Credit Union:

Central Willamette Credit Union





Job Description:


Develop and implement plans, action steps, programs and processes necessary to achieve the overall business and operational objectives of the Credit Union, including all functions within the position’s responsibility.

  • Oversee, guide and direct the accounting and payroll support functions of the Credit Union.
  • Provide ongoing coaching, mentoring and training to staff to develop and encourage their performance. Establish departmental and individual goals and objectives that are consistent with the operating plan.
  • Analyze the workflow of the accounting and payroll functions throughout the Credit Union; recommend and implement changes to improve efficiency and reduce costs.
  • Work to develop policies, procedures, programs and strategies to ensure the accounting and payroll functions of the Credit Union provides a timely, ethical, and accurate picture of the finances and payroll operations of the Credit Union.
  • Maintain chart of accounts for the Credit Union; direct staff in monthly review and certification of general ledger balances. Work closely with accounting software vendor to ensure data integrity and efficient workflow processes.
  • Ensure timely and reliable preparation of monthly financial reports, quarterly 5300 NCUA Call Report, and other financial reports as necessary.
  • Perform all responsibilities in accordance with Generally Accepted Accounting Principles (GAAP) and regulatory requirements.
  • Provide support in the budgeting process including research, planning, reporting, and input into the general ledger system.
  • Oversee, monitor, and interpret financial statement analysis.
  • Ensure that timely and accurate services are provided to internal and external customers by providing managerial leadership, direction, and effective monitoring of performance.
  • Oversee and manage contractual relationships with external vendors and suppliers. Evaluate contracts, purchase orders and other binding agreements.
  • Prepare reports, gather information and make presentations as necessary and directed.
  • Demonstrate leadership to Credit Union staff by acting as a role model for department and credit union staff.
  • Performs all responsibilities in accordance with CW Values, compliance, regulatory and Information Protection requirements.
  • Be a visible supporter of the Credit Union’s community involvement by volunteering for events and activities that enrich the communities of the central Willamette Valley.

Performs additional duties as assigned