Developing reports for management decision making at Bank of America. Collaborating with stakeholders while utilizing reporting tools and methodologies.
About the role
- Planning & Financial Reporting Analyst at BECU providing financial analysis and reporting to support sound financial decisions and strategic planning. Collaborating with various business units to drive insights and performance metrics.
Responsibilities
- 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.
Requirements
- 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.
- CPA or CMA certification (desired)
- Background in financial services or banking (desired)
Benefits
- 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
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