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Planning Analysis Manager Jobs in Oregon (NOW HIRING)

About this Role We are seeking a highly analytical and strategically minded FP&A Manager to join our Financial Planning & Analysis (FP&A) team as a senior individual contributor, reporting to ...

Planning Analyst

Bend, OR · On-site

$80 - $100/hr

Planning Analyst Location: Bend, OR Employment Type: Full time Job Requisition ID: R-15015 ... Bachelor's degree in Supply Chain Management, Business Analytics, Data Science, Statistics ...

FP&A Manager - AI Trainer

Portland, OR · Remote

$50 - $100/hr

... Management, and Insurance Planning. Advantages of contracting with us: * You'll be able to choose ... Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises ...

Planning Analyst

Portland, OR · On-site

$80K - $83K/yr

... data analysis, process optimization, and effective use of planning systems, and is accountable for delivering analytical solutions that improve planning performance, inventory management, and ...

Planning Analyst

Portland, OR · On-site

$80K - $83K/yr

... data analysis, process optimization, and effective use of planning systems, and is accountable for delivering analytical solutions that improve planning performance, inventory management, and ...

Manager, Deployment FP&A

Umatilla, OR · On-site

$118K - $140K/yr

About the role The Deployment FP&A Manager supports day-to-day financial tracking for TNC's active construction projects, including VCS Units 2 and 3 under the Brookfield JV, working closely with the ...

FP&A Analyst/Manager

OR · On-site +1

$85K - $106K/yr

Senior FP&A Analyst/Manager Location: Remote (U.S.) or Hybrid (preferred near key hubs) Reports To: VP Finance Department: Finance Level: Senior Individual Contributor (high-ownership, high ...

Director, FP&A

OR · On-site +1

The role carries one direct report, the Manager of Strategic Finance. At OneSpan , strong ... Demonstrated revenue-side FP&A or strategic finance experience - budgeting and forecasting bookings ...

Director, FP&A

OR · Remote

The role carries one direct report, the Manager of Strategic Finance. At OneSpan , strong ... Demonstrated revenue-side FP&A or strategic finance experience -- budgeting and forecasting ...

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Planning Analysis Manager information

What does a planning analysis manager do?

A Planning Analysis Manager is responsible for overseeing and coordinating the strategic planning and financial analysis activities within an organization. They analyze data, forecast trends, and provide insights to support decision-making processes. Their duties often include budgeting, performance monitoring, and identifying areas for operational improvement. By synthesizing complex information, they help guide leadership in setting and achieving organizational goals.

What are the key skills and qualifications needed to thrive as a planning analysis manager?

To thrive as a Planning Analysis Manager, you need strong analytical, financial modeling, and strategic planning skills, usually supported by a degree in finance, business, or a related field. Proficiency with advanced Excel functions, financial planning software (such as SAP or Oracle), and sometimes certifications like CFA or CPA is highly valued. Excellent communication, leadership, and problem-solving abilities help drive collaboration and actionable insights across departments. These skills ensure accurate forecasting, informed decision-making, and the effective alignment of business strategies with organizational goals.

What are the main challenges planning analysis managers typically face when coordinating cross-departmental projects?

Planning Analysis Managers often encounter challenges in aligning different departments’ goals and timelines, as each team may have its own priorities and data standards. Effective communication and negotiation skills are crucial to ensure all stakeholders are on the same page and to resolve conflicts that may arise. Additionally, integrating diverse data sources for comprehensive analysis can be complex, requiring strong analytical abilities and proficiency with various reporting tools. Overcoming these challenges helps ensure successful project outcomes and fosters collaborative relationships across the organization.

What is the difference between Planning Analysis Manager vs Financial Analyst?

AspectPlanning Analysis ManagerFinancial Analyst
Required CredentialsBachelor's degree in finance, accounting, or related field; often preferred with MBA or certifications like CFABachelor's degree in finance, accounting, or economics; certifications like CFA are common but not always required
Work EnvironmentTypically in corporate finance departments, overseeing planning and analysis teamsOften in finance or investment firms, supporting budgeting, forecasting, and financial reporting
Employer & Industry UsageUsed in large corporations, manufacturing, and consulting firms for strategic planningCommon in banks, investment firms, and corporate finance roles across industries

The Planning Analysis Manager focuses on overseeing financial planning, budgeting, and strategic analysis at a managerial level, while the Financial Analyst primarily conducts detailed financial data analysis to support decision-making. Both roles require strong financial credentials, but the manager role involves leadership and strategic oversight, whereas the analyst role emphasizes data analysis and reporting.

