Planning & Financial Reporting Analyst

Posted 3 Days Ago
7 Locations
Remote or Hybrid
81K-150K Annually
Senior level
Fintech • Financial Services
We are a not-for-profit organization guided by the credit union philosophy of “people helping people."
The Role
The role involves providing financial analysis, supporting strategic planning, conducting variance analysis, and creating executive-level presentations to improve financial decision-making.
Summary Generated by Built In

Is it surprising to hear that a financial institution of 1.5 million members and over $30 billion in managed assets say that success comes from focusing on people, not profits?
Our “people helping people” philosophy has guided us since 1935, driving our deep commitment to serving our members, communities, and each other. When you join our team, you become part of a purpose-driven organization where your work makes a real difference.
While we’re proud of our history, we’re even more excited about our future. With business and technology transformation on the horizon, there’s never been a better time to be part of BECU.

PAY RANGE

The Target Pay Range for this position is $104,000.00-$126,900.00 annually. The full Pay Range is $80,800.00 - $150,200.00 annually. At BECU, compensation decisions are determined using factors such as relevant job-related skills, experience, and education or training. Should an offer for employment be made, we will consider individual qualifications. In addition to your salary, compensation incentives are available for the hired applicant. Incentives are performance based and targets vary by role.

BENEFITS – because people helping people starts with supporting you

  • 401(k) Company Match (up to 3%)

  • 4% annual contribution to your 401(k) by BECU

  • Medical, Dental and Vision (family contributions as well)

  • PTO Program + Exchange Program

  • Tuition Reimbursement Program

  • BECU Cares volunteer time off + donation match

To join our dynamic team, we require candidates to be residents of WA, OR, ID, AZ, TX, GA, or SC. If you’re located in Washington state and within a reasonable driving distance from Tukwila, we are requesting that you come into our HQ on Tuesdays & Wednesdays.  For those candidates that live outside the commute distance of TFC and in any of our approved remote work locations, this role will be remote. Remote or onsite, we are committed to ensuring you are fully engaged and included in our collaborative environment.  

 

IMPACT YOU’LL MAKE 

 

In this role, you’ll help BECU make sound financial decisions by providing accurate, actionable analysis to leaders across the organization. Your ability to uncover meaningful insights and communicate them clearly will empower teams to better serve our members. You’ll partner directly with business units to ensure financial plans align with our goals, and your work will support critical forecasting and reporting initiatives. If you're ready to take ownership, solve problems, and be a strategic financial voice, this is your opportunity. 

 

WHAT YOU’LL DO 

 

  • Partner with other areas of Finance: Act as a trusted financial liaison and primary point of contact for planning and reporting needs. 

  • Own Expense Variance Analysis: Prepare and deliver detailed monthly expense, project, and FTE reports with insights comparing plan and actuals. 

  • Support Strategic Planning: Contribute to the development of the annual financial plan and ongoing forecasts. 

  • Deliver Executive-Level Insights: Create polished PowerPoint presentations and reporting for senior leadership. 

  • Drive Problem Solving: Identify cost improvement opportunities and provide actionable recommendations to stakeholders. 

  • Master the Tools: Use advanced Excel techniques (pivot tables, vlookups, data extraction) and OneStream for reporting and analysis. 

  • Lead Ad-Hoc Projects: Execute independent financial analyses and provide consultative support to Finance Business Partners. 

  • Contribute to Cross-Team Success: Collaborate with peers and departments on initiatives that require both strategic and tactical financial input. 

 

This isn’t just about ticking off tasks on a list. It's about making a significant, positive change in BECU’s journey, where your contributions are valued, and your growth is continually fostered. 

 

WHAT YOU’LL GAIN 

 

  • A collaborative environment where your ideas directly influence strategy 

  • The opportunity to present to senior executives and impact key decisions 

  • A role that encourages autonomy, creativity, and ownership 

  • Access to modern planning tools including OneStream 

  • Meaningful work that contributes to better financial outcomes for our members 

 

QUALIFICATIONS 

 

Minimum Qualifications

  • Bachelor’s degree in accounting, finance, business, or equivalent experience 

  • Minimum 5 years of financial analysis experience, including reporting and presenting to executive leadership, advanced Excel and PowerPoint skills (e.g., pivot tables, vlookups, data extraction), and working knowledge of OneStream or comparable planning/reporting tools.  

 

Desired Qualifications 

  • CPA or CMA certification 

  • Background in financial services or banking 

 

JOIN THE JOURNEY

 

Ready to make an indelible impact? Eager to be part of a collaborative and innovative team where your ideas and contributions don’t just fill a role but fuel the growth and success of BECU? This is more than a job – it’s a chance to elevate your career, skills, and future, all while contributing to the robust operational landscape of BECU. 

 

Embrace the opportunity to grow with us. Apply now, bring your expertise to the table, and let’s achieve excellence together at BECU. Your journey of influence, innovation, and impactful contribution starts now. #BECU #YourGrowth #BECUJourney 

EEO Statement:


BECU is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, veteran status, disability, sexual orientation, gender identity, or any other protected status.

Top Skills

Excel
Onestream
PowerPoint
Am I A Good Fit?
beta
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.

The Company
HQ: Tukwila, WA
3,000 Employees
Year Founded: 1935

What We Do

As a member-owned, not-for-profit financial cooperative, we are guided by the credit union philosophy of “people helping people.” Putting people over profit guides our everyday business decisions. Unlike many financial institutions, we aren’t privately owned. As a cooperative, we are owned by our members. This drives us to do right by the member, and right by each other as coworkers. We display this in our working culture, in our day-to-day choices to ensure both members’ and employees’ needs are met. Imagine what this type of commitment could do for your work satisfaction.

Why Work With Us

We are a team-first culture that ensures every employee has the opportunity to learn and grow. We are diving headfirst into a technology transformation.

Gallery

Gallery

Similar Jobs

CrowdStrike Logo CrowdStrike

Engineering Manager

Cloud • Computer Vision • Information Technology • Sales • Security • Cybersecurity
Remote or Hybrid
18 Locations
10000 Employees

Samsara Logo Samsara

Account Executive

Artificial Intelligence • Cloud • Computer Vision • Hardware • Internet of Things • Software
Easy Apply
Remote or Hybrid
ID
4000 Employees
338K-338K Annually

CrowdStrike Logo CrowdStrike

Senior Engineer

Cloud • Computer Vision • Information Technology • Sales • Security • Cybersecurity
Remote or Hybrid
12 Locations
10000 Employees

CrowdStrike Logo CrowdStrike

Regional Alliances Manager (Remote, IDN)

Cloud • Computer Vision • Information Technology • Sales • Security • Cybersecurity
Remote or Hybrid
Indonesia
10000 Employees

Similar Companies Hiring

Camber Thumbnail
Social Impact • Healthtech • Fintech
New York, NY
53 Employees
Rain Thumbnail
Web3 • Payments • Infrastructure as a Service (IaaS) • Fintech • Financial Services • Cryptocurrency • Blockchain
New York, NY
40 Employees
Scotch Thumbnail
Software • Retail • Payments • Fintech • eCommerce • Artificial Intelligence • Analytics
US
25 Employees

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account