Lead Finance Compensation Analyst #Hybrid

In this role, you will partner with cross-functional team members coordinating planning, forecasting and analytical efforts to deliver financial commitments. Prepare and develop forecast models to ensure consistency with the overall plan and alignment of the enterprise objectives. Participate in high level business annual planning, rolling forecasts, and mid to long-term business planning such as formulation of income statement, cost center-level expense planning, headcount analyses. Manage and analyze headcount planning, and related financial metrics by evaluating headcount requirements, and provides insights to align with the company's financial objectives and strategic goals.
Responsibilities

• Lead the headcount planning processes, including budget development, forecasting, and analysis including key metrics for short and long-term initiatives. Collaborate with HR and departmental leaders to ensure alignment of headcount plans with organizational objectives.
• Create and maintain financial models to project compensation costs, headcount scenarios, and related financial impacts. Perform detailed analysis of compensation and headcount data, including variance analysis, trend identification, and cost forecasting.
• Assist in the development of compensation budgets and track actual expenses against budgeted amounts. Identify and address budget variances and provide recommendations for cost control and optimization.
• Engage with cross-functional teams, including HR, finance, and operations, to gather data, address financial questions, and support strategic initiatives. Facilitate communication between teams to ensure alignment on compensation and headcount matters. Provide actionable insights and recommendations to support business objectives based on analysis results
• Identify and implement process improvements as well as establish best practices for financial analysis, budgeting, and reporting. Identify opportunities to improve processes and tools.
• Create expense reports/ P&Ls and provide variance analysis for management review.
• Monitor, improve and construct new capabilities around performance metric analysis and reporting to track key objectives and targets.
• Identify new metrics (i.e. KPIs) to drive performance relative to strategic priorities. Enhance scenario planning analysis for strategic planning activities.
• Maintain and enhance the financial planning software including systems user-acceptance testing on core financial systems.
• Develop and deliver comprehensive financial reports and presentations for executive leadership and board meetings. Communicate complex financial concepts and strategic recommendations effectively.

Education:

• Bachelors Degree in Accounting, Finance or Related - Minimum
• Graduate Degree in Accounting, Finance or Related - Preferred

Years of Experience:

• 7 Years - Finance, accounting, financial planning or related - Minimum
• 3 Years - Headcount management or related - Preferred

In Lieu of Education:

• 10 Years - Finance, accounting and financial planning

As a thank you for joining our team, you'll benefit from:

• Competitive medical, dental, and free vision benefits
• Paid parental leave
• Competitive compensation plan
• Gym memberships discounts
• Generous PTO and banking holidays off
• Tuition reimbursement
• 401k with immediate employer match and vesting

Adhere to and ensure compliance of all business transactions with policy and process of the Bank Secrecy Act. Ensures compliance with all applicable state and federal laws, company procedures and policies. Maintains integrity and ethics in all actions and conversations with or regarding credit union members and their accounts; complies with Privacy Act directives.
The responsibilities listed do not contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this position. Duties, responsibilities and activities may change at any time with or without notice.