FINANCIAL PLANNING, REPORTING & ANAYLSIS

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    "description": "<p><strong><strong>Job Summary:</strong></strong><br />\n7 17 Credit Union is seeking a strategic and analytical leader to oversee our financial planning, reporting, and analysis functions. This role provides direction for key financial initiatives, ensuring accurate reporting, insightful analysis, and effective planning to support the credit union&rsquo;s financial goals.</p>\n\n<p>The ideal candidate will work closely with the Chief Executive Officer and Senior Leadership Team while playing a key role in the development and execution of the organization&rsquo;s Strategic Plan.</p>\n\n<p><strong><em>*Please note, this position will be on-site at our Warren, Ohio location*</em></strong></p>\n\n<p><strong><strong>Key Responsibilities:</strong></strong></p>\n\n<p><strong><strong>Financial Planning</strong></strong></p>\n\n<ul>\n\t<li>Lead the annual budgeting and forecasting process, ensuring accuracy and alignment with financial goals</li>\n\t<li>Develop cost center budgets and allocation strategies across all branches and departments</li>\n\t<li>Drive financial strategies that support organizational objectives and operational efficiency</li>\n\t<li>Conduct quarterly forecasts for income statement and balance sheet performance</li>\n\t<li>Partner with external vendors on multi-year financial modeling and scenario planning</li>\n</ul>\n\n<p><strong><strong>Reporting</strong></strong></p>\n\n<ul>\n\t<li>Oversee preparation and distribution of financial reports for internal and external stakeholders</li>\n\t<li>Coordinate enterprise-wide reporting for leadership and the Board of Directors</li>\n\t<li>Provide analysis and interpretation of financial data to support decision-making</li>\n\t<li>Develop and monitor KPIs and performance metrics tied to the Strategic Plan</li>\n\t<li>Analyze pricing strategies, peer comparisons, and product yield performance</li>\n\t<li>Ensure timely reporting across all operational areas, including lending, deposits, and branch performance</li>\n</ul>\n\n<p><strong><strong>Analytics</strong></strong></p>\n\n<ul>\n\t<li>Lead monthly P&amp;L analysis, including budget vs. actuals, forecasts, and prior year comparisons</li>\n\t<li>Conduct variance analysis on revenue, margins, and operating expenses</li>\n\t<li>Perform ad-hoc financial modeling and scenario analysis</li>\n\t<li>Evaluate product, branch, and market profitability, as well as ROI on initiatives</li>\n\t<li>Provide financial insights on loan and deposit pricing strategies</li>\n</ul>\n\n<p><strong><strong>Regulatory Compliance</strong></strong></p>\n\n<ul>\n\t<li>Ensure compliance with all applicable regulatory standards and reporting requirements</li>\n\t<li>Monitor regulatory changes and adapt financial processes as needed</li>\n</ul>\n\n<p><strong><strong>Leadership &amp; Collaboration</strong></strong></p>\n\n<ul>\n\t<li>Manage, mentor, and develop a team of financial professionals</li>\n\t<li>Set goals, provide coaching, and conduct performance evaluations</li>\n\t<li>Oversee staffing needs, including hiring and onboarding</li>\n\t<li>Partner cross-functionally to align financial priorities with organizational goals</li>\n</ul>\n\n<p><strong><strong>Strategic Planning</strong></strong></p>\n\n<ul>\n\t<li>Contribute to the development and execution of the credit union&rsquo;s Strategic Plan</li>\n\t<li>Support research, analysis, and evaluation of corporate initiatives</li>\n\t<li>Provide financial guidance to senior leadership</li>\n</ul>\n",
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    "googleJobJson": "{\"@context\":\"https://schema.org/\",\"@type\":\"JobPosting\",\"title\":\"FINANCIAL PLANNING, REPORTING & ANAYLSIS\",\"identifier\":\"J14D5669832\",\"url\":\"https://www.paycomonline.net/v4/ats/web.php/portal/6CB36AAEEAD080D6F5F51741756DE6F6/jobs/69832\",\"image\":\"https://www.paycomonline.net/v4/ats/web.php/application/style/logo?clientkey=6CB36AAEEAD080D6F5F51741756DE6F6\",\"datePosted\":\"2026-04-14\",\"description\":\"Job DetailsJob Location: Warren, OH 44483Job Summary:\\n7 17 Credit Union is seeking a strategic and analytical leader to oversee our financial planning, reporting, and analysis functions. This role provides direction for key financial initiatives, ensuring accurate reporting, insightful analysis, and effective planning to support the credit union&rsquo;s financial goals.\\n\\nThe ideal candidate will work closely with the Chief Executive Officer and Senior Leadership Team while playing a key role in the development and execution of the organization&rsquo;s Strategic Plan.