BCU ยท 5 hours ago
Sr Mgr, Finance & Business Analytics
BCU is a growing organization that emphasizes employee development and a strong workplace culture. The Sr. Manager, Finance & Business Analytics will manage the profitability and business development analytics teams, collaborating with various business areas to develop analytical frameworks that drive sustainable growth and profitability.
BankingFinancial Services
Responsibilities
Manages a team of two analysts by establishing goals, prioritizing project work, and encouraging career development to build a strong pipeline of talent within the department
Build relationships with VP+ management across the organization, understanding key strategic questions and data pain points, and leverage data to influence value-added changes
Act as primary resource for analyzing high impact, ad-hoc data requests from executive and senior leaders, such as: new branch investments, CUSO equity investments, loan sales and other capital markets transactions, return on investment (ROI) calculations for large vendor relationships/investments
Work with Business Development and Corporate Partner Relations teams to build new company partner pro forma financials and measure expected return on investment
Responsible for developing and championing the vision for profitability and performance measurement at the credit union, partnering with BCU's product managers to refine product models and optimize pricing
Leads the monthly Pricing Committee, shepherding meaningful discussion around profitability trends and pricing decisions amongst senior and executive leaders
In reporting directly to the VP, Finance and Risk, the Senior Manager will have direct exposure and participation in high-visibility finance projects and business assignments, such as: Mergers and acquisitions analysis, Asset-liability management and investment portfolio & derivative transactions, Treasury and liquidity risk management, including working closely with deposit product and treasury teams on pricing and optimal funding strategies, Credit risk management and current expected credit losses (CECL) modeling, Capital planning and stress testing
Qualification
Required
Bachelor's degree required, with specialization in an analytical field such as finance, economics, math, statistics, or computer science
8+ years of overall related experience
Strong relationship management skills
Strong communication and presentation skills
Strong technical and conceptual understanding of profitability and risk
Analytical, structured, data-driven approach to problem solving
Systematically drives the identification and execution of opportunities to generate significant improvements in key performance metrics for area managed
Develops well-thought-out recommendations that consider options and weigh pros/cons, risks, as well as stakeholder and bottom-line impact
Effective capacity planning and allocation of resources for maximum leverage in alignment with department priorities
Preferred
MBA or master's degree strongly preferred
2+ years of financial institution experience preferred
Company
BCU
BCU offers banking, checking, savings, investment, credit cards, financial, business and digital banking services.
Funding
Current Stage
Late StageRecent News
2025-08-22
2025-04-08
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