysis is an integral part of the Finance Team. The candidate will support strategic decision making and partner with internal stakeholders to enhance their knowledge of financial drivers as well as potential risks and opportunities. The Finance Director will be responsible for the budgeting and forecasting process, financial management reporting and ad-hoc financial analyses at the enterprise level.The candidate participates in high visibility, strategic organizational projects. Supports the credit union's vision and mission, and the department's focus on service, quality, efficiency, and teamwork.Responsibilities:Build and mentor a high performing team that delivers high quality, relevant, and timely analyticsLead and continuously improve the budgeting and forecasting processManage a team of 2-3 financial analystsLiaise with Accounting to make sure management financial reporting is aligned with GL hierarchies and GAAPEnsure that all processes are documented, reviewed, and updated on an annual basisExtract and analyze financial and operational data from multiple systems using enterprise planning softwareCollaborate closely with business units to develop and build analytical reports to provide actionable dataAnalyze internal and external drivers of credit union performance; make recommendations for processes based on in-depth understanding of credit union goalsInspect performance to date and assess potential risks and opportunitiesParticipate in department and/or organizational projects as assignedReadily accept new opportunities and take appropriate actions to ensure the work is doneEnergize team members to achieve timely results; set expectations and empower others to problem solveUse technology to enhance the timeliness and quality of deliverablesDemonstrate good judgment; facilitate successful and appropriate solutionsUnderstand and support organizational metrics that are used to measure successWork efficiently, with limited guidance, under tight deadlines while producing quality outputApply knowledge and experience to develop solutions in partnership with leaders of the credit unionEffectively communicate internally and externally; develop communications and presentations for senior management, committees, and other financial institutions.Qualifications:Bachelor's degree is required. Graduate Degree - MS or MBA or CPA is preferredExcellent writing and presentation skillsExcellent Management skills with the ability to develop team members and build relationships across the organization5+ years of experience as a Finance Manager with at least 5 years of FP&A working with enterprise level planning softwareProficient in understanding the budgeting and forecasting process with in-depth knowledge of deposit and lending productsSuperior Excel and PowerPoint skills working with large volumes of data, with the ability to validate and synthesize data in a clear, presentable mannerOffice environment. Must be able to work at a computer for extended periods of timePosition is located in Patelco's Dublin, CA headquartersTarget Base Pay:$146513 - $183142 / yearCompensation at Patelco:Please note that the salary information is a general guideline only. Patelco Credit Union considers factors such as (but not limited to) scope and responsibilities of the position, candidate's work experience, education/training, key skills, internal peer equity, as well as market and business considerations when extending an offer. We offer a competitive total rewards package including a wide range of medical, dental, vision, financial, and other benefits.We Offer:An inspiring career that benefits both you and your communityCompetitive compensation packages with bonus opportunityFull Medical/Dental/Vision benefits with minimal eligibility waiting periodGenerous 401(k) with 3% Safe Harbor and 5% employer matchDiscounts on loan productsTuition ReimbursementOnsite Fitness Center at HQ and rewards for healthy habitsClose proximity to BART, restaurants and shoppingPatelco Credit Union is an Equal Opportunity Employer including individuals with disabilities and protected veteransIND123

Keywords: Patelco Credit Union, Dublin , Director, Financial Planning & Analysis, Accounting, Auditing , Dublin, California

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