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Overview

Serves as a strategic and trusted advisor to the Chief Financial Officer (CFO) in defining and executing finance strategic priorities and initiatives. Responsible for both directives from the CFO, as well as independently-driven initiatives that reflect the inputs and priorities from finance senior leadership. Drive operational excellence within finance, enabling smooth operations, the streamlining of routines and processes, and the execution of strategic priorities and initiatives. Serve as a liaison with key stakeholders fostering communication, collaboration, and information flow. Oversee the finance operational risk management program, in addition to finance learning and communications. Partner with Human Resources Business Partner (HRBP) to support the management and development of finance talent. Director report to the CFO.

Responsibilities

+ Develop and implement long-term finance strategies and objectives, aligned to the enterprise strategy, and in conjunction with finance leadership

+ Identify areas within finance to drive scalability, increasing strength, agility and efficiency across the team

+ Build and maintain relationships with finance leadership and other key stakeholders, ensuring clear and effective communication with the CFO

+ Contribute to a culture of collaboration by actively working across business lines, communicating knowledge and promoting the sharing of information

+ Facilitate the CFO’s agenda through meetings and events, ensuring effective discussions and following up on action items

+ Maintain broad, comprehensive knowledge and current awareness of the organization, procedures, policies, and operations of the office of the COO, President and Board of Directors

+ Ensures finance-owned Navy Federal instructions, policies, and procedures are current, facilitating and managing updates, as needed

+ Coordinate CFO’s input to board-level committee meetings, Board of Directors reports and presentations, and other corporate documents

+ Oversee the finance operational risk management program team to effectively identify, assess, monitor, measure and mitigate operational risk

+ Provide strategic recommendations to the CFO and finance leadership regarding risk management activities and ways to improve methodologies and practices

+ Oversee the Finance learning and communications teams by establishing and implementing a strategic communications plan for the finance organization, driving engagement through various activities, communications, and initiatives

+ Work with finance leadership and consult with HRBP to support all aspects of Navy Federal’s Integrated Talent Strategy (ITS), including learning and talent development

+ Perform other duties as assigned

Qualifications

+ Extensive knowledge of banking/financial industry trends, products and services

+ Proven experience and desire to serve in a consultative capacity to business leaders, shaping strategy, goals and alignment

+ Extensive experience in creating and delivering effective presentations to groups of various sizes and productively communicating to stakeholders, team members, and leaders

+ Significant experience in demonstrating thought-leadership, initiative-taking, decision-making and creativity solving business problems

+ Proven track record of having a curious business mindset with an ability to condense complex concepts and analysis into clear and concise takeaways that drive business decisions

+ Advanced experience in managing cross-functional, multi-dimensional teams and projects of the highest complexity which have business risk and impact

+ Experience with change management and organizational development strategies in order to influence and assist organizational change initiatives

+ Experience with workforce and succession planning

+ Significant experience working with multiple sources in multiple formats and using visualization tools to effectively summarize, communicate and present findings highlighting key areas of focus

+ Advanced leadership, delegation, coaching, and mentoring skills and the ability to make sound long and short-term business decisions

+ Advanced skill leading with diplomacy and tact while maintaining appropriate assertiveness and persistence

+ Advanced skill influencing and building consensus with business partners

+ Advanced skill in results-oriented leadership in a challenging environment

+ Bachelor's Degree in Accounting, Finance, or Business Administration, or the equivalent combination of training, education and experience

Desired Qualifications

+ Experience with credit union financials and/or NCUA regulations

+ Master's Degree in Accounting, Finance, or Business Administration, or the equivalent combination of training, education and experience

Hours: Monday - Friday, 8:00AM - 4:30PM

About Us

Navy Federal provides much more than a job. We provide a meaningful career experience, including a culture that is energized, engaged and committed; and fierce appreciation for our teams, who are rewarded with highly competitive pay and generous benefits and perks.

Our approach to careers is simple yet powerful: Make our mission your passion.

• Best Companies for Latinos to Work for 2024

• Computerworld® Best Places to Work in IT

• Forbes® 2025 America's Best Large Employers

• Forbes® 2024 America's Best Employers for New Grads

• Forbes® 2024 America's Best Employers for Tech Workers

• Fortune Best Workplaces for Millennials™ 2024

• Fortune Best Workplaces for Women ™ 2024

• Fortune 100 Best Companies to Work For® 2025

• Military Times 2024 Best for Vets Employers

• Newsweek Most Loved Workplaces

• 2024 PEOPLE® Companies That Care

• Ripplematch Recruiting Choice Award

• Yello and WayUp Top 100 Internship Programs

From Fortune. ©2025 Fortune Media IP Limited. All rights reserved. Used under license. Fortune and Fortune Media IP Limited are not affiliated with, and do not endorse products or services of, Navy Federal Credit Union.

Equal Employment Opportunity: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected Veteran.

Disclaimers: Navy Federal reserves the right to fill this role at a higher/lower grade level based on business need. An assessment may be required to compete for this position. Job postings are subject to close early or extend out longer than the anticipated closing date at the hiring team’s discretion based on qualified applicant volume. Navy Federal Credit Union assesses market data to establish salary ranges that enable us to remain competitive. You are paid within the salary range, based on your experience, location and market position

Bank Secrecy Act: Remains cognizant of and adheres to Navy Federal policies and procedures, and regulations pertaining to the Bank Secrecy Act.

REQNUMBER: 25958