Director of Financial Planning & Analysis (FP&A) – Financial Services

UW Credit Union is seeking a strategic and enterprise-minded finance leader to step into the role of Director of Financial Planning & Analysis (FP&A) a key leadership position responsible for advancing how financial insight planning and performance analysis support organizational decision-making.

This role represents an important expansion of leadership capacity within our existing FP&A function providing dedicated operational ownership of enterprise planning forecasting and financial performance activities. As the scale and complexity of our financial operations continue to grow this leader will guide the organization through budgeting and forecasting cycles enhance profitability analytics and ensure financial strategies are aligned to enterprise priorities. The Director will also provide critical capacity that enables the SVP & Controller to focus more deeply on long-term financial strategy executive engagement and board-level financial leadership.

Were seeking a collaborative systems-oriented leader who brings strong financial services acumen and thrives at the intersection of analytics and strategy. This individual will lead enterprise planning rhythms oversee performance insights across business lines and partner closely with senior leaders to translate financial data into actionable guidance that informs growth investment and operational decision-making. This is a hybrid role based in Madison WI. Relocation assistance is available.

Why work for UW Credit Union

Join one of Wisconsins premier financial institutions a National Top Workplace and multi-year recipient of Madison Magazines Best Places to Work Wisconsin State Journals Top Workplaces and Milwaukee Journal Sentinels Top Workplaces to receive:

• 26.5 days of annual time off (accrued per pay period)
• 2 weeks paid caregiver leave
• 2.5 weeks paid new child parental leave
• 2 days paid volunteer time
• Hybrid work environment: minimum 3 days a week on-site
• 10 paid holidays (including your birthday!)
• 401k company match of up to 5% plus approximately 4% discretionary match
• 457 deferred-compensation plan
• Variable bonus reward
• Competitive Medical Dental and Vision plans including domestic partner eligibility
• Employee Assistance Program
• And more!

UW Credit Union is dedicated to cultivating a workplace that fosters a sense of belonging for all individuals and proudly upholds the principles of Equal Employment Opportunity (EEO). We highly value the unique perspectives and qualities that each person brings to our organization. Our recruitment hiring development and promotion processes are based on an individuals qualifications and demonstrated abilities. Our policy is to provide equal opportunities to all qualified applicants without regard to race color religion sex (including pregnancy sexual orientation and gender identity) national origin age disability genetic information or any other characteristics protected by federal state or local laws. If you require a reasonable accommodation for any part of the employment process please

• Provide inclusive people-centered leadership by developing talent fostering collaboration and promoting a culture of accountability curiosity and continuous learning.
• Lead the enterprise annual budgeting process quarterly forecasting cycles and long-range financial planning activities ensuring alignment to organizational strategy.
• Establish planning governance timelines and accountability structures that guide leaders through financial planning cycles with clarity and rigor.
• Oversee enterprise-wide financial performance analysis including monthly and quarterly reviews variance reporting and executive-level financial insights.
• Analyze branch product and member segment profitability identifying key performance drivers and recommending actions to improve financial outcomes.
• Partner closely with Treasury Accounting and senior business leaders to align financial planning with balance sheet strategy liquidity considerations and growth priorities.
• Develop scenario modeling sensitivity analysis and what-if simulations to support strategic initiatives capital investments and resource allocation decisions.
• Design and deliver enterprise financial review frameworks translating complex financial and operational data into actionable business insights.
• Drive continuous improvement of FP&A processes reporting automation and forecasting methodologies to enhance accuracy and efficiency.
• Assess implement and optimize financial planning systems and analytics tools including ongoing advancement of the Empyrean budgeting platform.
• Build strong cross-functional partnerships influencing financial discipline strategic alignment and data-driven decision-making across leadership teams.
• Lead and develop FP&A team members strengthening analytical capabilities business acumen and enterprise partnership effectiveness.

Required Qualifications:

• 10 years of progressive experience in Financial Planning & Analysis Finance or Accounting
• Experience within financial services banking or credit union environments required
• 4 years of leadership experience including coaching and developing direct reports
• Bachelors degree in Finance Accounting Business or a related field
• Demonstrated experience leading enterprise budgeting and forecasting processes
• Advanced financial modeling analytics and performance management expertise
• Executive-level communication and stakeholder influencing skills

Preferred Qualifications:

• Masters degree (MBA or related field)
• Professional certifications such as FPAC CMA or CPA
• Experience implementing or optimizing financial planning systems (e.g. Empyrean Adaptive Anaplan Hyperion)
• Exposure to profitability modeling ALM dynamics or balance sheet planning