AVP Manager, Financial Planning & Analysis (FP&A)

Reposted 19 Hours Ago
Be an Early Applicant
Oklahoma City, OK, USA
In-Office
131K-164K Annually
Senior level
Financial Services
The Role
Leads financial planning, forecasting, modeling, variance analysis, and performance reporting for a credit union. Provides actionable insights to support strategic decisions, resource allocation, and financial discipline. Manages a team, partners cross-functionally, develops financial plans, and presents data-driven recommendations to leadership. The role requires advanced Excel and financial modeling expertise, proficiency with Anaplan, ERP systems, Power BI, and strong knowledge of GAAP and financial reporting.
Summary Generated by Built In

At TFCU, we welcome people of all backgrounds. We know that embracing a diverse team makes us a stronger and better organization. Here you can expect a professional workplace where all employees have the opportunity to feel seen, respected, valued and heard.

Tinker Federal Credit Union’s Finance department has an immediate opening for an AVP Manager, Financial Planning & Analysis! This is an exciting opportunity to join the largest and best credit union in Oklahoma! We offer competitive pay, a robust benefits package, a “smart casual dress code” and much more! We want you to work and grow at TFCU, so there will be many opportunities for professional development and growth through training and continued education. We value you at TFCU!

 

As an AVP Manager, Financial Planning & Analysis, you will be responsible for the following:

  • Serving as a key partner responsible for leading the credit union’s financial planning, forecasting, modeling, and performance analysis activities.
  • Delivering accurate, timely, and actionable financial insights that support organizational decision making and long‑term strategy.
  • Developing forward‑looking financial plans, conducts variance and trend analyses, and provides data‑driven guidance that enhances financial discipline and informs resource allocation.
  • Leading a team that collaborates with business units across the organization to drive performance, optimize financial outcomes, and align results with strategic goals.

Salary Range:

This is an exempt position. The starting salary range is $131,113.13 - $163,891.42 however, actual placement within the range will be determined individually based on your experience relative to organizational needs and internal salary equity.

 

Schedule:

Normally works a weekday schedule, but may be required to work evenings, holidays, or weekends. May be required to travel overnight with or without notice. Could be subjected to on-call status.

 

Education/Experience:

A bachelor’s degree in Finance, Accounting, or a related field is required, along with seven years of experience in progressively responsible accounting or finance roles, including at least one of those seven years in a supervisory, lead, or senior‑level capacity. Applicable work experience and/or military experience may be substituted for education at the rate of two years of experience for one year of education. Applicable additional education levels or relevant but not required certifications may be eligible to satisfy minimum experience requirements. Experience performing FP&A work within financial institutions is preferred.

 

Certificates, Licenses, Registrations:

  1. Incumbent Bonding REQUIRED by TFCU’s chosen authority.
  2. Valid driver’s license, maintaining an acceptable Motor Vehicle Record.
  3. Relevant professional certifications (e.g., CPA, CMA, CFA, or FPAC) are preferred.

 

Keys to success:

In order to be successful as an AVP Manager, Financial Planning & Analysis you must possess these qualifications:

  • Demonstrated leadership abilities with the capacity to guide teams, oversee complex financial projects, and build strong cross‑functional relationships with key stakeholders.
  • Exceptional oral and written communication skills with the ability to present complex financial information and craft clear, compelling data‑driven narratives for senior leadership and other varying non‑finance audiences.
  • Advanced analytical and problem‑solving skills with the ability to interpret data, identify trends, and translate insights into actionable business recommendations.
  • Expertise in financial modeling and Excel with experience designing and implementing models that support strategic decision making.
  • Strong organizational and prioritization skills with the ability to manage multiple deadlines, operate independently, and perform effectively in a fast‑paced environment.
  • Proficiency with financial planning systems (e.g., Anaplan) and familiarity with ERP platforms to support forecasting, reporting, and process optimization.
  • Proficiency with data analysis and visualization tools such as Power BI to support advanced reporting and analytics.
  • Strong understanding of GAAP and financial reporting principles with the ability to connect accounting outcomes to broader business strategies.

 

Tinker Federal Credit Union is an Equal Opportunity Employer and is committed to providing an environment free of harassment and discrimination. We celebrate the unique differences of our employees, and welcome people of all backgrounds. We do not discriminate on the basis of race, religion, color, national origin, sex, age, marital status veteran status, disability status, pregnancy status, parental status, political affiliation, or any other status protected by law. If you are a qualified individual with a disability or a disabled veteran, you may request a reasonable accommodation if you are unable or limited in your ability to access job openings or apply for a job on this site as a result of your disability. You can request reasonable accommodations by contacting Talent Acquisition at [email protected].

Skills Required

  • Bachelor's degree in Finance, Accounting, or a related field
  • Seven years of progressively responsible accounting or finance experience
  • At least one year of supervisory, lead, or senior-level experience
  • Applicable work experience and/or military experience may substitute for education at a rate of two years of experience for one year of education
  • Experience performing FP&A work within financial institutions
  • Incumbent bonding as required by TFCU's chosen authority
  • Valid driver's license and acceptable Motor Vehicle Record
  • CPA, CMA, CFA, or FPAC certification
  • Leadership experience guiding teams and overseeing complex financial projects
  • Advanced analytical, problem-solving, communication, and organizational skills
  • Expertise in financial modeling and Microsoft Excel
  • Proficiency with financial planning systems such as Anaplan and familiarity with ERP platforms
  • Proficiency with data analysis and visualization tools such as Power BI
  • Strong understanding of GAAP and financial reporting principles
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The Company
HQ: Oklahoma City, OK
750 Employees
Year Founded: 1946

What We Do

Tinker Federal Credit Union (TFCU) is a not-for-profit, member-owned financial cooperative and Oklahoma’s largest credit union. Founded to help members save and borrow, it provides everyday money-management services, checking and mobile banking, savings products, and consumer lending such as auto and home loans. With more than 450,000 members and over $6 billion in assets, TFCU helps members do more with their money.

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