Business Planning Senior Specialist

Honda Federal Credit Union seeks a Business Planning Sr. Specialist to drive strategic and financial planning in a member-focused credit union environment. In this role, you will analyze financial performance, develop budgets and forecasts, and create actionable reports to guide leadership decisions. You will track KPIs, evaluate products and initiatives, and support multi-year planning across lending, deposits, and member services. Collaborating with leaders and cross-functional teams, you will translate data into insights that strengthen financial wellness, operational efficiency, and long-term growth for Honda associates and their families.

Responsibilities

• Lead financial and business planning analysis to support credit union strategy and growth.

• Develop, monitor, and refine annual budgets, forecasts, and multi-year financial plans.

• Build and maintain reports and dashboards tracking key performance indicators (KPIs).

• Analyze product, portfolio, and member trends to identify risks and opportunities.

• Prepare presentations and insights for senior leadership decision-making.

• Collaborate with lending, deposits, and member services teams on planning initiatives.

• Support evaluation of new products, programs, and strategic projects with financial models.

• Ensure data accuracy, consistency, and integrity across planning and reporting tools.

• Recommend process improvements to enhance planning efficiency and reporting clarity.

• Align planning activities with the credit union's member-focused mission and regulatory expectations.

Required Skills

• Financial analysis

• Business planning

• Budgeting and forecasting

• Data analysis and reporting

• KPI development and tracking

• Strategic planning support

• Excel and financial modeling

• Dashboard and BI tools

• Project management

• Stakeholder communication