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.

We're 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 Wisconsin's premier financial institutions, a National Top Workplace and multi-year recipient of Madison Magazine's Best Places to Work, Wisconsin State Journal's Top Workplaces, and Milwaukee Journal Sentinel's 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 individual's 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 emailemployment@uwcu.org.

• 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
• Bachelor's 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:

• Master's 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