Director of FP&A

Director of Financial Planning & Analysis (FP&A) – Financial Services
Salary: $165,000 to $180,000 + Bonus

Why This Opportunity Stands Out:

• This is a high-impact leadership role created due to organizational growth and a recent expansion of the FP&A function under a new CFO

• The role provides direct visibility to the VP & Controller and CFO, with strong executive-level exposure and influence on enterprise strategy

• UW Credit Union is in a strong growth phase with ongoing investment in financial systems, analytics, and enterprise planning capabilities

• Opportunity to help shape and elevate the FP&A function, including ownership of budgeting, forecasting, and enterprise performance management

• Highly collaborative leadership team and culture focused on transparency, accountability, and continuous improvement

• Hybrid work environment (3 days on-site in Madison) with strong work/life balance and industry-leading benefits

• Significant opportunity to influence decision-making across branches, products, and member profitability analytics

• Exposure to modern FP&A tools and ongoing implementation of the Empyrean budgeting platform

• Ideal step-up role for a Manager-level or early Director seeking broader enterprise scope and leadership growth

Key Responsibilities for the Director of FP&A:

• Lead the enterprise budgeting, forecasting, and long-range financial planning processes

• Oversee monthly and quarterly financial performance reporting, variance analysis, and executive-level insights

• Develop and maintain profitability analysis across branches, products, and member segments

• Build and deliver financial modeling, scenario planning, and “what-if” analysis to support strategic initiatives

• Partner with Accounting, Treasury, and senior leadership to align financial planning with balance sheet and liquidity strategy

• Drive continuous improvement of FP&A processes, reporting automation, and forecasting accuracy

• Lead implementation and optimization of financial planning systems (Empyrean and related analytics tools)

• Manage and develop a small FP&A team (2–3 direct reports), building analytical capability and business partnership skills

• Translate complex financial data into clear, actionable insights for executive leadership and board-level discussions

Qualifications for the Director of FP&A:

• 10+ years of progressive experience in FP&A, Finance, or Accounting

• 4+ years of leadership experience managing and developing direct reports

• Financial services, banking, or credit union experience strongly preferred (or closely related industries such as insurance or investment services)

• Strong experience with budgeting, forecasting, and financial modeling in complex organizations

• Bachelor’s degree in Finance, Accounting, Business, or related field required (MBA preferred)

• Experience with FP&A systems (Empyrean, Anaplan, Adaptive, Hyperion, or similar) highly preferred

• Strong executive communication skills with the ability to influence cross-functional leadership

• Experience with profitability modeling, scenario analysis, or balance sheet dynamics is a plus