\\n\\n*Please note, this position will be on-site at our Warren, Ohio location*\\n\\nKey Responsibilities:\\n\\nFinancial Planning\\n\\n\\n\\tLead the annual budgeting and forecasting process, ensuring accuracy and alignment with financial goals\\n\\tDevelop cost center budgets and allocation strategies across all branches and departments\\n\\tDrive financial strategies that support organizational objectives and operational efficiency\\n\\tConduct quarterly forecasts for income statement and balance sheet performance\\n\\tPartner with external vendors on multi-year financial modeling and scenario planning\\n\\n\\nReporting\\n\\n\\n\\tOversee preparation and distribution of financial reports for internal and external stakeholders\\n\\tCoordinate enterprise-wide reporting for leadership and the Board of Directors\\n\\tProvide analysis and interpretation of financial data to support decision-making\\n\\tDevelop and monitor KPIs and performance metrics tied to the Strategic Plan\\n\\tAnalyze pricing strategies, peer comparisons, and product yield performance\\n\\tEnsure timely reporting across all operational areas, including lending, deposits, and branch performance\\n\\n\\nAnalytics\\n\\n\\n\\tLead monthly P&amp;L analysis, including budget vs. actuals, forecasts, and prior year comparisons\\n\\tConduct variance analysis on revenue, margins, and operating expenses\\n\\tPerform ad-hoc financial modeling and scenario analysis\\n\\tEvaluate product, branch, and market profitability, as well as ROI on initiatives\\n\\tProvide financial insights on loan and deposit pricing strategies\\n\\n\\nRegulatory Compliance\\n\\n\\n\\tEnsure compliance with all applicable regulatory standards and reporting requirements\\n\\tMonitor regulatory changes and adapt financial processes as needed\\n\\n\\nLeadership &amp; Collaboration\\n\\n\\n\\tManage, mentor, and develop a team of financial professionals\\n\\tSet goals, provide coaching, and conduct performance evaluations\\n\\tOversee staffing needs, including hiring and onboarding\\n\\tPartner cross-functionally to align financial priorities with organizational goals\\n\\n\\nStrategic Planning\\n\\n\\n\\tContribute to the development and execution of the credit union&rsquo;s Strategic Plan\\n\\tSupport research, analysis, and evaluation of corporate initiatives\\n\\tProvide financial guidance to senior leadership\\n\\nQualifications7 17 Credit Union is seeking a strategic and analytical leader to oversee our financial planning, reporting, and analysis functions. This role provides direction for key financial initiatives, ensuring accurate reporting, insightful analysis, and effective planning to support the credit union&rsquo;s financial goals.\\r\\n\\r\\nThe ideal candidate will work closely with the Chief Executive Officer and Senior Leadership Team while playing a key role in the development and execution of the organization&rsquo;s Strategic Plan.\\r\\n\\r\\n&nbsp;\\r\\n\\r\\nKey Responsibilities:\\r\\n\\r\\nFinancial Planning\\r\\n\\r\\n\\r\\n\\tLead the annual budgeting and forecasting process, ensuring accuracy and alignment with financial goals\\r\\n\\tDevelop cost center budgets and allocation strategies across all branches and departments\\r\\n\\tDrive financial strategies that support organizational objectives and operational efficiency\\r\\n\\tConduct quarterly forecasts for income statement and balance sheet performance\\r\\n\\tPartner with external vendors on multi-year financial modeling and scenario planning\\r\\n\\r\\n\\r\\nReporting\\r\\n\\r\\n\\r\\n\\tOversee preparation and distribution of financial reports for internal and external stakeholders\\r\\n\\tCoordinate enterprise-wide reporting for leadership and the Board of Directors\\r\\n\\tProvide analysis and interpretation of financial data to support decision-making\\r\\n\\tDevelop and monitor KPIs and performance metrics tied to the Strategic Plan\\r\\n\\tAnalyze pricing strategies, peer comparisons, and product yield performance\\r\\n\\tEnsure timely reporting across all operational areas, including lending, deposits, and branch performance\\r\\n\\r\\n\\r\\nAnalytics\\r\\n\\r\\n\\r\\n\\tLead monthly P&amp;L analysis, including budget vs. actuals, forecasts, and prior year comparisons\\r\\n\\tConduct variance analysis on revenue, margins, and operating expenses\\r\\n\\tPerform ad-hoc financial modeling and scenario analysis\\r\\n\\tEvaluate product, branch, and market profitability, as well as ROI on initiatives\\r\\n\\tProvide financial insights on loan and deposit pricing strategies\\r\\n\\r\\n\\r\\nRegulatory Compliance\\r\\n\\r\\n\\r\\n\\tEnsure compliance with all applicable regulatory standards and reporting requirements\\r\\n\\tMonitor regulatory changes and adapt financial processes as needed\\r\\n\\r\\n\\r\\nLeadership &amp; Collaboration\\r\\n\\r\\n\\r\\n\\tManage, mentor, and develop a team of financial professionals\\r\\n\\tSet goals, provide coaching, and conduct performance evaluations\\r\\n\\tOversee staffing needs, including hiring and onboarding\\r\\n\\tPartner cross-functionally to align financial priorities with organizational goals\\r\\n\\r\\n\\r\\nStrategic Planning\\r\\n\\r\\n\\r\\n\\tContribute to the development and execution of the credit union&rsquo;s Strategic Plan\\r\\n\\tSupport research, analysis, and evaluation of corporate