Grow Financial Federal Credit Union hiring VP Financial Planning and Analysis in United States | LinkedIn (2024)

At Grow Financial Federal Credit Union, we believe in service — to our 300,000 members, 600 team members and local communities. We’re not just your average bank. We’re a credit union, owned by our members and dedicated to serving people, not profit. We know that happy, engaged people provide the best service, so we live by our mantra Be Bold. Be Great. Have Fun. Consistently named a Top Workplace by the Tampa Bay Times among multiple national awards we strive to develop a diverse, collaborative culture where you can grow personally and professionally.

Our “work from where you do your best work” strategy provides flexibility to our team members — who currently reside across the U.S. — with a variety of remote, hybrid and in-person roles. We enjoy plenty of opportunities to stay connected through video collaboration, digital tools, community service initiatives and numerous activities. Whether you thrive in a remote setting, prefer the energy of in-person collaboration or seek a balance between the two, you'll find your fit here. Join us as we seek to make things grow — people, communities, money and dreams.

Grow Financial is headquartered in Tampa, FL. For remote roles, candidates must be located in the following states AL, AZ, AR, DE, FL, GA, ID, IN, IA, KS, KY, LA, MS, MO, MT, NE, NH, NC, ND, OH, OK, PA, SC, SD, TN, TX, UT, VA, WV, WI, WY.Some of our Benefits/Perks

• Medical/Dental/Vision Insurance
• Employee discount on loans Team members qualify for a discount on consumer and mortgage loans.
• Tuition Reimbursem*nt of up to $5,250 per year for full-time team members.
• Paid Time Off 15 days/year & over 10 Paid Holidays
• Paid Volunteer Days Grow provides two bi-annual paid volunteer days to all team members.
• Retirement Benefits (401K) Grow matches up to 8% for team members.
• Growth Potential In-house training department dedicated to helping our team members reach their maximum potential.

This position has the overall responsibility of leading all activities related to financial planning and analysis for the credit union. This includes developing and enhancing product level pricing and profitability analysis, supporting departmental strategic objectives, developing business cases, and executing profitable and/or cost-effective solutions that enhance member experiences; establishing metrics to measure performance, usage and profitability; collaborating with business partners to promote business development activities internally/externally. Responsible for the preparation of the Capital and Operational Budget and expense analysis as well as the ongoing forecasting activities.

Required Skills & Experience

• Bachelor of Arts/Science degree in Finance from an accredited college or university required; Master’s degree from an accredited college or university is preferred.
• Seven years of Finance related experience in financial reporting analysis, budgeting, product cost formatting, pricing and profitability analysis, asset liability management and cash flow analysis required.
• Five years of strategic leadership experience required.
• Good working knowledge of GAAP and FASB.
• Must be skilled in using budget software programs.
• Expert level competency with MS Excel is required.
• Working knowledge of Power BI is preferred.
• Must have excellent communication and interpersonal skills to interface with credit union personnel.
• Must be able to work independently and maintain tight schedules.

Physical Demands

• Must be able to sit for extended periods of time.
• Must be able to see.
• Must be able to read, write, speak, and type English.
• Must be able to hear and use a telephone.
• Use of computer requires repetitive keystrokes.

Work Environment

• This role is fully remote, with the option to work from our HQ or retail locations.

Apply online today! An Equal Opportunity Employer Minorities/Females/Veteran/Disabled