Manager, Financial Planning & Analysis
Navy Federal Credit Union, Vienna, VA, United States
Overview
To manage the Financial Planning & Analysis function responsible for the development of Navy Federal's Annual Financial Plan and Quarterly Forecasts. Manage operations and oversee the financial planning activities required to maintain the corporate financial planning framework and financial reporting. Oversee the preparation of financial reports and provide analysis, decision support and strategic input to senior management and various groups across the organization.
Responsibilities
Manage and direct operations to ensure targets, service level agreements and corporate objectives are met
Manage and coordinate the corporate Annual Financial Plan (AFP) and Quarterly forecast processes
Collaborate with the Finance Technology team on the development and maintenance of Navy Federal's Oracle EPM suite, e.g., Hyperion Planning, Essbase and Oracle Business Intelligence
Review consolidated summaries of department plan submissions for completeness, accuracy and compliance with functional directives
Direct the preparation of AFP reports and presentations for senior management and prepare comprehensive and/or ad hoc analyses in support of strategic decisions
Review monthly financial reporting packages for distribution to business units across the organization
Oversee the administration, development and maintenance of corporate financial planning framework
Serve as subject matter expert regarding business functions, systems, policies and/or procedures
Partner across departments to perform financial and statistical analysis of income and expense drivers
Oversee development of complex financial models used to forecast revenues and expenses for the business units
Oversee, plan, and conduct complex analyses, data modeling, and reporting
Oversee and analyze complex financial information and reports to provide accurate and timely financial recommendations to senior management for decision making purposes
Identify areas of improvement; determine solutions; implement enhancements/changes to improve operations, standards and results
Partner with Enterprise Technology Services (ETS), Finance Technology, and external consultants to develop functional requirements and implement system enhancements and modifications
Manage and direct business area efforts to improve system reports, enhance or develop business rules and design better data gathering forms in Hyperion Planning
Manage development and maintenance of financial reports in Financial Reporting Studio and Smartview
Development of Executive level presentations on business results, performance analysis, financial models, Forecasts and Budgets, etc.
Collaborate with our Business Unit Finance (BUF) partners to manage and develop the department strategy and strategic plan by working with the department executives and leadership, and other Navy Federal senior executives
Ensure alignment with department strategic plan and initiatives with corporate strategy and strategic plans
Performs other duties as assigned
Qualifications
Significant experience in work which displays increasing levels of responsibility and/or authority
Expert knowledge of one or more of the following: Oracle EPM Suite, financial planning and analysis, budgeting theories and practices, and variance analysis
Expert knowledge of data querying, reporting, forecasting, analysis and operations research, including statistical methods and modeling
Extensive experience in developing complex financial modelling, explaining financial analysis both at the business and at a technical level
Extensive experience in creating and delivering Executive-level presentations
Significant experience with strategic planning, business process mapping and re-engineering
Significant experience in demonstrating thought-leadership, initiative-taking, decision-making and creatively solving business problems
Significant experience in managing cross-functional, multi-dimensional teams and projects of the highest complexity which have business risk and impact
Experience supervising and leading professional employees
Ability to work independently and in a team environment
Expert research, analytical, and problem solving skills
Expert skill presenting findings, conclusions, alternatives and information clearly and concisely
Advanced skill to influence, negotiate and persuade to reach agreeable exchange and positive outcomes
Advanced skill interacting with staff, management, vendors, and members diplomatically & tactfully
Advanced word processing and spreadsheet software skills
Expert database and presentation software skills, including dashboarding through BI tools
Significant experience in corporate FP&A environments, with ownership of consolidated planning, forecasting, and outlooks that integrate multiple business units
Demonstrated ability to elevate analysis from BUlevel performance to an enterprisewide, forwardlooking view that informs executive and boardlevel decisions
Strong forwardlooking analytical mindset, with experience developing scenarios, sensitivities, and riskbased perspectives that anticipate future outcomes and inform strategic tradeoffs
Comfortable operating in ambiguity and guiding leadership through uncertainty using datadriven insights
Exceptional executivelevel storytelling skills, including the ability to synthesize forecasts, trends, and complex analyses into concise, compelling narratives that clearly articulate implications, options, and recommended paths forward, not just results to date
People leader who builds highperforming FP&A teams and a culture of curiosity, encouraging analysts to challenge assumptions, explore "what could happen," and continuously improve analytical approaches, tools, and data visualization to strengthen forwardlooking insight
Bachelor's Degree in Accounting, Finance, or Business Administration, or the equivalent combination of training, education and experience
Desired Qualifications:
Master's degree in Business Administration, Finance, or related field
Extensive experience with bank or credit union financials
Hours:
Available Monday - Friday, 8:00AM - 4:30PM
Location:
820 Follin Lane, Vienna, VA 22180 | 5510 Heritage Oaks Drive, Pensacola, FL 32526
Equal Employment Opportunity & Accommodations:
All qualified applicants will receive consideration for employment without regard to age, race, sex, color, religion, national origin, disability, veteran status, pregnancy, sexual orientation, genetic information, gender identity or any other basis protected by applicable law. If you need accommodation or assistance for a qualifying condition to complete the online application, you can contact Navy Federal's Medical Accommodations team at medicalaccommodations@navyfederal.org or by calling 1-888-503-6013.
