Navy Federal Credit Union

Director, Financial Planning

Navy Federal Credit Union  •  Vienna, VA (Onsite)  •  23 hours ago
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Job Description

Navy Federal Credit Union currently does not provide sponsorship for this role. Applicants must be authorized to work in the United States without the need for current or future sponsorship.

Lead the execution of financial planning, forecasting, financial performance analysis, and decision-support activities for an assigned business area or enterprise financial planning domain. Translate strategic priorities into actionable plans, performance expectations, and operating rhythms that drive business outcomes. Partner with leaders across Finance and the business to deliver insights, evaluate opportunities and risks, and support informed decision-making. Develop organizational capability, foster cross-functional alignment, and ensure planning processes support the achievement of strategic and financial objectives.

  • Lead financial planning, forecasting, budgeting, and financial performance analysis activities for an assigned business area or defined 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 to support achievement of organizational objectives
  • Oversee development of financial plans, forecasts, scenarios, business cases, and executive-level reporting and analysis
  • Evaluate financial performance, trends, risks, opportunities, and key business drivers, providing recommendations to improve results
  • Serve as a trusted advisor to senior leaders and executives, translating financial insights into actionable recommendations that inform business decisions
  • Partner with business leaders to evaluate investment priorities, resource allocation decisions, and financial trade-offs in support of strategic objectives
  • Establish and implement governance, planning standards, and financial performance practices within the assigned domain, ensuring alignment with enterprise financial policies and requirements
  • Lead initiatives focused on financial planning, reporting, analytics, process improvement, and organizational capability enhancement
  • Remove obstacles, 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
  • Perform other duties as assigned
  • 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

Desired Qualifications

  • Master's degree in Finance, Business Administration, Accounting, Economics, or related field
  • Experience supporting large-scale financial planning, enterprise forecasting, or business unit finance functions

Additional Information

Hours:

  • Monday - Friday, 8:30AM - 5:00PM

Location:

  • 820 Follin Lane, Vienna, VA 22180

Navy Federal provides much more than a job. We provide a meaningful career experience, including a culture that is energized, engaged and committed; and fierce appreciation for our teams, who are rewarded with highly competitive pay and generous benefits and perks.

Our approach to careers is simple yet powerful: Make our mission your passion.

  • FORTUNE 100 Best Companies to Work For® 2025
  • Yello and WayUp Top 100 Internship Programs
  • Computerworld® Best Places to Work in IT
  • Newsweek Most Loved Workplaces
  • 2025 PEOPLE® Companies That Care
  • Newsweek Most Trustworthy Companies in America
  • Military Times 2025 Best for Vets Employers
  • Best Companies for Latinos to Work for 2025
  • Forbes® 2025 America’s Best Large Employers
  • Forbes® 2025 America's Best Employers for New Grads
  • Forbes® 2025 America's Best Employers for Tech Workers
  • 2025 RippleMatch Campus Forward Award Winner for Overall Excellence
  • Military.com Top Military Spouse Employers 2025
  • 2025 Handshake Early Talent Award

From Fortune. ©2025 Fortune Media IP Limited. All rights reserved. Used under license. Fortune and Fortune Media IP Limited are not affiliated with, and do not endorse products or services of, Navy Federal Credit Union.

Equal Employment Opportunity: All qualified applicants will receive consideration for employment without regard to age, race, sex, color, religion, national origin, disability, veteran status, pregnancy, sexual orientation, genetic information, gender identity or any other basis protected by applicable law.

Accommodations: If you need accommodation or assistance for a qualifying condition to complete the online application (or during any stage of the hiring process), you can contact Navy Federal's Medical Accommodations team at medicalaccommodations@navyfederal.org or by calling 1-888-503-6013. This team cannot provide any information on job postings or application status.

Disclaimers: Navy Federal reserves the right to fill this role at a higher/lower grade level based on business need. An assessment may be required to compete for this position. Job postings are subject to close early or extend out longer than the anticipated closing date at the hiring team’s discretion based on qualified applicant volume. Navy Federal Credit Union assesses market data to establish salary ranges that enable us to remain competitive. You are paid within the salary range, based on your experience, location and market position. For additional details regarding compensation and benefits, review the Benefits page of the Navy Federal Career Site.

Protect Yourself from Job Scams: Navy Federal Credit Union jobs are posted on our career site, jobs.navyfederal.org and reputable job boards (e.g., LinkedIn, Indeed). We do not post jobs on social media marketplaces, messaging apps or unverified websites. We will never ask candidates for payment, bank details or personal financial information during the hiring process.

Bank Secrecy Act: Remains cognizant of and adheres to Navy Federal policies and procedures, and regulations pertaining to the Bank Secrecy Act.

Navy Federal Credit Union

About Navy Federal Credit Union

Navy Federal is the world’s largest credit union, with more than 15 million members, $190 billion+ in assets and 25,000+ employees. Throughout campuses in Vienna, VA Pensacola, FL and Winchester, VA, as well as 370 branches, we serve the Armed Forces, Department of Defense, Veterans and their families with world-class financial products and services.

Navy Federal provides much more than a job. We provide a meaningful career experience, including a culture that is energized, engaged and committed; and fierce appreciation for our teams, who are rewarded with highly competitive pay and generous benefits and perks.

Our approach to careers is simple yet powerful: Make our mission your passion.

Federally insured by NCUA. Equal opportunity employer. Android™ is a trademark of Google, Inc. iPhone® is a registered trademark of Apple, Inc. iPad® is a registered trademark of Apple, Inc. App Store(SM) is a service mark of Apple, Inc. Message and data rates may apply. FORTUNE and 100 Best Companies to Work For are registered trademarks of Time Inc., and are used under license. FORTUNE and Time Inc., are not affiliated with, and do not endorse products or services of, Navy Federal Credit Union. For more info, visit navyfederal.org. Images used for representational purposes only; do not imply government endorsement.

Equal Housing Lender

Equal Opportunity Employer, including disability/vets

Industry
Finance & Insurance
Company Size
10,000+ employees
Headquarters
Vienna, VA
Year Founded
1933
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