VP, Financial Planning & Analysis

OnPoint is the largest community owned credit union in Oregon – and we’re growing! Our growth provides great opportunities for you to reach your personal and professional goals. We value enthusiasm, commitment to outstanding performance, and providing opportunities to truly make a difference. If you are looking to join a team of dedicated, collaborative, and passionate individuals, OnPoint is looking for our next VP, Financial Planning & Analysis.

We invite you to explore and grow your career with us!

The VP, Financial Planning & Analysis leads the credit union’s enterprise-wide financial planning, forecasting, performance management, and strategic decision-support capabilities. Reporting to the Vice President of Strategic Finance, this role translates enterprise direction into actionable financial plans, analysis, and performance insights. The VP serves as the organization’s primary FP&A partner, helping leaders understand financial implications, evaluate opportunities and tradeoffs, and connect resource decisions to OnPoint’s strategy and commitment to members’ financial well-being.

The VP is accountable for the quality, integrity, and effectiveness of the FP&A function, including its people, processes, systems, analytics, and governance.

• Lead enterprise-wide annual budgeting, recurring forecasting, reforecasting, and long-range planning that translates OnPoint’s strategy and member commitments into clear financial priorities, coordinated timelines, stakeholder input, quality reviews, and deliverables across a highly collaborative organization.
• Lead integrated financial forecasting by defining, documenting, validating, and aligning assumptions, business drivers, performance targets, and planning scenarios across revenue, expenses, loan and deposit growth, and other key financial and operational drivers. Partner with Treasury to incorporate approved balance-sheet, capital, liquidity, funding, and interest-rate assumptions into consistent and accurate organization-wide forecasts.
• Lead, develop, and retain a high-performing FP&A team by setting clear expectations, strengthening technical and business partnership capabilities, investing in each employee’s growth, and building succession depth within the function. Foster an inclusive, collaborative culture grounded in service, curiosity, continuous improvement, and high-quality execution.
• Lead improvements to FP&A forecasting methods, planning tools, data quality, reporting automation, self-service analytics, governance controls, and business processes. Partner with Data, Technology, Accounting, Treasury, Risk, Strategy, and other functions to standardize inputs, strengthen variance analysis and back testing, and improve the accuracy, efficiency, and usefulness of planning and performance insights.
• Advise leadership by providing objective analysis, financial modeling, and recommendations for major business, operating, capital, investment, and incentive-plan decisions, including assessment of profitability, return on investment, risks, tradeoffs, and potential financial outcomes. Evaluate profitability, return on investment, risks, tradeoffs, potential financial outcomes, and expected value for OnPoint’s members and communities, and elevate enterprise-level recommendations to the Vice President of Strategic Finance and executive leadership.
• Establish and maintain performance measurement frameworks, executive dashboards, scorecards, key performance indicators, variance and profitability analysis, and reporting tools that provide meaningful visibility into organizational performance and future outlooks.
• Collaborate with Finance and business and functional leaders to support budgeting, financial projections,…