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To manage the Financial Planning & Analysis function responsible for the development of Navy Federal's Annual Financial Plan and Quarterly Forecasts. Manage operations and oversee the financial planning activities required to maintain the corporate financial planning framework and financial reporting. Oversee the preparation of financial reports and provide analysis, decision support and strategic input to senior management and various groups across the organization.
Responsibilities
Manage and direct operations to ensure targets, service level agreements and corporate objectives are met
Manage and coordinate the corporate Annual Financial Plan (AFP) and Quarterly forecast processes
Collaborate with the Finance Technology team on the development and maintenance of Navy Federal's Oracle EPM suite, e.g., Hyperion Planning, Essbase and Oracle Business Intelligence
Review consolidated summaries of department plan submissions for completeness, accuracy and compliance with functional directives
Direct the preparation of AFP reports and presentations for senior management and prepare comprehensive and/or ad hoc analyses in support of strategic decisions
Review monthly financial reporting packages for distribution to business units across the organization
Oversee the administration, development and maintenance of corporate financial planning framework
Serve as subject matter expert regarding business functions, systems, policies and/or procedures
Partner across departments to perform financial and statistical analysis of income and expense drivers
Oversee development of complex financial models used to forecast revenues and expenses for the business units
Oversee, plan, and conduct complex analyses, data modeling, and reporting
Oversee and analyze complex financial information and reports to provide accurate and timely financial recommendations to senior management for decision making purposes
Identify areas of improvement; determine solutions; implement enhancements/changes to improve operations, standards and results
Partner with Enterprise Technology Services (ETS), Finance Technology, and external consultants to develop functional requirements and implement system enhancements and modifications
Manage and direct business area efforts to improve system reports, enhance or develop business rules and design better data gathering forms in Hyperion Planning
Manage development and maintenance of financial reports in Financial Reporting Studio and Smartview
Development of Executive level presentations on business results, performance analysis, financial models, Forecasts and Budgets, etc.
Collaborate with our Business Unit Finance (BUF) partners to manage and develop the department strategy and strategic plan by working with the department executives and leadership, and other Navy Federal senior executives
Ensure alignment with department strategic plan and initiatives with corporate strategy and strategic plans
Performs other duties as assigned
Qualifications
Significant experience in work which displays increasing levels of responsibility and/or authority
Expert knowledge of one or more of the following: Oracle EPM Suite, financial planning and analysis, budgeting theories and practices, and variance analysis
Expert knowledge of data querying, reporting, forecasting, analysis and operations research, including statistical methods and modeling
Extensive experience in developing complex financial modelling, explaining financial analysis both at the business and at a technical level
Extensive experience in creating and delivering Executive-level presentations
Significant experience with strategic planning, business process mapping and re-engineering
Significant experience in demonstrating thought-leadership, initiative-taking, decision-making and creatively solving business problems
Significant experience in managing cross-functional, multi-dimensional teams and projects of the highest complexity which have business risk and impact
Experience supervising and leading professional employees
Ability to work independently and in a team environment
Expert research, analytical, and problem solving skills
Expert skill presenting findings, conclusions, alternatives and information clearly and concisely
Advanced skill to influence, negotiate and persuade to reach agreeable exchange and positive outcomes
Advanced skill interacting with staff, management, vendors, and members diplomatically & tactfully
Advanced word processing and spreadsheet software skills
Expert database and presentation software skills, including dashboarding through BI tools
Significant experience in corporate FP&A environments, with ownership of consolidated planning, forecasting, and outlooks that integrate multiple business units
Demonstrated ability to elevate analysis from BUlevel performance to an enterprisewide, forwardlooking view that informs executive and boardlevel decisions
Strong forwardlooking analytical mindset, with experience developing scenarios, sensitivities, and riskbased perspectives that anticipate future outcomes and inform strategic tradeoffs
Comfortable operating in ambiguity and guiding leadership through uncertainty using datadriven insights
Exceptional executivelevel storytelling skills, including the ability to synthesize forecasts, trends, and complex analyses into concise, compelling narratives that clearly articulate implications, options, and recommended paths forward, not just results to date
People leader who builds highperforming FP&A teams and a culture of curiosity, encouraging analysts to challenge assumptions, explore "what could happen," and continuously improve analytical approaches, tools, and data visualization to strengthen forwardlooking insight
Bachelor's Degree in Accounting, Finance, or Business Administration, or the equivalent combination of training, education and experience
Desired Qualifications:
Master's degree in Business Administration, Finance, or related field
Extensive experience with bank or credit union financials
Hours:
Available Monday - Friday, 8:00AM - 4:30PM
Location:
820 Follin Lane, Vienna, VA 22180 | 5510 Heritage Oaks Drive, Pensacola, FL 32526
Equal Employment Opportunity & Accommodations:
All qualified applicants will receive consideration for employment without regard to age, race, sex, color, religion, national origin, disability, veteran status, pregnancy, sexual orientation, genetic information, gender identity or any other basis protected by applicable law. If you need accommodation or assistance for a qualifying condition to complete the online application, you can contact Navy Federal's Medical Accommodations team at medicalaccommodations@navyfederal.org or by calling 1-888-503-6013.
#J-18808-Ljbffr