Job Opportunities

Jobs at CU Strategic Planning

Financial Analyst

We’re looking for a full-time Financial Analyst. This is a remote-work position working with our national client base.

 

Job duties 

  • Gather and organize financial data from all clients for all CU Strategic Planning products.

  • Identify clients' financial status by comparing and analyzing actual results with plans, forecasts and peers.

  • Compile and analyze financial reports from clients identifying trends, weaknesses and strengths and recommending actions to CU Strategic Planning owners.

  • Create financial models that support the products and services offered by CU Strategic Planning:

    • Support strategic planning by providing relevant financial information.

    • Support the grant process by providing historical and projected financial information.

    • Manage and execute grant reporting project; train consultants, perfect process, perform reporting activities.

 

Required Education and Experience

  • Bachelor’s Degree in accounting/finance

  • 10+ years’ experience working in finance and/or accounting

  • 3 years' experience in credit union accounting (highly desired)

  • Knowledge or experience working with a nonprofit/grant accounting

  • Knowledge of QuickBooks

  • High level of problem solving experience

  • Proven track record of working between cross-functional departments and with high achieving leadership teams

  • Strength in communicating through technology

 

Compensation:

CU Strategic Planning offers a flexible benefits package including health/dental/vision insurance, vacation and personal days, a 401(k) retirement plan, and the benefits of working in a very casual office environment. 

To apply, submit your cover letter and resume using the form at the bottom of this page.

Administrative Support Assistant

Are you able to wrangle errant executives with your superb administrative skills? Does your expertise include soothing clients, juggling appointments and possessing exacting attention to detail all while patiently working with rogue managerial staff? Does your inquisitive mind cause you wake up in the middle of the night and think “I should Google that right now!”?

Our Administrative Support Assistant plays a lynchpin role in the organization! S/he keeps the gears of progress moving smoothly by coordinating meetings with clients, organizing mountains of data and helping us wrangle all that data into something understandable.

 

This position is for our Tacoma, Washington headquarters. Local applicants are preferred, but remote work will be considered for the right candidate.

Job Requirements 

  • Advanced skills in contemporary software products such as Word, Excel and PowerPoint

  • Organized, professional and dependable

  • Comfortable with level one technical support on office equipment and systems

  • Skill with Access and Salesforce preferred

  • Strong written and verbal communication skills including the exercise of diplomacy and tact in working with clients

  • Must demonstrate attention to detail

  • Must be able to prioritize constantly changing workflow

  • Must be a self-starter able to work without close supervision

  • Must have a good sense of humor and fit in with our team of miracle makers

  • Credit union experience a plus!

 

Compensation:

CU Strategic Planning offers a flexible benefits package including health/dental/vision insurance, vacation and personal days, a 401(k) retirement plan, and the benefits of working in a very casual office environment. 

To apply, submit your cover letter and resume using the form at the bottom of this page. This position is compensated at a rate of $18-20/hour and is eligible for overtime pay.

Important: Many candidates may meet our job description requirements. Please use your cover letter to tell us about yourself and why we would like to spend many daylight hours working with you. We’re a fun and quirky crew of do-gooders and big thinkers, so be sure to tell us why you’d fit in and why we should choose you as our new team member.

Submit your Resume and Cover Letter

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Thank you! We will be in touch soon.