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Now Hiring: Financial Analyst

Job Title: Financial Analyst

Company: CU Strategic Planning

Location: Remote, Palm Springs, CA or Tacoma, WA


Are you a financial analyst seeking a career that makes a difference in the world? Or are you currently working at a credit union or community development financial institution (CDFI) and seek to achieve broader impacts through national work? Perhaps you desire to move from being a reputable independent consultant to the stability, joy and benefits of working with an elite team. CU Strategic Planning may be the right place for you.

CU Strategic Planning seeks a Financial Analyst to work collaboratively with the firm’s CFO to serve internal/external clients and shape a growing department. The successful candidate will play an important and trusted role of analyzing the financial performance and developing financial models for not-for-profit credit unions committed to changing lives through community development. The ideal candidate will find joy in analyzing financial reports to identify trends, weaknesses, strengths and recommend actions. The Financial Analyst will support the development of US Treasury CDFI grant applications, compliance reporting and also support CU Strategic Planning’s affiliated nonprofit, the National Council of Financial Opportunities.

You will know you are meant for this role if you are/have:

  • Motivated by the thought of impact.

  • A strong analytical ability and love financial modeling.

  • Thrive in a collaborative environment of constant learning.

  • Track record of working between cross functional departments and with high achieving leadership teams.

  • Exceptional attention to detail.

  • Knowledge or experience working with a nonprofit and/or grant accounting.

  • Strength in communicating through technology.

  • The philosophy that organizations’ capable of changing the world are comprised of inspiring individuals working as a team.


  • Bachelor’s Degree in accounting/finance or at least five years of commensurate experience.

  • Expert proficiency of Excel software and basic Access software skills.

  • Background with credit unions or CDFIs desired.

Company Profile:

CU Strategic Planning was founded in 2008 and is the leading consultancy to not-for-profit credit unions working in community development. Its mission is to unlock opportunities to change lives and communities through not-for-profit credit unions. It is a women and minority-owned community development consultancy with LGBTQ and ethnically diverse ownership that empowers staff to grow into new opportunities within the organization. It has a terrific history of promoting from within. CU Strategic Planning’s team has secured $120 million in grant funding for CDFI certified credit unions and is in high demand. As a result, its staffing grew by 67% from 2018-2020.


An excellent, competitive compensation package will be offered to the selected candidate. Benefits include health/dental/vision insurance, vacation and personal days, and a 401(k) retirement plan.

Apply or Recommend Candidates:

To apply send a resume and cover letter to CU Strategic Planning’s Chief Diversity and Inclusion Officer, Ronaldo Hardy at You may also recommend others for candidacy by email.

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