Director, Forecasting

2 days ago

Phoenix, AZ, United States BECU Full-time
Is it surprising to hear that a financial institution of 1.5 million members and over $30 billion in managed assets say that success comes from focusing on people, not profits? Our “people helping people” philosophy has guided us since 1935, driving our deep commitment to serving our members, communities, and each other. When you join our team, you become part of a purpose-driven organization where your work makes a real difference. While we’re proud of our history, we’re even more excited about our future. With business and technology transformation on the horizon, there’s never been a better time to be part of BECU. You bring more than your expertise to your role, and that matters here. Your story, perspectives, and lived experiences help shape belonging at BECU and deepen how we connect with and support our employees, our members, and our communities. PAY RANGE The Target Pay Range for this position is $199,300.00-$243,800.00 annually. The full Pay Range is $155,200.00 - $288,000.00 annually. At BECU, compensation decisions are determined using factors such as relevant job-related skills, experience, and education or training. Should an offer for employment be made, we will consider individual qualifications. In addition to your salary, compensation incentives are available for the hired applicant. Incentives are performance based and targets vary by role.

BENEFITS

– because

people helping people

starts with supporting

you 401(k) Company Match (up to 3%)

4% annual contribution to your 401(k) by BECU

Medical, Dental and Vision (family contributions as well)

PTO Program + Exchange Program

Tuition Reimbursement Program

BECU Cares volunteer time off + donation match

IMPACT YOU’LL MAKE

: As the Director, Forecasting & Planning, you'll play a pivotal role in shaping BECU's future by helping leaders make informed, data-driven decisions that support growth, financial strength, operational excellence, and exceptional member experiences. You'll bring together financial and operational insights, translating complex business drivers into clear forecasts, strategic plans, and actionable recommendations that guide the organization forward. In this highly visible leadership role, you'll partner with senior leaders across Finance, Enterprise Strategy, Product, Marketing, Operations, Technology, Treasury, Risk, and other key teams to align resources, priorities, and opportunities with BECU's strategic objectives. Your expertise will help identify emerging trends, anticipate risks, uncover opportunities, and create a forward-looking view of organizational performance. You'll also build and lead a high-performing forecasting and planning team, establishing scalable planning practices, governance frameworks, and executive reporting capabilities that connect business decisions to meaningful outcomes. Your work will directly influence how BECU plans, invests, grows, and delivers value to our members. To join our dynamic team in this role, we require candidates to be residents of WA, OR, ID, CA, AZ, TX, NC, SC, GA, or VA.

If you’re located in Washington state and within a reasonable driving distance to our Tukwila Headquarters (TFC), we encourage you come into the office on Tuesdays & Wednesdays each week. For those candidates that live outside the commutable distance to TFC and in any of our approved remote work locations, this role will be primarily remote. Remote or onsite, we are committed to ensuring you are fully engaged and included in our collaborative environment. WHAT YOU’LL DO

: Shape the Planning Strategy:

Develop and lead the vision, operating model, roadmap, planning calendar, standards, and governance framework for forecasting and planning activities, ensuring alignment with enterprise planning processes and divisional priorities. Drive Integrated Forecasting:

Lead comprehensive forecasts and multi-year plans across key financial and operational drivers, including membership growth, product volumes, balances, revenue, expenses, profitability, capacity, and other critical business measures. Lead and Develop Talent:

Provide ongoing coaching, performance feedback, mentoring, and development opportunities that empower team members to grow, succeed, and achieve their full potential. Establish Forecast Assumptions:

Define, document, validate, and align assumptions, business drivers, performance targets, and planning scenarios to ensure consistency and accuracy across forecasts. Build Strategic Models:

Create driver-based forecasting models and scenario analyses that evaluate the impact of market conditions, member beha