What cities in Oregon are hiring for Planning Analysis Manager jobs?

Cities in Oregon with the most Planning Analysis Manager job openings:

Financial Planning & Analysis Manager

Corvallis, OR • On-site

Oregon State Credit Union
Finance and Insurance • 201 - 500 employees

$114K/yr

Other

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 5 days ago


Key responsibilities

  • Lead the annual budgeting process, forecasting cycles, and financial modeling activities.

  • Serve as a strategic partner to leaders across the Credit Union by delivering forward-looking financial insights.

  • Partner with leaders to align financial plans with strategic objectives and enhance FP&A processes, tools, and reporting capabilities.


Job description

With a strong reputation of integrity, unsurpassed service, and member focus, Oregon State Credit Union is one of the most respected credit unions in the Northwest. We are a passionate team committed to our vision of creating financial solutions that make lives better and we're seeking an experienced Financial Planning & Analysis Manager to join our Corporate Finance team and help share the financial future of the Credit Union.
As the FP&A Manager, you will serve as a strategic partner to leaders across the Credit Union, delivering forward-looking insights that guide business decisions and support long-term growth. Leading the annual budgeting process, forecasting cycles, and financial modeling activities, you will help optimize resource allocation and organizational performance by identifying key trends, risks and opportunities. Additionally, you'll partner with leaders to align financial plans with strategic objectives while enhancing FP&A processes, tools and reporting capabilities. This role offers the opportunity to influence strategy, strengthen financial planning practices, and make a meaningful impact on the Credit Union's financial health and long-term success.
What you'll need to be successful:
  • FP&A Leadership & Expertise: Demonstrated expertise in FP&A, including budgeting, forecasting, financial modeling, and performance analysis. Strong understanding of Asset/Liability Management (ALM), balance sheet analytics, key financial drivers and financial risk assessment.
  • Analytical & Problem-Solving Skills: Proven ability to analyze complex financial data, evaluate scenarios, and identify trends, key performance drivers, risks, and opportunities. Strong critical thinking and problem-solving skills with the ability to translate insights into actionable recommendations. Demonstrates a high degree of accuracy, attention to detail, and sound judgement.
  • Communication & Collaboration: Excellent verbal, written and presentation skills with the ability communication complex financial information to diverse audiences. Proven ability to build strong cross-functional partnerships, align financial plans with strategic objectives and influence decision making though data-driven insights.
  • Experience & Education: At least five years of relevant experience in FP&A, forecasting, financial modeling and ALM. Prior experience in a credit union or other financial institution with a focus in lending or investments analytics is preferred. Experience with ALM forecasting software and budgeting/reporting programs is highly preferred. Bachelor's degree in Finance, Business Administration, Accounting, Economics, Mathematics, or related field required.

Ways we'll appreciate you:
  • A collaborative and positive workplace culture
  • Initial and on-going support, training and mentorship with promotion and career advancement opportunities
  • Competitive wages, bonuses, paid holidays and paid time off
  • 100% credit-union-paid employee coverage for medical, dental, vision, life and disability insurance; dependent coverage also available
  • 401k Plan with an amazingly generous credit union match!
  • Tax-saving Flexible Spending and Health Savings Plans
  • Premier membership perks, loan discounts, company clothing, wellness and recognition programs, and more!

Since it began in 1954, Oregon State Credit Union has been a member-owned, not-for-profit financial services institution. We exist for the benefit of our member-owners, and not to profit from them. That's what makes us different from banks and how we're able to create financial solutions that make lives better.
Location: Operations Center - 4800 SW Research Way, Corvallis
Work type: Full-time, hybrid and exempt
Compensation: $114k/year DOE + bonus
Oregon State Credit Union is an equal opportunity employer, including veterans and individuals with disabilities.
The information above provides the general nature of work performed in this position and outlines primary qualifications. The successful candidate must be able to demonstrate that they have the legal right to work in the US and pass a background screening to the satisfaction of Oregon State Credit Union.
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