initiatives\\r\\n\\tProvide financial guidance to senior leadership\\r\\n\\r\\n\\r\\n&nbsp;\\r\\n\\r\\nQualifications:\\r\\n\\r\\n\\r\\n\\tBachelor&rsquo;s degree in Finance, Accounting, or related field (required)\\r\\n\\tStrong experience in financial planning, reporting, and analysis (financial institution experience preferred)\\r\\n\\tProven leadership and team management experience\\r\\n\\tAdvanced analytical, problem-solving, and strategic thinking skills\\r\\n\\tStrong communication skills with the ability to present financial data to leadership\\r\\n\\r\\n\\r\\n&nbsp;\\r\\n\\r\\nAdditional Information:\\r\\n\\r\\n\\r\\n\\tThis position manages one or more team members within the department\\r\\n\\tAll positions at 7 17 Credit Union may be assigned additional duties as needed\\r\\n\\r\\n\\r\\n&nbsp;\\r\\n\\r\\nQualifications &amp; Requirements\\r\\n\\r\\nEducation\\r\\n\\r\\n\\r\\n\\tBachelor&rsquo;s degree in Finance, Economics, Accounting, or a related field (required)\\r\\n\\tAdvanced degree such as MBA, CFA, or CPA (strongly preferred)\\r\\n\\r\\n\\r\\nExperience\\r\\n\\r\\n\\r\\n\\tMinimum of 5 years of experience in financial planning, reporting, and analysis within the financial services industry (credit union or banking experience preferred)\\r\\n\\tProgressive leadership/management experience required for Director or VP-level candidates\\r\\n\\tExperience preparing reports and presenting complex financial concepts to senior leadership, including CEO and Board of Directors\\r\\n\\tStrong knowledge of financial institution accounting standards and regulatory requirements\\r\\n\\tTitle and compensation will be aligned with experience, competencies, and demonstrated capabilities\\r\\n\\r\\n\\r\\n&nbsp;\\r\\n\\r\\nCore Competencies\\r\\n\\r\\n\\r\\n\\tAbility to manage a high volume of complex initiatives and competing priorities\\r\\n\\tStrong leadership skills with the ability to coach, develop, and motivate a team\\r\\n\\tAdvanced analytical, organizational, and problem-solving abilities\\r\\n\\tExcellent communication and presentation skills, with the ability to translate complex financial data into clear, strategic insights\\r\\n\\tHigh level of integrity, sound judgment, and commitment to stewardship of organizational resources\\r\\n\\r\\n\\r\\n&nbsp;\\r\\n\\r\\nTechnical Skills\\r\\n\\r\\n\\r\\n\\tProficiency in Microsoft Office, including advanced Excel and Business Intelligence tools\\r\\n\\tExperience with Workday or similar FP&amp;A/EPM systems strongly preferred\\r\\n\\r\\n\\r\\n&nbsp;\\r\\n\\r\\nAdditional Requirements\\r\\n\\r\\n\\r\\n\\tAbility to maintain strict confidentiality of employee, member, and credit union information\\r\\n\\tAbility to travel locally as needed\\r\\n\\r\\n\\r\\nProfessional Skills &amp; Attributes\\r\\n\\r\\nCustomer Service &amp; Teamwork\\r\\n\\r\\n\\r\\n\\tTeam-oriented mindset with strong collaboration skills\\r\\n\\tDemonstrates patience, enthusiasm, initiative, and attention to detail\\r\\n\\r\\n\\r\\nProfessionalism\\r\\n\\r\\n\\r\\n\\tExhibits confidence, sound judgment, and a professional demeanor\\r\\n\\tAbility to effectively interact with employees, members, and leadership\\r\\n\\r\\n\\r\\nKey Skills\\r\\n\\r\\n\\r\\n\\tProblem-solving and decision-making\\r\\n\\tTime management and prioritization\\r\\n\\tInterpersonal communication and presentation skills\\r\\n\\r\\n\\r\\n\\r\\nCertifications &amp; Licenses\\r\\n\\r\\n\\r\\n\\tNone required\\r\\n\\r\\n\\r\\n&nbsp;\\r\\n\\r\\nPhysical Requirements\\r\\n\\r\\n\\r\\n\\tPrimarily a sedentary role involving sitting, standing, and walking\\r\\n\\tRegular use of hands for computer and office equipment\\r\\n\\tOccasional lifting of up to 20 pounds\\r\\n\\tRequires close and distance vision, depth perception, and ability to adjust focus\\r\\n\\r\\n\\r\\nWork Environment\\r\\n\\r\\n\\r\\n\\tOffice-based environment with minimal exposure to physical hazards\\r\\n\\tNoise level is typically quiet\\r\\n\\tLimited exposure to mechanical or outdoor conditions\\r\\n\\r\\n\",\"responsibilities\":\"Job Summary:\\n7 17 Credit Union is seeking a strategic and analytical leader to oversee our financial planning, reporting, and analysis functions. This role provides direction for key financial initiatives, ensuring accurate reporting, insightful analysis, and effective planning to support the credit union&rsquo;s financial goals.\\n\\nThe ideal candidate will work closely with the Chief Executive Officer and Senior Leadership Team while playing a key role in the development and execution of the organization&rsquo;s Strategic Plan.