Director of Financial Planning Analysis

JOB REQUIREMENTS: Director of Financial Planning & Analysis (FP&A) -Financial Services ID 2026-5999 Location : City Madison CategoryAccounting & Finance FTE 1 Schedule Monday-Friday, normal business hoursSalary Grade 15 Min USD $131,900.00/Yr. Mid USD $166,900.00/Yr.Overview UW Credit Union is seeking a strategic and enterprise-mindedfinance leader to step into the role of Director of Financial Planning &Analysis (FP&A), a key leadership position responsible for advancing howfinancial insight, planning, and performance analysis supportorganizational decision-making. This role represents an importantexpansion of leadership capacity within our existing FP&A function,providing dedicated operational ownership of enterprise planning,forecasting, and financial performance activities. As the scale andcomplexity of our financial operations continue to grow, this leaderwill guide the organization through budgeting and forecasting cycles,enhance profitability analytics, and ensure financial strategies arealigned to enterprise priorities. The Director will also providecritical capacity that enables the SVP & Controller to focus more deeplyon long-term financial strategy, executive engagement, and board-levelfinancial leadership. We're seeking a collaborative, systems-orientedleader who brings strong financial services acumen and thrives at theintersection of analytics and strategy. This individual will leadenterprise planning rhythms, oversee performance insights acrossbusiness lines, and partner closely with senior leaders to translatefinancial 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 TopWorkplace and multi-year recipient of Madison Magazine's Best Places toWork, Wisconsin State Journal's Top Workplaces, and Milwaukee JournalSentinel'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 newchild parental leave 2 days paid volunteer time Hybrid work environment:minimum 3 days a week on-site 10 paid holidays (including yourbirthday) 401k company match of up to 5%, plus approximately 4%discretionary match 457 deferred-compensation plan Variable bonus rewardCompetitive Medical, Dental, and Vision plans, including domesticpartner eligibility Employee Assistance Program And more UW CreditUnion is dedicated to cultivating a workplace that fosters a sense ofbelonging for all individuals and proudly upholds the principles ofEqual Employment Opportunity (EEO). We highly value the... For fullinfo follow application link. UW Credit Union is proud to be an EqualOpportunity and Affirmative Action Employer of Minorities, ProtectedVeterans, Women, and individuals with Disabilities. APPLICATION INSTRUCTIONS: Apply Online: ipc.us/t/9815977F851F4DB0

Created: 2026-05-02