Financial Planning, Forecasting, and Analytics Leader

Third Federal

Financial Planning, Forecasting, and Analytics Leader managing financial strategy at Third Federal. Leading strategic planning efforts and forecasting processes within a dynamic banking environment.

Posted 6/3/2026full-timeCleveland • Ohio • 🇺🇸 United StatesSenior💰 $140,000 - $200,000 per yearWebsite

About the role

Key responsibilities & impact

Partner with senior leadership to provide the financial & analytical perspective in the development of the company’s strategy
Lead the effort required to model and iterate the results of the strategic planning objectives using internal production projections in conjunction with anticipated market rates and conditions
Drive the efforts to develop forecasting capabilities as output of our balance sheet modeling and analytics in partnership with senior leaders across the organization
Participate as a key leader in the company’s ALCO and Investment Committees, having the ability to interpret results and identify possible strategies to address risk management concerns
Provide analysis and interpretation of quarterly results to Investor Relations Manager and Chief Financial Officer to provide insight relevant to possible investor and analyst demands
Manage cross-functional relationships and participate in teams as a representative of Finance providing a perspective on our strategic goals with the ability to initiate and/or adapt to and communicate adjustments made in reaction to market and industry changes

Requirements

What you’ll need

Bachelor’s degree in finance, accounting, economics, or a related field required; advanced degree and/or relevant professional designation preferred
Demonstrated success leading high-performing teams and influencing senior leaders across the organization
8+ years of experience in banking, with a focus on financial planning, analytics and forecasting, with experience participating in strategic planning efforts
Expertise in asset-liability management, balance sheet strategy, liquidity and capital management, and stress testing within a banking environment
Strong command of financial markets, interest rate dynamics, and macroeconomic trends, with the ability to translate market developments into strategic recommendations
Exceptional analytical, problem-solving, and decision-making skills, with the ability to synthesize complex issues into clear synopses and/or recommendations
Strong knowledge of banking financial statements, financial modeling, forecasting methodologies, and performance analytics
Demonstrated ability to lead through change, establish credibility across the organization, and drive execution in a dynamic and evolving business environment
Outstanding written, verbal, and presentation skills, with the ability to communicate effectively and persuasively at the executive and board level.

Benefits

Comp & perks

Competitive compensation packages
Medical, dental, vision, and more
401k match
11 Bank Holidays + vacation/sick time
Stock Ownership Allocation
Exceptional culture and value system
Strong work/life balance
Growth opportunities
Mortgage Discount Program
Education Reimbursement Program

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

financial planninganalyticsforecastingasset-liability managementbalance sheet strategyliquidity managementcapital managementstress testingfinancial modelingperformance analytics

Soft Skills

leadershipinfluencinganalytical skillsproblem-solvingdecision-makingcommunicationpresentation skillsadaptabilitycredibilityexecution

Certifications

Bachelor's degreeadvanced degreerelevant professional designation