Vice President of Finance

Job Description:

WE ARE LOOKING FOR A VICE PRESIDENT OF FINANCE TO JOIN OUR TEAM. COULD THAT BE YOU?! LET’S FIND OUT…

• Are you passionate about the opportunity to make a difference in the credit union members’ experience and in your employees’ lives through the work that you do and the influence you exert?
• Are you able to align business practices to achieve strategic objectives and then effectively transfer that same acumen downline to your team?
• Are you committed to providing leadership that engages and inspires your team to excel in their job and achieve their own career growth aspirations?
• Has anyone ever told you that as a leader you are approachable, adaptable and an excellent communicator? Let’s face it… Sometimes things don’t go as planned and actions or changes are required – are you the one that people go to for direction and advice?
• Do you thrive on providing a crucial role in driving the efficiency and accuracy of the corporate accounting and finance processes and collaborating with leaders in achieving strategic and financial goals?
• Do your qualifications and experience align with career growth aspirations to be a CFO?

If you enthusiastically answered “Yes!” to the questions above, this might be the Vice President of Finance position for you!

Here’s the short list of essential functions (not exhaustive, of course):

• Leads and provides oversight of the accounting and finance function operating at a tactical and strategic level, while leading a team of accounting and finance professionals.
• Leads all aspects of the organization’s accounting and finance operations. This includes but is not limited to oversight of accounting processes and systems, account analysis and reconciliations, budget planning and implementation, forecasting, interest rate risk management, liquidity analysis, purchasing, and tax reporting. Identifies and implements continuous improvement and efficiency opportunities within the division.
• Ensures the timely completion of financial and external reporting that reflects a sharp attention to detail and accuracy in accordance with Generally Accepted Accounting Principles, as well regulatory and external reporting requirements.
• Serves as financial advisor to the CFO. As a consultative business partner, provides leaders in the organization insights to support decision making and planning that is focused on achieving business results.
• Contributes to organization’s short- and long-range planning and achievement of strategic plan goals with financial planning, identifying areas of growth, and profit and expense control opportunities.
• Ensures the timely and accurate completion of development of budgets and forecasts, reporting and monitoring of profitability, liquidity, interest rate risk, as well as other matters bearing on the financial performance and fiscal soundness of the organization.
• Manages the investment portfolio in consultation with the CFO.
• Leads meetings with team members to develop, motivate, coach, and mentor, discuss performance, establish goals, and identify ways to provide support.

Desired Professional Competencies:

• Communication
• Emotional Intelligence Essentials
• Aligning Performance for Success
• Creating a Culture of Trust
• Customer Focus
• Strategic Planning
• Continuous Improvement

Last, but not least, here are the typical qualifications for this position:

• At least seven years of accounting, finance, and leadership experience. Financial institution experience preferred.
• A bachelor’s degree in accounting or finance. CPA certification preferred.
• A solid understating of U.S. GAAP and the ability to analyze and implement new accounting standards.
• Requires critical thinking skills as well as strong analytical and financial modeling skills.
• Advanced Excel skills and proficiency with MS Office including Word and PowerPoint.
• Exemplary written, verbal, interpersonal, and presentation skills and the ability to effectively interface and present to various audiences including senior management, the Board and staff.
• This position is considered to be a succession role for the CFO.
• The Credit Union follows a hybrid work structure for some positions where employees can work remotely. On a weekly basis all WFH employees are required to be in office on Thursdays. Based on the demands of specific tasks or department requirements, WFH employees may need to be available for in office work at their manager’s discretion. Working from the office may be necessary for certain collaborative tasks.