\\n\\n*Please note, this position will be on-site at our Warren, Ohio location*\\n\\nKey Responsibilities:\\n\\nFinancial Planning\\n\\n\\n\\tLead the annual budgeting and forecasting process, ensuring accuracy and alignment with financial goals\\n\\tDevelop cost center budgets and allocation strategies across all branches and departments\\n\\tDrive financial strategies that support organizational objectives and operational efficiency\\n\\tConduct quarterly forecasts for income statement and balance sheet performance\\n\\tPartner with external vendors on multi-year financial modeling and scenario planning\\n\\n\\nReporting\\n\\n\\n\\tOversee preparation and distribution of financial reports for internal and external stakeholders\\n\\tCoordinate enterprise-wide reporting for leadership and the Board of Directors\\n\\tProvide analysis and interpretation of financial data to support decision-making\\n\\tDevelop and monitor KPIs and performance metrics tied to the Strategic Plan\\n\\tAnalyze pricing strategies, peer comparisons, and product yield performance\\n\\tEnsure timely reporting across all operational areas, including lending, deposits, and branch performance\\n\\n\\nAnalytics\\n\\n\\n\\tLead monthly P&amp;L analysis, including budget vs. actuals, forecasts, and prior year comparisons\\n\\tConduct variance analysis on revenue, margins, and operating expenses\\n\\tPerform ad-hoc financial modeling and scenario analysis\\n\\tEvaluate product, branch, and market profitability, as well as ROI on initiatives\\n\\tProvide financial insights on loan and deposit pricing strategies\\n\\n\\nRegulatory Compliance\\n\\n\\n\\tEnsure compliance with all applicable regulatory standards and reporting requirements\\n\\tMonitor regulatory changes and adapt financial processes as needed\\n\\n\\nLeadership &amp; Collaboration\\n\\n\\n\\tManage, mentor, and develop a team of financial professionals\\n\\tSet goals, provide coaching, and conduct performance evaluations\\n\\tOversee staffing needs, including hiring and onboarding\\n\\tPartner cross-functionally to align financial priorities with organizational goals\\n\\n\\nStrategic Planning\\n\\n\\n\\tContribute to the development and execution of the credit union&rsquo;s Strategic Plan\\n\\tSupport research, analysis, and evaluation of corporate initiatives\\n\\tProvide financial guidance to senior leadership\\n\\n\",\"employmentType\":\"OTHER\",\"hiringOrganization\":{\"@type\":\"Organization\",\"name\":\"7 17 Credit Union \",\"logo\":\"https://www.paycomonline.net/v4/ats/web.php/application/style/logo?clientkey=6CB36AAEEAD080D6F5F51741756DE6F6\"},\"jobLocation\":{\"@type\":\"Place\",\"address\":{\"streetAddress\":\"3181 Larchmont Ave NE\",\"addressLocality\":\"Warren\",\"addressRegion\":\"OH\",\"postalCode\":44483,\"addressCountry\":\"USA\"}},\"qualifications\":\"7 17 Credit Union is seeking a strategic and analytical leader to oversee our financial planning, reporting, and analysis functions. This role provides direction for key financial initiatives, ensuring accurate reporting, insightful analysis, and effective planning to support the credit union&rsquo;s financial goals.\\r\\n\\r\\nThe ideal candidate will work closely with the Chief Executive Officer and Senior Leadership Team while playing a key role in the development and execution of the organization&rsquo;s Strategic Plan.\\r\\n\\r\\n&nbsp;\\r\\n\\r\\nKey Responsibilities:\\r\\n\\r\\nFinancial Planning\\r\\n\\r\\n\\r\\n\\tLead the annual budgeting and forecasting process, ensuring accuracy and alignment with financial goals\\r\\n\\tDevelop cost center budgets and allocation strategies across all branches and departments\\r\\n\\tDrive financial strategies that support organizational objectives and operational efficiency\\r\\n\\tConduct quarterly forecasts for income statement and balance sheet performance\\r\\n\\tPartner with external vendors on multi-year financial modeling and scenario planning\\r\\n\\r\\n\\r\\nReporting\\r\\n\\r\\n\\r\\n\\tOversee preparation and distribution of financial reports for internal and external stakeholders\\r\\n\\tCoordinate enterprise-wide reporting for leadership and the Board of Directors\\r\\n\\tProvide analysis and interpretation of financial data to support decision-making\\r\\n\\tDevelop and monitor KPIs and performance metrics tied to the Strategic Plan\\r\\n\\tAnalyze pricing strategies, peer comparisons, and product yield performance\\r\\n\\tEnsure timely reporting across all operational areas, including lending, deposits, and branch performance\\r\\n\\r\\n\\r\\nAnalytics\\r\\n\\r\\n\\r\\n\\tLead monthly P&amp;L analysis, including budget vs. actuals, forecasts, and prior year comparisons\\r\\n\\tConduct variance analysis on revenue, margins, and operating expenses\\r\\n\\tPerform ad-hoc financial modeling and scenario analysis\\r\\n\\tEvaluate product, branch, and market profitability, as well as ROI on initiatives\\r\\n\\tProvide financial insights on loan and deposit pricing strategies\\r\\n\\r\\n\\r\\nRegulatory Compliance\\r\\n\\r\\n\\r\\n\\tEnsure compliance with all applicable regulatory standards and reporting requirements\\r\\n\\tMonitor regulatory changes and adapt financial processes as needed\\r\\n\\r\\n\\r\\nLeadership &amp; Collaboration\\r\\n\\r\\n\\r\\n\\tManage, mentor, and develop a team of financial professionals\\r\\n\\tSet goals, provide coaching, and conduct performance evaluations\\r\\n\\tOversee