Corporate FP&A Manager

Oregon State Credit Union

$114K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 5+ years of relevant experience in financial analysis or forecasting
  • Strong expertise in budgeting, modeling, and forecasting processes
  • Experience in Asset/Liability Management (ALM) and balance sheet analytics
  • Bachelor's degree in Finance, Accounting, Economics, or Mathematics
  • Advanced proficiency in Microsoft Excel; familiarity with FP&A or ALM systems preferred
  • Excellent verbal and written communication skills
  • Proven ability to collaborate effectively with stakeholders at all levels.

Responsibilities

  • Deliver forward-looking financial insights and recommendations
  • Lead budgeting and forecasting processes
  • Analyze complex data and identify financial trends
  • Enhance financial planning tools and processes
  • Partner cross-functionally with business leaders
  • Support strategic decision-making with data-driven analysis
  • Contribute to the long-term financial health of the credit union.

Benefits

  • Collaborative and positive workplace culture
  • Initial and ongoing support, training, and mentorship with promotion opportunities
  • Competitive wages, bonuses, and paid holidays
  • 100% employee coverage for medical, dental, vision, life, and disability insurance
  • Generous 401k Plan with credit union match
  • Tax-saving Flexible Spending and Health Savings Plans
  • Company clothing, wellness, and recognition programs.
Full Job Description
As the FP&A Manager, you will play a critical role in shaping the organization's financial direction by delivering forward-looking insights, leading budgeting and forecasting processes, and providing data-driven analysis to support strategic decision-making. You'll partner cross-functionally with business leaders, enhance financial planning tools and processes, and help ensure the long-term financial health of the credit union.

What you'll need to be successful:

Financial Leadership & Expertise: Strong experience in financial analysis, forecasting, modeling, and budgeting. Knowledge of Asset/Liability Management (ALM) and balance sheet analytics

Analytical & Problem-Solving Skills: Ability to analyze complex data, identify trends, and translate insights into actionable recommendations. High level of accuracy and attention to detail.

Communication & Collaboration: Excellent verbal and written communication skills. Strong ability to partner with stakeholders across all organizational levels

Experience & Education: Five+ years of relevant experience in financial analysis, forecasting, or related fields. Experience in a financial institution preferred

Bachelor's degree in Finance, Accounting, Economics, Mathematics, or related field. Advanced proficiency in Microsoft Excel; experience with FP&A or ALM systems preferred.

Ways we'll appreciate you:
  • A collaborative and positive workplace culture
  • Initial and on-going support, training and mentorship with promotion opportunities
  • Competitive wages, bonuses, paid holidays and paid time off
  • 100% credit-union-paid employee coverage for medical, dental, vision, life and disability insurance; dependent coverage also available
  • 401k Plan with an amazingly generous credit union match!
  • Tax-saving Flexible Spending and Health Savings Plans
  • Premier membership perks, company clothing, wellness and recognition programs

Location: Operations Center - 4800 SW Research Way, Corvallis
Work type: Full-time, hybrid and exempt
Compensation: $114k/year DOE + bonus

The information above provides the general nature of work performed in this position and outlines primary qualifications. The successful candidate must be able to demonstrate that they have the legal right to work in the US and pass a background screening to the satisfaction of Oregon State Credit Union.

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