Planning & Financial Reporting Analyst

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. About Us Job Alerts: If you would like to be kept informed of new potential opportunities You will be asked to create an account if you do not already have one. From our very beginning, BECU has been about people helping people. As a financial services cooperative, our purpose has and always will be the same: we work together to best serve our members and improve the financial well-being of our community. More than 80 years and one million members later, we're still rooted in our values, practices and mission - and even more passionate about our future. As one of the nation's leading credit unions, we're not driven by profit. We're owned by our members and their interests are at the core of everything we do. Now we're growing faster than ever before-but we'll never forget our roots. To continue doing right by our members, we believe we must first do right by our people. Here, you'll receive the resources and support you need to learn, grow and build a meaningful career. Because we know it's our people who make us special. Apply tot his job