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Head of Financial Planning and Analysis in Huntington Beach, CA at Nuvision Credit Union

Date Posted: 1/9/2019

Job Snapshot

Job Description

Salary Range: $ 96,771.48  - $120,964.35 annually

In conjunction with the CFO, this key leadership role is responsible for leading the budgeting, forecasting, long-term planning, and business strategic analysis of the credit union. Conducts financial analysis, modeling, forecasting and reporting efforts to ensure business objectives are met. Reviews analysis results, develops insightful suggestions for investment, sourcing, cost reduction and leads strategic business decisions.

Responsible for interest rate risk reporting, annual budgeting/forecasting process, variance reporting and analysis, managing profitability at multiple levels (Product, Member, Branch, Line of Business, Channel . . .), and developing financial models to assist with new products or services.

Works closely with the Controller to ensure accounting process in place to support management reporting process. Works closely with the Treasurer to ensure appropriate liquidity and utilization of assets are maintained.

Adds value to the Credit Union by providing accurate analysis, budgeting, forecasting, ALM modeling, and reporting of information related to all areas of the credit union. Leads with an expectation of teamwork & collaboration with internal business partners across the organization and viewed as role models for the organization.


  • Recommends and executes profitability metrics and strategy to deliver regional and business line results that meet credit union needs.
  • Work with business partners and department heads to coordinate annual budget and variance reporting.
  • Manage ALCO model and back test to validate all input and assumptions.
  • Develop and update forecasting models to identify, measure and monitor risk and opportunities.
  • Develop financial models, analyses and reporting to assess member, product, branch and other channel profitability.
  • Provide information and consultation for the financial impacts of new product and service offerings.
  • Monitor performance indicators and trends to analyze the drivers of unexpected results.
  • Monitors performance, provides ongoing performance feedback and coaching to direct reports, indirect reports and others as needed, and conducts performance & development conversations as well as effective performance evaluations. Expects and enables team members to support the works of peers. Provide appropriate communications and updates to upline leaders pertaining to areas of responsibilities.
  • Supports and participates in continuous improvement activities. Represents the Credit Union in a positive and professional manner. Maintains member, team members and other sensitive information with confidentiality. Treats co-workers and members with respect.
  • Supports, participates and volunteers in credit union member community activities, member relations and events that promotes member centric experiences.
  • Other related duties as assigned.

Job Requirements


  • 5+ years with a larger, regionally organized financial institution.
  • Profitability measurement and modeling
  • Strong management and interpersonal skills with all levels of staff, organizational skills.

  • Exposure to executive level interaction and reporting preferred.
  • Ability to problem solve. Presentation skills and self-starter.
  • Business Acumen, Process Management, Negotiating, Conflict Management, Developing Direct Reports, Motivating Others, Sizing Up People , Verbal and Written Communication skills essential
  • CPA, CFA, or CMA
  • Knowledge at a level normally acquired through completion of a Bachelor's degree in Finance, Business Administration, or related field, in order to acquire the technical background necessary to perform assigned.