Director, Financial Planning

Navy Federal Credit Union

. Lead financial planning, forecasting, budgeting, and financial performance analysis for an assigned business area or enterprise planning domain .

Posted 9/18/2026full-timeVienna • Virginia • United StatesLeadWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in financial planning, forecasting, budgeting, and performance analysis, with a strong ability to translate financial insights into actionable recommendations for senior leaders. Proven track record in leading cross-functional initiatives and developing organizational capabilities within complex financial environments.

Highest-signal resume keywords

Financial PlanningBudgetingForecastingPerformance ManagementFinancial Analysis

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial ModelingProfitability AnalysisScenario ModelingBusiness Case DevelopmentFinancial Governance

Soft Skills

Analytical SkillsProblem-SolvingStrategic ThinkingDecision-MakingCommunication Skills

Industry Keywords

Financial Performance AnalysisCross-Functional ExecutionResource AllocationProcess ImprovementOrganizational Transformation

About the role

Key responsibilities & impact

Lead financial planning, forecasting, budgeting, and financial performance analysis for an assigned business area or enterprise planning domain
Translate strategic priorities into planning activities, operating rhythms, performance expectations, and measurable financial outcomes
Drive cross-functional execution and alignment across business, finance, and enterprise stakeholders
Oversee financial plans, forecasts, scenarios, business cases, and executive-level reporting and analysis
Evaluate financial performance, trends, risks, opportunities, and key business drivers; provide recommendations to improve results
Advise senior leaders and executives by translating financial insights into actionable recommendations
Partner with business leaders on investment priorities, resource allocation, and financial trade-offs
Establish governance, planning standards, and financial performance practices aligned with enterprise policies
Lead financial planning, reporting, analytics, process improvement, and organizational capability initiatives
Resolve complex issues and drive continuous improvement in planning methodologies, reporting processes, tools, and capabilities
Lead and develop managers and team leaders; build organizational capability, succession readiness, and leadership bench strength
Perform supervisory/managerial responsibilities and other assigned duties

Requirements

What you’ll need

Bachelor's degree in Finance, Accounting, Economics, Business Administration, or a related field or the equivalent combination of experience, education, and training
12-15 years of progressively responsible experience in financial planning and analysis, business unit finance, corporate finance, budgeting, forecasting, accounting, or related financial disciplines
Significant experience leading managers, team leaders, and/or professional staff within a complex organization
Demonstrated experience supporting executive decision-making through financial analysis, forecasting, scenario modeling, business cases, and performance management
Proven ability to influence, advise, and partner with senior leaders and executives on complex business and financial matters
Deep knowledge of financial planning, budgeting, forecasting, performance management, financial modeling, profitability analysis, and financial governance practices
Strong analytical, problem-solving, strategic thinking, and decision-making capabilities
Strong communication and presentation skills with the ability to convey complex financial concepts to executive and non-financial audiences
Experience leading cross-functional initiatives, process improvements, or organizational transformation efforts
No sponsorship provided; applicants must be authorized to work in the United States without current or future sponsorship
Master's degree in Finance, Business Administration, Accounting, Economics, or related field (desired)
Experience supporting large-scale financial planning, enterprise forecasting, or business unit finance functions (desired)

Benefits

Comp & perks

Highly competitive pay
Generous benefits and perks
Meaningful career experience
Culture that is energized, engaged and committed
Fierce appreciation for teams
Potential assessment opportunity
Salary range determined based on experience, location and market position