staffing needs, including hiring and onboarding\\r\\n\\tPartner cross-functionally to align financial priorities with organizational goals\\r\\n\\r\\n\\r\\nStrategic Planning\\r\\n\\r\\n\\r\\n\\tContribute to the development and execution of the credit union&rsquo;s Strategic Plan\\r\\n\\tSupport research, analysis, and evaluation of corporate initiatives\\r\\n\\tProvide financial guidance to senior leadership\\r\\n\\r\\n\\r\\n&nbsp;\\r\\n\\r\\nQualifications:\\r\\n\\r\\n\\r\\n\\tBachelor&rsquo;s degree in Finance, Accounting, or related field (required)\\r\\n\\tStrong experience in financial planning, reporting, and analysis (financial institution experience preferred)\\r\\n\\tProven leadership and team management experience\\r\\n\\tAdvanced analytical, problem-solving, and strategic thinking skills\\r\\n\\tStrong communication skills with the ability to present financial data to leadership\\r\\n\\r\\n\\r\\n&nbsp;\\r\\n\\r\\nAdditional Information:\\r\\n\\r\\n\\r\\n\\tThis position manages one or more team members within the department\\r\\n\\tAll positions at 7 17 Credit Union may be assigned additional duties as needed\\r\\n\\r\\n\\r\\n&nbsp;\\r\\n\\r\\nQualifications &amp; Requirements\\r\\n\\r\\nEducation\\r\\n\\r\\n\\r\\n\\tBachelor&rsquo;s degree in Finance, Economics, Accounting, or a related field (required)\\r\\n\\tAdvanced degree such as MBA, CFA, or CPA (strongly preferred)\\r\\n\\r\\n\\r\\nExperience\\r\\n\\r\\n\\r\\n\\tMinimum of 5 years of experience in financial planning, reporting, and analysis within the financial services industry (credit union or banking experience preferred)\\r\\n\\tProgressive leadership/management experience required for Director or VP-level candidates\\r\\n\\tExperience preparing reports and presenting complex financial concepts to senior leadership, including CEO and Board of Directors\\r\\n\\tStrong knowledge of financial institution accounting standards and regulatory requirements\\r\\n\\tTitle and compensation will be aligned with experience, competencies, and demonstrated capabilities\\r\\n\\r\\n\\r\\n&nbsp;\\r\\n\\r\\nCore Competencies\\r\\n\\r\\n\\r\\n\\tAbility to manage a high volume of complex initiatives and competing priorities\\r\\n\\tStrong leadership skills with the ability to coach, develop, and motivate a team\\r\\n\\tAdvanced analytical, organizational, and problem-solving abilities\\r\\n\\tExcellent communication and presentation skills, with the ability to translate complex financial data into clear, strategic insights\\r\\n\\tHigh level of integrity, sound judgment, and commitment to stewardship of organizational resources\\r\\n\\r\\n\\r\\n&nbsp;\\r\\n\\r\\nTechnical Skills\\r\\n\\r\\n\\r\\n\\tProficiency in Microsoft Office, including advanced Excel and Business Intelligence tools\\r\\n\\tExperience with Workday or similar FP&amp;A/EPM systems strongly preferred\\r\\n\\r\\n\\r\\n&nbsp;\\r\\n\\r\\nAdditional Requirements\\r\\n\\r\\n\\r\\n\\tAbility to maintain strict confidentiality of employee, member, and credit union information\\r\\n\\tAbility to travel locally as needed\\r\\n\\r\\n\\r\\nProfessional Skills &amp; Attributes\\r\\n\\r\\nCustomer Service &amp; Teamwork\\r\\n\\r\\n\\r\\n\\tTeam-oriented mindset with strong collaboration skills\\r\\n\\tDemonstrates patience, enthusiasm, initiative, and attention to detail\\r\\n\\r\\n\\r\\nProfessionalism\\r\\n\\r\\n\\r\\n\\tExhibits confidence, sound judgment, and a professional demeanor\\r\\n\\tAbility to effectively interact with employees, members, and leadership\\r\\n\\r\\n\\r\\nKey Skills\\r\\n\\r\\n\\r\\n\\tProblem-solving and decision-making\\r\\n\\tTime management and prioritization\\r\\n\\tInterpersonal communication and presentation skills\\r\\n\\r\\n\\r\\n\\r\\nCertifications &amp; Licenses\\r\\n\\r\\n\\r\\n\\tNone required\\r\\n\\r\\n\\r\\n&nbsp;\\r\\n\\r\\nPhysical Requirements\\r\\n\\r\\n\\r\\n\\tPrimarily a sedentary role involving sitting, standing, and walking\\r\\n\\tRegular use of hands for computer and office equipment\\r\\n\\tOccasional lifting of up to 20 pounds\\r\\n\\tRequires close and distance vision, depth perception, and ability to adjust focus\\r\\n\\r\\n\\r\\nWork Environment\\r\\n\\r\\n\\r\\n\\tOffice-based environment with minimal exposure to physical hazards\\r\\n\\tNoise level is typically quiet\\r\\n\\tLimited exposure to mechanical or outdoor conditions\\r\\n\\r\\n\",\"experienceRequirements\":\"7 17 Credit Union is seeking a strategic and analytical leader to oversee our financial planning, reporting, and analysis functions. This role provides direction for key financial initiatives, ensuring accurate reporting, insightful analysis, and effective planning to support the credit union&rsquo;s financial goals.\\r\\n\\r\\nThe ideal candidate will work closely with the Chief Executive Officer and Senior Leadership Team while playing a key role in the development and execution of the organization&rsquo;s Strategic Plan.