Financial Planning and Analysis

• Implement and manage operations supporting Navy Federal’s financial and leave benefit programs, including the 401(k) Savings Plan, Pension Plans, and Executive Benefits
• Guide the day-to-day execution of financial and leave benefit policies, procedures, and practices which optimize costs, maintain external competitiveness, and meet organizational goals
• Ensure compliance with all federal, state, and local regulations affecting employee benefits, staying current with changes in the law
• Manage relationships with benefits vendors, brokers, and consultants to secure competitive rates and services; monitor SLAs and vendor performance
• Partner with manager and departmental leadership to forecast benefits costs and analyze the financial impact of current and proposed benefits programs
• Partner with the HR Shared Services Center (HR SSC) on the administration of financial and leave benefit programs; ensure tactical SSC operations align with Benefits Center of Excellence (COE) requirements
• Facilitate employee education and communication plans to help employees understand and maximize their financial and leave benefits
• Develop and manage financial wellness initiatives, including educational programs, tools, and resources that improve employees’ financial literacy and overall financial health
• Evaluate data and report on the effectiveness of designated financial and leave benefit programs; partner with manager to recommend changes and/or enhancements
• Perform supervisory/managerial responsibilities: Ensure adequate/skilled staffing; select employees; Establish performance goals and priorities; Prepare, conduct, and review performance appraisals; Develop, mentor and counsel staff; Provide input and/or prepare budget requirements for Annual Financial Plan (AFP); Ensure section/branch goals and objectives align with division/department strategy; Ensure efficiency of operations
• Perform other duties as assigned

Assistant Manager, Financial and Leave Benefits

Finance Coordinator

Director, Finance – People Ops

Finance Specialist, Impact Finance and Markets

R&D Financial Specialist

Manager, FP&A