Credit Union:

Linn-Co Federal Credit Union


Lebanon, OR



Job Description:

Direct and manage all practices and activities in the Finance and Accounting functions to ensure compliance with State and Federal rules and regulations. Manage auditing, accounting, and recordkeeping activities of the credit union to ensure they meet generally accepted accounting practices. Make recommendations related to budget preparation, income forecasts, and operational changes as needed.

Job Responsibilities

  • Oversee and manage the financial accounting functions of the credit union, including ALM, budgets, general ledger, financial analysis , financial reporting ad recordkeeping, investments.
  • Develop, implement and evaluate policies and procedures for the Accounting/Finance Department. Ensure that policies and procedures reflect current regulations and are communicated to and implemented.
  • Present monthly reports to the Board of Directors and Senior Management
  • Prepare or work with vendors for ALM reports. Participate in ALCO committee which determines deposit and loan rates.
  • Responsible for providing guidance on investment decisions. Purchase of investments and tracking of investments.
  • Hold periodic staff meetings. Identify areas for improvement, changes in procedures, new developments, or changes in services.  Keep staff up to date on trends and general credit union information.
  • Assists with vendor negotiations and major purchasing decisions for capital equipment and other capital asset expenditures.
  • Responsible for monthly, quarterly and annual required financial reports to various agencies.
  • Works with Supervisory Committee.
  • Serves as the credit union’s liaison with regulatory agency examiners and auditors.


Skill Requirements

  • Must have a professional level of knowledge in productivity software, including Microsoft Word, Excel and others.
  • May be required to work a flexible schedule, including after hours or on week-ends.
  • Ability to express oneself, clearly and concisely, both verbally and in writing.
  • Must have attention to details, concentration, logical thinking, good judgment, and responsiveness in a timely manner.
  • Skilled in prioritization, organization and project management.
  • Ability to work well with others.
  • Ability to keep abreast of all regulatory and operational matters which affect the Credit Union operations.
  • Ability to work independently or as part of a team.
  • Ability to organize and run public and internal events for staff and or public.
  • Skilled in writing and editing with an attention to detail.


Education and Experience Requirements:

  • Bachelor’s degree in Business, Accounting or a related field or any equivalent combination of education and experience which provides knowledge, skills and abilities required to perform the job.
  • Knowledge of the Credit Union industry, regulations and operations
  • Demonstrable experience leading and managing groups and team.
  • Knowledge of computer skills including excel, word, e-mails. Ability to work with data systems.
  • Ability to travel as needed.