22 days old

AVP, Financial Planning and Analysis

Folsom, CA 95630
  • Job Code
  • Payrate
    $140,000 To $150,000

Our client is looking for an AVP, Financial Planning and Analysis for a permanent opportunity in Folsom, CA.


Responsible for all of CLIENT's finance planning and analysis activities including financial reporting, Board reporting, budgeting/forecasting, financial analysis, and data analytics.


  • Lead, motivate and empower a team of high performing analysts to achieve clearly defined goals and objectives.
  • Oversee the preparation of 50+ monthly financial, performance, channel and regulatory reports in a highly detailed and deadline driven environment. Deliver timely, reliable and relevant information to the Board of Directors, senior management, and the organization.
  • Oversee the preparation and issuance of the credit union's audited financial statements and all supporting footnote disclosures. Provide leadership, coordination, and support for the financial audit and regulatory examinations.
  • Design and implement the methodologies, polices and infrastructure needed to support adoption of complex GAAP and regulatory financial reporting requirements.
  • Continually strive for improvements in report design, content and data quality; find ways to streamline processes and maximize use of existing and new technology.
  • Lead the annual budgeting and bi-monthly rolling forecasting processes. Produce highly accurate and predictive annual budgets and forecasts that are used to guide strategic decisions, and drive discipline and accountability for financial performance. Coordinate with and assist department leadership with the budget and forecasting activities.
  • Respond to frequent ad hoc requests for analysis and decision support.
  • Collaborate and support organizational leadership to identify opportunities, solve problems, and drive optimization.
  • Develop and review return-on-investment (ROI) analyses to support decision-making on corporate-wide business plan initiatives and capital investments.
  • Participate, coordinate, and provide leadership in data governance activities for the organization. On an ongoing basis, seek out and implement workflow and technological improvements throughout the organization that will facilitate improved data quality for reporting and decision support.
  • Provide oversight and direction in the maintenance of the financial and operational reporting data mart that combines and normalizes data from multiple disparate sources into multiple "system of record quality" data views for use in enterprise reporting and analysis.
  • Work with staff, vendors, and IT to implement and maintain complex, business-critical analytical software applications for budgeting and forecasting, balance sheet modeling, product and member profitability, and regulatory reporting. Prepare, maintain and validate data imports and application configuration, trouble shoot issues and initiate software upgrades.
  • Oversee finance liaison program where financial analysts partner with functional leaders in the company to provide decision support, improve engagement in financial performance variance analysis, and promote participation in the rolling forecasting process.
  • Successfully manage and prioritize competing demands in a fast pace environment.
  • Perform other duties as assigned.


Position is responsible for the overall direction, coordination, and evaluation of this team. Carries out supervisory responsibilities in accordance with the organization's policies and applicable laws. Responsibilities include interviewing, hiring, and training employees; planning, assigning, and directing work; appraising performance; rewarding and disciplining employees; addressing complaints and resolving problems.


To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.


Bachelor's degree (B.A. / B.S.) from a four-year college or university and eight or more years of financial analysis and accounting related experience and/or training. Previous experience compiling audited financial statements and managing employees required. Public accounting and financial institution experience preferred.


  • CPA license preferred


  • Microsoft Excel - advanced, ability to prepare spreadsheets and analytical models using complex formulas, functions, links, and macros (Visual Basic experience a plus), Power Pivot
  • Microsoft Power BI or other Business Intelligence (BI) software experience
  • Data warehouse experience a plus
  • Ability to quickly learn financial software applications
  • Ability to work with all levels within an organization
  • Superior analytical skills required
  • Thorough knowledge of transfer pricing, cost allocation, and product/branch profitability concepts a plus


  • Information Technology

Randstad utilizes a technology-driven focus with a human touch to provide better staffing and business solutions to organizations around the world. Our team of experts match professionals with available career opportunities in a variety of fields.

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AVP, Financial Planning and Analysis

Randstad Technologies
Folsom, CA 95630

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AVP, Financial Planning and Analysis

Randstad Technologies
Folsom, CA

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