\\r\\n\\r\\n&nbsp;\\r\\n\\r\\nKey Responsibilities:\\r\\n\\r\\nFinancial Planning\\r\\n\\r\\n\\r\\n\\tLead the annual budgeting and forecasting process, ensuring accuracy and alignment with financial goals\\r\\n\\tDevelop cost center budgets and allocation strategies across all branches and departments\\r\\n\\tDrive financial strategies that support organizational objectives and operational efficiency\\r\\n\\tConduct quarterly forecasts for income statement and balance sheet performance\\r\\n\\tPartner with external vendors on multi-year financial modeling and scenario planning\\r\\n\\r\\n\\r\\nReporting\\r\\n\\r\\n\\r\\n\\tOversee preparation and distribution of financial reports for internal and external stakeholders\\r\\n\\tCoordinate enterprise-wide reporting for leadership and the Board of Directors\\r\\n\\tProvide analysis and interpretation of financial data to support decision-making\\r\\n\\tDevelop and monitor KPIs and performance metrics tied to the Strategic Plan\\r\\n\\tAnalyze pricing strategies, peer comparisons, and product yield performance\\r\\n\\tEnsure timely reporting across all operational areas, including lending, deposits, and branch performance\\r\\n\\r\\n\\r\\nAnalytics\\r\\n\\r\\n\\r\\n\\tLead monthly P&amp;L analysis, including budget vs. actuals, forecasts, and prior year comparisons\\r\\n\\tConduct variance analysis on revenue, margins, and operating expenses\\r\\n\\tPerform ad-hoc financial modeling and scenario analysis\\r\\n\\tEvaluate product, branch, and market profitability, as well as ROI on initiatives\\r\\n\\tProvide financial insights on loan and deposit pricing strategies\\r\\n\\r\\n\\r\\nRegulatory Compliance\\r\\n\\r\\n\\r\\n\\tEnsure compliance with all applicable regulatory standards and reporting requirements\\r\\n\\tMonitor regulatory changes and adapt financial processes as needed\\r\\n\\r\\n\\r\\nLeadership &amp; Collaboration\\r\\n\\r\\n\\r\\n\\tManage, mentor, and develop a team of financial professionals\\r\\n\\tSet goals, provide coaching, and conduct performance evaluations\\r\\n\\tOversee staffing needs, including hiring and onboarding\\r\\n\\tPartner cross-functionally to align financial priorities with organizational goals\\r\\n\\r\\n\\r\\nStrategic Planning\\r\\n\\r\\n\\r\\n\\tContribute to the development and execution of the credit union&rsquo;s Strategic Plan\\r\\n\\tSupport research, analysis, and evaluation of corporate initiatives\\r\\n\\tProvide financial guidance to senior leadership\\r\\n\\r\\n\\r\\n&nbsp;\\r\\n\\r\\nQualifications:\\r\\n\\r\\n\\r\\n\\tBachelor&rsquo;s degree in Finance, Accounting, or related field (required)\\r\\n\\tStrong experience in financial planning, reporting, and analysis (financial institution experience preferred)\\r\\n\\tProven leadership and team management experience\\r\\n\\tAdvanced analytical, problem-solving, and strategic thinking skills\\r\\n\\tStrong communication skills with the ability to present financial data to leadership\\r\\n\\r\\n\\r\\n&nbsp;\\r\\n\\r\\nAdditional Information:\\r\\n\\r\\n\\r\\n\\tThis position manages one or more team members within the department\\r\\n\\tAll positions at 7 17 Credit Union may be assigned additional duties as needed\\r\\n\\r\\n\\r\\n&nbsp;\\r\\n\\r\\nQualifications &amp; Requirements\\r\\n\\r\\nEducation\\r\\n\\r\\n\\r\\n\\tBachelor&rsquo;s degree in Finance, Economics, Accounting, or a related field (required)\\r\\n\\tAdvanced degree such as MBA, CFA, or CPA (strongly preferred)\\r\\n\\r\\n\\r\\nExperience\\r\\n\\r\\n\\r\\n\\tMinimum of 5 years of experience in financial planning, reporting, and analysis within the financial services industry (credit union or banking experience preferred)\\r\\n\\tProgressive leadership/management experience required for Director or VP-level candidates\\r\\n\\tExperience preparing reports and presenting complex financial concepts to senior leadership, including CEO and Board of Directors\\r\\n\\tStrong knowledge of financial institution accounting standards and regulatory requirements\\r\\n\\tTitle and compensation will be aligned with experience, competencies, and demonstrated capabilities\\r\\n\\r\\n\\r\\n&nbsp;\\r\\n\\r\\nCore Competencies\\r\\n\\r\\n\\r\\n\\tAbility to manage a high volume of complex initiatives and competing priorities\\r\\n\\tStrong leadership skills with the ability to coach, develop, and motivate a team\\r\\n\\tAdvanced analytical, organizational, and problem-solving abilities\\r\\n\\tExcellent communication and presentation skills, with the ability to translate complex financial data into clear, strategic insights\\r\\n\\tHigh level of integrity, sound judgment, and commitment to stewardship of organizational resources\\r\\n\\r\\n\\r\\n&nbsp;\\r\\n\\r\\nTechnical Skills\\r\\n\\r\\n\\r\\n\\tProficiency in Microsoft Office, including advanced Excel and Business Intelligence tools\\r\\n\\tExperience with Workday or similar FP&amp;A/EPM systems strongly preferred\\r\\n\\r\\n\\r\\n&nbsp;\\r\\n\\r\\nAdditional Requirements\\r\\n\\r\\n\\r\\n\\tAbility to maintain strict confidentiality of employee, member, and credit