Director of Financial Planning & Analysis (FP&A) – Financial Services
Salary: $165,000 to $180,000 + Bonus
Why This Opportunity Stands Out:
• This is a high-impact leadership role created due to organizational growth and a recent expansion of the FP&A function under a new CFO
• The role provides direct visibility to the VP & Controller and CFO, with strong executive-level exposure and influence on enterprise strategy
• UW Credit Union is in a strong growth phase with ongoing investment in financial systems, analytics, and enterprise planning capabilities
• Opportunity to help shape and elevate the FP&A function, including ownership of budgeting, forecasting, and enterprise performance management
• Highly collaborative leadership team and culture focused on transparency, accountability, and continuous improvement
• Hybrid work environment (3 days on-site in Madison) with strong work/life balance and industry-leading benefits
• Significant opportunity to influence decision-making across branches, products, and member profitability analytics
• Exposure to modern FP&A tools and ongoing implementation of the Empyrean budgeting platform
• Ideal step-up role for a Manager-level or early Director seeking broader enterprise scope and leadership growth
Key Responsibilities for the Director of FP&A:
• Lead the enterprise budgeting, forecasting, and long-range financial planning processes
• Oversee monthly and quarterly financial performance reporting, variance analysis, and executive-level insights
• Develop and maintain profitability analysis across branches, products, and member segments
• Build and deliver financial modeling, scenario planning, and “what-if” analysis to support strategic initiatives
• Partner with Accounting, Treasury, and senior leadership to align financial planning with balance sheet and liquidity strategy
• Drive continuous improvement of FP&A processes, reporting automation, and forecasting accuracy
• Lead implementation and optimization of financial planning systems (Empyrean and related analytics tools)
• Manage and develop a small FP&A team (2–3 direct reports), building analytical capability and business partnership skills
• Translate complex financial data into clear, actionable insights for executive leadership and board-level discussions
Qualifications for the Director of FP&A:
• 10+ years of progressive experience in FP&A, Finance, or Accounting
• 4+ years of leadership experience managing and developing direct reports
• Financial services, banking, or credit union experience strongly preferred (or closely related industries such as insurance or investment services)
• Strong experience with budgeting, forecasting, and financial modeling in complex organizations
• Bachelor’s degree in Finance, Accounting, Business, or related field required (MBA preferred)
• Experience with FP&A systems (Empyrean, Anaplan, Adaptive, Hyperion, or similar) highly preferred
• Strong executive communication skills with the ability to influence cross-functional leadership
• Experience with profitability modeling, scenario analysis, or balance sheet dynamics is a plus
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