Job Details

Job Purpose:

• Provide strategic leadership in practices and activities in the Finance, Accounting and Deposit Operations to ensure effective performance and compliance with State and Federal rules and regulations.
• Provide strategic leadership in the strategic planning process, with an emphasis on strategic plan execution throughout the organization.
• Work closely with business development in the sourcing and evaluation of acquisition and alliance opportunities.
• Make recommendations relating to strategic plans, product strategies, budget preparation, income forecasts, and operational changes as needed.
  

Essential Functions: (other duties may be assigned to meet business needs.)

• Assist the President/CEO in the development and tracking of strategic plan initiatives, and financial forecasting
  
• Chair the Management Asset/Liability Management Committee (ALCO).
  
• Provide leadership and strategic direction for the Accounting Department, Payment Services and other functions as directed.
  
• Develop leaders, build succession plans to enhance effective operations and business continuity.
  
• Maintain effective communications with other Departments, Managers, Committees, Board of Directors, and auditing and regulatory agencies.
  
• Ensure that responsible Departments reflect effective and current internal controls to allow for efficient and safe operations, and in particular challenge processes for continued improvement.
  
• Prepare and present an annual budget to the Management ALCO and Board of Directors for review and approval. Prepare periodic forecast with new projections.
• Provide oversight on the preparation of variance, financial, investment, and other reports per NCUA for meetings, as required by Interest Rate Risk Policy and Investment Policy.
  
• Monitor and invest excess funds through Corporate, Brokers and private placement in financial institutions, according to the investment and risk policies and procedures of the Credit Union.
• Maintain investment portfolio in accordance with NCUA regulations and Credit Union policy and procedures.
  
• Represent the Credit Union as a member of the executive management team.
• Duties include; through an effective ALCO process, developing, analyzing, planning, implementing, upgrading or improving a variety of products, services and delivery methods offered to our members or prospective members.
  
• Contribute to formulating and executing the credit unionâ??s business strategy to accomplish vision for growth and service to internal and external customers.
  
• Strategically analyze the financials and give written comments and recommendations to manage growth and performance.
  
• Identify and develop timely business plans that support the strategy, incorporating key business drivers and business interdependencies to provide management with structure, generate buy-in and create a mechanism for goal definition and accountability.
  
• Provide direction and support to support staff, including leveraging the appropriate expertise and resources throughout the organization to assure effectiveness and efficiency in getting work done.
  
• Partner with Risk Management in serving as the credit unionâ??s liaison with regulatory agency examiners and auditors.
  
• Interview, hire, coach, mentor, train, schedule, discipline, discharge, and supervise direct reports
  
• Serve on various committees.
  

Qualifications:

• Bachelora??s Degree in Accounting, Finance or Business Management, with relevant professional experience.
  
• Masterâ??s Degree or CPA designation highly desired.
  
• Five years of senior level of professional experience in finance, and/or accounting experience in a financial institution.
  
• Intermediate to advance level proficiency with computers and software applications including Microsoft Suite â?? Word, Excel, PowerPoint.
  
• Working knowledge of Generally Accepted Accounting Principles.
  
• Working knowledge of credit union rules, regulations, policies and procedures.
  
• Familiarity with investment and credit vehicles including accounting and reporting.
  
• Five year??s supervisory experience.
  
• Ability to travel to different branch locations and various training or networking events.