union information\\r\\n\\tAbility to travel locally as needed\\r\\n\\r\\n\\r\\nProfessional Skills &amp; Attributes\\r\\n\\r\\nCustomer Service &amp; Teamwork\\r\\n\\r\\n\\r\\n\\tTeam-oriented mindset with strong collaboration skills\\r\\n\\tDemonstrates patience, enthusiasm, initiative, and attention to detail\\r\\n\\r\\n\\r\\nProfessionalism\\r\\n\\r\\n\\r\\n\\tExhibits confidence, sound judgment, and a professional demeanor\\r\\n\\tAbility to effectively interact with employees, members, and leadership\\r\\n\\r\\n\\r\\nKey Skills\\r\\n\\r\\n\\r\\n\\tProblem-solving and decision-making\\r\\n\\tTime management and prioritization\\r\\n\\tInterpersonal communication and presentation skills\\r\\n\\r\\n\\r\\n\\r\\nCertifications &amp; Licenses\\r\\n\\r\\n\\r\\n\\tNone required\\r\\n\\r\\n\\r\\n&nbsp;\\r\\n\\r\\nPhysical Requirements\\r\\n\\r\\n\\r\\n\\tPrimarily a sedentary role involving sitting, standing, and walking\\r\\n\\tRegular use of hands for computer and office equipment\\r\\n\\tOccasional lifting of up to 20 pounds\\r\\n\\tRequires close and distance vision, depth perception, and ability to adjust focus\\r\\n\\r\\n\\r\\nWork Environment\\r\\n\\r\\n\\r\\n\\tOffice-based environment with minimal exposure to physical hazards\\r\\n\\tNoise level is typically quiet\\r\\n\\tLimited exposure to mechanical or outdoor conditions\\r\\n\\r\\n\",\"validThrough\":\"2026-07-31\"}",
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    "qualifications": "<p>7 17 Credit Union is seeking a strategic and analytical leader to oversee our financial planning, reporting, and analysis functions. This role provides direction for key financial initiatives, ensuring accurate reporting, insightful analysis, and effective planning to support the credit union&rsquo;s financial goals.</p>\r\n\r\n<p>The ideal candidate will work closely with the Chief Executive Officer and Senior Leadership Team while playing a key role in the development and execution of the organization&rsquo;s Strategic Plan.</p>\r\n\r\n<p>&nbsp;</p>\r\n\r\n<p><strong><strong>Key Responsibilities:</strong></strong></p>\r\n\r\n<p><strong><strong>Financial Planning</strong></strong></p>\r\n\r\n<ul>\r\n\t<li>Lead the annual budgeting and forecasting process, ensuring accuracy and alignment with financial goals</li>\r\n\t<li>Develop cost center budgets and allocation strategies across all branches and departments</li>\r\n\t<li>Drive financial strategies that support organizational objectives and operational efficiency</li>\r\n\t<li>Conduct quarterly forecasts for income statement and balance sheet performance</li>\r\n\t<li>Partner with external vendors on multi-year financial modeling and scenario planning</li>\r\n</ul>\r\n\r\n<p><strong><strong>Reporting</strong></strong></p>\r\n\r\n<ul>\r\n\t<li>Oversee preparation and distribution of financial reports for internal and external stakeholders</li>\r\n\t<li>Coordinate enterprise-wide reporting for leadership and the Board of Directors</li>\r\n\t<li>Provide analysis and interpretation of financial data to support decision-making</li>\r\n\t<li>Develop and monitor KPIs and performance metrics tied to the Strategic Plan</li>\r\n\t<li>Analyze pricing strategies, peer comparisons, and product yield performance</li>\r\n\t<li>Ensure timely reporting across all operational areas, including lending, deposits, and branch performance</li>\r\n</ul>\r\n\r\n<p><strong><strong>Analytics</strong></strong></p>\r\n\r\n<ul>\r\n\t<li>Lead monthly P&amp;L analysis, including budget vs. actuals, forecasts, and prior year comparisons</li>\r\n\t<li>Conduct variance analysis on revenue, margins, and operating expenses</li>\r\n\t<li>Perform ad-hoc financial modeling and scenario analysis</li>\r\n\t<li>Evaluate product, branch, and market profitability, as well as ROI on initiatives</li>\r\n\t<li>Provide financial insights on loan and deposit pricing strategies</li>\r\n</ul>\r\n\r\n<p><strong><strong>Regulatory Compliance</strong></strong></p>\r\n\r\n<ul>\r\n\t<li>Ensure compliance with all applicable regulatory standards and reporting requirements</li>\r\n\t<li>Monitor regulatory changes and adapt financial processes as needed</li>\r\n</ul>\r\n\r\n<p><strong><strong>Leadership &amp; Collaboration</strong></strong></p>\r\n\r\n<ul>\r\n\t<li>Manage, mentor, and develop a team of financial professionals</li>\r\n\t<li>Set goals, provide coaching, and conduct performance evaluations</li>\r\n\t<li>Oversee staffing needs, including hiring and onboarding</li>\r\n\t<li>Partner cross-functionally to align financial priorities with organizational goals</li>\r\n</ul>\r\n\r\n<p><strong><strong>Strategic Planning</strong></strong></p>\r\n\r\n<ul>\r\n\t<li>Contribute to the development and execution of the credit union&rsquo;s Strategic Plan</li>\r\n\t<li>Support research, analysis, and evaluation of corporate initiatives</li>\r\n\t<li>Provide financial guidance to senior leadership</li>\r\n</ul>\r\n\r\n<p>&nbsp;</p>\r\n\r\n<p><strong><strong>Qualifications:</strong></strong></p>\r\n\r\n<ul>\r\n\t<li>Bachelor&rsquo;s