Job Description
Respect. Integrity. Ethics. Compassion. Humor. At Central Willamette Credit Union, our values aren't slogans—they shape how we show up for each other, our members, and our community.
Our purpose is simple:
build local loyalty, connect to community, and make life easier for those we serve. We hire people who like solving problems, embrace change, stay curious, and can enjoy a good laugh while doing meaningful work. We are currently seeking a Senior Analyst - Financial Planning & Analysis (FP&A) to serve as a strategic partner in driving the financial health and performance of the Credit Union. This role blends high-impact FP&A leadership with strong accounting expertise , supporting budgeting, forecasting, modeling, and performance insights—while helping ensure sound financial operations, compliance, and a culture of continuous improvement aligned with CWCU's values of Respect, Compassion, Ethics, Integrity, and Humor . What You'll Do (Key Responsibilities) Financial Planning & Analysis (70%) Partner with business units to develop forecasts, budgets, and long-range financial plans Conduct scenario analysis, financial modeling, and sensitivity analysis to evaluate business initiatives and investment opportunities Provide actionable insights and recommendations to improve financial performance, efficiency, and member value Prepare and present financial analysis to senior management and support strategic planning initiatives Advocate for change and recommend improvements that benefit employees and members Develop, monitor, and report on key financial metrics , trends, and variances to support decisions Support the annual budgeting process, including data gathering, analysis, and presentation of budget vs. actual results Demonstrate a proactive, can-do attitude and commitment to accuracy and timeliness in reporting Audit, Compliance & Risk Management (15%) Assist with internal and external audits by preparing and submitting requested materials Support exam and audit preparation, including resolution of regulatory and audit findings Support compliance with Credit Union policies, procedures, and applicable state and federal regulations through accurate reporting, analysis, and documentation Identify and mitigate financial risks through proactive analysis and process improvements Make sound decisions aligned with organizational priorities and the highest standards of ethics and integrity Training, Mentorship & Team Collaboration (10%) Mentor and train accounting staff; provide guidance and support as needed Foster cooperation and collaboration within the accounting team to achieve department goals Establish and maintain effective relationships internally, with members, and with community partners Communicate clearly and concisely, tailoring messages to the audience and building rapport at all levels Support a culture of continuous learning, open dialogue, and shared achievement Other Duties (5%) Attend training sessions and stay updated on policies and regulatory requirements Perform additional responsibilities as assigned, ensuring alignment with CWCU values and continuous improvement What We're Looking For Bachelor's degree in Accounting, Finance, or related field ( CPA, CMA, or CFA preferred ) 3+ years of relevant experience in financial planning and analysis, treasury, ALM , preferably within a financial institution Demonstrated understanding of GAAP , financial institution accounting, and regulatory requirements Advanced proficiency in accounting and financial analysis tools (e.g., Great Plains, Excel, Power BI , or similar) Strong analytical, organizational, and leadership skills with the ability to manage multiple priorities Excellent communication and interpersonal skills, including the ability to present complex financial information to non-financial stakeholders Proven ability to work independently and collaboratively in a fast-paced, team-oriented environment Commitment to CWCU's core values and competencies, including integrity, respect, compassion, and continuous improvement What We Offer Vacation:
2 weeks (Year 1), 3 weeks (Year 2), 4 weeks (Year 3) Paid time off: 10 paid holidays + 5 paid sick days annually Benefits:
Medical, dental, and vision starting the 1st of the month after hire 401(k): Employer match after 6 months Incentive:
Semi-annual bonus up to 5% of annual salary Professional growth: Training and development support Work style: Primarily remote ; some in-person meetings are expected a few days each month after training. Apply today and join a team that is committed to your success and the success of our community! Salary $68,560-$85,700
