Corporate FP&A Manager

PenFed Credit Union; McLean (VA); Hybrid; USD 110,000 - 140,000; Full time

Job summary

A leading financial institution in Virginia is seeking a Corporate FP&A Manager to join their team. This hybrid role involves critical responsibilities in forecasting, budgeting, and strategic analysis. The ideal candidate should have a Bachelor's degree, 8+ years of relevant experience, and strong communication skills. You'll collaborate with various teams to ensure alignment with financial objectives while providing insights to senior leadership. Competitive benefits and professional growth opportunities are available.

Benefits

Robust medical, dental, and vision plans

401k with employer match

On-site fitness facilities

Plenty of paid time off

Qualifications

• Bachelor’s degree required.
• 8+ years of experience in financial services or consulting required.
• Must have demonstrated data analysis skills.
• Experience with bank financial statements is required.
• Excellent communication skills needed.
• Analytical mindset with the ability to present data effectively.

Responsibilities

• Develop financial forecasts with the Business Advisory Group.
• Support budgeting efforts related to company financial statements.
• Deliver insightful executive summaries and dashboards.
• Identify and communicate trends and risks across business units.
• Prepare executive-level presentations through data visualization.
• Support the VP with actionable recommendations.

Skills

Data analysis

Interpersonal skills

Time-management

Communication skills

Problem-solving

Team collaboration

Education

Bachelor's degree in business administration, Accounting, Finance or Engineering

Tools

Excel

PowerPoint

Tableau

Hyperion

OneStream

QRM

Job description

Overview

Are you looking to take your career from good to great? As an employee of PenFed, every day is an opportunity to thrive, and be part of a team working to ensure our organization is providing world class service to our members, employees, and our communities. We exist to help our members realize their full potential, educate and encourage their dreams, and make every effort to follow our mission and help our members “do better.” Joining PenFed is more than being an employee; it’s about being a part of the PenFed family.

PenFed is hiring a (Hybrid) Corporate FP&A Manager at our Tysons, Virginia location. We are seeking an initiative-taking Manager to join our Corporate FP&A team. The role will play a critical part in forecasting, budgeting, and strategic analysis, with a strong emphasis on executive communication, data storytelling and impactful presentation delivery. The Manager will have a strategic consulting mindset with ability to support analysis of business endeavors, research projects, and strategic initiatives. The ideal candidate will be both analytically sharp and confident communicator who can turn complex financial data into clear, compelling insights for senior leadership.

Responsibilities

Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. This is not intended to be an all-inclusive list of job duties, and the position will perform other duties as assigned.

• Collaborate with the Business Advisory Group, Corp FP&A, Treasury, and Credit Risk Teams to develop financial forecasts and analysis of strategic initiatives, ensuring alignment to PenFed’s financial objectives.
• Support budgeting and financial forecasting efforts related to PenFed’s total company financial statements.
• Consolidate and interpret financial results to deliver insightful executive summaries and dashboards.
• Identify and communicate trends, risks and opportunities across business units and functional areas through structured analysis and data visualization.
• Prepare business cases and Executive-level presentations through data visualization and translation of data insights into clear, concise, easy-to-understand content, including monthly forecasting decks and strategic planning materials.
• Support the VP, Corp FP&A with development of actionable recommendations to improve performance, mitigate risk, and capitalize on opportunities.
• Support management of forecasting process by providing hands-on assistance to organize task plans, forecasting calendars and follow-up with stakeholders as needed.
• Support organizational change and learning by embracing new, flexible, and agile approaches to improve business performance, processes, innovation, and efficiency.
• Contribute to PenFed’s culture of collaboration by actively working across business lines to gather data, communicate insights, and share knowledge.

Qualifications

An equivalent combination of education and experience is considered.

• Bachelor’s degree in business administration, Accounting, Finance or Engineering required.
• Minimum of eight (8) years of relevant experience in consulting, financial services, or banking.
• Demonstrated data analysis skills and the ability to connect data insights to key financial and business issues.
• Understanding of bank financial statements, specifically balance sheet and income statements.
• Understanding of the retail banking business and/or the credit union industry.
• Excellent interpersonal, oral, and written communication and organizational skills required with ability to work with all management levels.
• Experience working with large datasets and knowledge of various financial software packages and tools (e.g., Hyperion, OneStream, QRM) is strongly preferred.
• Advanced Excel and strong PowerPoint skills required.
• Data visualization skills: experience in Tableau or other data visualization software is preferred.
• Concise, organized written communication and presentation skills, and able to prepare and summarize data effectively for management.
• Excellent troubleshooting and critical thinking skills.
• Ability to work independently in a fast-paced, dynamic environment.
• Time-management skills and ability to prioritize in a changing environment.
• Strong people skills: ability to build and manage relationships with the team and senior management.
• Skill leading with diplomacy and tact while maintaining appropriate assertiveness and persistence.
• High attention to detail, intellectual curiosity, and business acumen.

Supervisory Responsibility

This position will not supervise employees.

Licenses and Certifications

There are no additional certifications required.

Work Environment

While performing the duties of this job, the employee is regularly exposed to an indoor office setting with moderate noise.

Most roles require working in an office setting with moderate noise and the ability to lift 25 pounds.

Travel

The ability to travel to various worksites and be on-call may be required.

About Us

Established in 1935, PenFed today is one of the country’s strongest and most stable financial institutions with over 2.9 million members and over $31 billion in assets. We serve members in all 50 states and the District of Columbia, as well as in Guam and Puerto Rico. We are federally insured by NCUA and we are an Equal Housing Lender. We are available to members worldwide, via the web, seven days a week, twenty-four hours a day. We provide our employees with a lucrative benefits package including robust medical, dental and vision plan options, plenty of paid time off, 401k with employer match, on-site fitness facilities at our larger locations, and more. Equal Employment OpportunityPenFed management will maintain and observe personnel policies which will not discriminate or permit harassment or retaliation against a person because of race, color, creed, age, sex, gender, gender identity, gender expression, religion, national origin, ancestry, marital status, military or veteran status or obligation, the presence of a physical and/or mental disability or medical condition, genetic information, sexual orientation, and all statuses protected by applicable state or local law in all recruiting, hiring, training, compensation, overtime, position classifications, work assignments, facilities, promotions, transfers, employee treatment, and in all other terms and conditions of employment. PenFed will also prohibit retaliation against individuals for raising a complaint of discrimination or harassment or participating in an investigation of same. PenFed will also reasonably accommodate qualified individuals with a disability so that they can apply for a job or perform the essential functions of a job unless doing so causes a direct threat to these individuals or others in the workplace and the threat cannot be eliminated by reasonable accommodation or if the accommodation creates an undue hardship to PenFed. Contact human resources (HR) with any questions or requests for accommodation.