degree in Finance, Accounting, or related field (required)</li>\r\n\t<li>Strong experience in financial planning, reporting, and analysis (financial institution experience preferred)</li>\r\n\t<li>Proven leadership and team management experience</li>\r\n\t<li>Advanced analytical, problem-solving, and strategic thinking skills</li>\r\n\t<li>Strong communication skills with the ability to present financial data to leadership</li>\r\n</ul>\r\n\r\n<p>&nbsp;</p>\r\n\r\n<p><strong><strong>Additional Information:</strong></strong></p>\r\n\r\n<ul>\r\n\t<li>This position manages one or more team members within the department</li>\r\n\t<li>All positions at 7 17 Credit Union may be assigned additional duties as needed</li>\r\n</ul>\r\n\r\n<p>&nbsp;</p>\r\n\r\n<p><strong><strong>Qualifications &amp; Requirements</strong></strong></p>\r\n\r\n<p><strong><strong>Education</strong></strong></p>\r\n\r\n<ul>\r\n\t<li>Bachelor&rsquo;s degree in Finance, Economics, Accounting, or a related field (required)</li>\r\n\t<li>Advanced degree such as MBA, CFA, or CPA (strongly preferred)</li>\r\n</ul>\r\n\r\n<p><strong><strong>Experience</strong></strong></p>\r\n\r\n<ul>\r\n\t<li>Minimum of 5 years of experience in financial planning, reporting, and analysis within the financial services industry (credit union or banking experience preferred)</li>\r\n\t<li>Progressive leadership/management experience required for Director or VP-level candidates</li>\r\n\t<li>Experience preparing reports and presenting complex financial concepts to senior leadership, including CEO and Board of Directors</li>\r\n\t<li>Strong knowledge of financial institution accounting standards and regulatory requirements</li>\r\n\t<li><em><em>Title and compensation will be aligned with experience, competencies, and demonstrated capabilities</em></em></li>\r\n</ul>\r\n\r\n<p>&nbsp;</p>\r\n\r\n<p><strong><strong>Core Competencies</strong></strong></p>\r\n\r\n<ul>\r\n\t<li>Ability to manage a high volume of complex initiatives and competing priorities</li>\r\n\t<li>Strong leadership skills with the ability to coach, develop, and motivate a team</li>\r\n\t<li>Advanced analytical, organizational, and problem-solving abilities</li>\r\n\t<li>Excellent communication and presentation skills, with the ability to translate complex financial data into clear, strategic insights</li>\r\n\t<li>High level of integrity, sound judgment, and commitment to stewardship of organizational resources</li>\r\n</ul>\r\n\r\n<p>&nbsp;</p>\r\n\r\n<p><strong><strong>Technical Skills</strong></strong></p>\r\n\r\n<ul>\r\n\t<li>Proficiency in Microsoft Office, including advanced Excel and Business Intelligence tools</li>\r\n\t<li>Experience with Workday or similar FP&amp;A/EPM systems strongly preferred</li>\r\n</ul>\r\n\r\n<p>&nbsp;</p>\r\n\r\n<p><strong><strong>Additional Requirements</strong></strong></p>\r\n\r\n<ul>\r\n\t<li>Ability to maintain strict confidentiality of employee, member, and credit union information</li>\r\n\t<li>Ability to travel locally as needed</li>\r\n</ul>\r\n\r\n<p><strong><strong>Professional Skills &amp; Attributes</strong></strong></p>\r\n\r\n<p><strong><strong>Customer Service &amp; Teamwork</strong></strong></p>\r\n\r\n<ul>\r\n\t<li>Team-oriented mindset with strong collaboration skills</li>\r\n\t<li>Demonstrates patience, enthusiasm, initiative, and attention to detail</li>\r\n</ul>\r\n\r\n<p><strong><strong>Professionalism</strong></strong></p>\r\n\r\n<ul>\r\n\t<li>Exhibits confidence, sound judgment, and a professional demeanor</li>\r\n\t<li>Ability to effectively interact with employees, members, and leadership</li>\r\n</ul>\r\n\r\n<p><strong><strong>Key Skills</strong></strong></p>\r\n\r\n<ul>\r\n\t<li>Problem-solving and decision-making</li>\r\n\t<li>Time management and prioritization</li>\r\n\t<li>Interpersonal communication and presentation skills</li>\r\n</ul>\r\n\r\n<p><br />\r\n<strong><strong>Certifications &amp; Licenses</strong></strong></p>\r\n\r\n<ul>\r\n\t<li>None required</li>\r\n</ul>\r\n\r\n<p>&nbsp;</p>\r\n\r\n<p><strong><strong>Physical Requirements</strong></strong></p>\r\n\r\n<ul>\r\n\t<li>Primarily a sedentary role involving sitting, standing, and walking</li>\r\n\t<li>Regular use of hands for computer and office equipment</li>\r\n\t<li>Occasional lifting of up to 20 pounds</li>\r\n\t<li>Requires close and distance vision, depth perception, and ability to adjust focus</li>\r\n</ul>\r\n\r\n<p><strong><strong>Work Environment</strong></strong></p>\r\n\r\n<ul>\r\n\t<li>Office-based environment with minimal exposure to physical hazards</li>\r\n\t<li>Noise level is typically quiet</li>\r\n\t<li>Limited exposure to mechanical or outdoor conditions</li>\r\n</ul>\r\n",
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    "description": "Job Summary:\n7 17 Credit Union is seeking a strategic and analytical leader to oversee our financial planning, reporting, and analysis functions. This...",
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