Job Description
Job Details
Description Responsibilities - Financial Reporting & Planning: Oversee preparation of GAAP-based financial statements, monthly management reports, and annual budgets; Conduct variance analysis, forecasting, and trend interpretations; Present financial performance and forecast to the President/CEO, Board, and ALCO.
- Asset/Liability & Investment Management: Serve as lead or liaison on ALM Committee; Monitor interest rate risk liquidity; Manage the investment portfolio – evaluate, purchase/sell securities consistent with policy and regulations.
- Internal Controls & Audit: Direct external financial audits and internal audit processes; respond to findings: Report audit outcomes to President/CEO.
- Contracts & Vendor Management: Review and negotiate vendor, investment, and service agreements, ensuring value and compliance.
- Accounting & Compliance Oversight: Ensure accurate GL, AP/AR, payroll, depreciation, and tax reporting; Maintain policies, controls, and compliance with NCUA, State Laws, and GAAP.
- Strategic Leadership: Advise President/CEO and Board on financial strategy, operational efficiency, and risk management: Embed finance expertise in business units to support cross-functional decision-making.
- Team Leadership & Development: Lead accounting team through hiring, performance reviews, training, and mentorship; Promote professional growth and build digital/analytical capabilities.
Qualifications - Advanced degree in Accounting/Finance; CPA designation preferred.
- 10 + years of progressive experience in accounting or finance, with at least 5 years in a leadership role withing a financial institution.
- Experience with asset/liability management and interest rate risk modeling.
- Experience with CECL implementation and reporting.
- Experience with investment accounting and treasury functions.
- Proficiency in financial management software and Microsoft Office Suite.
- Excellent analytical organizational, and communication skills.
- Demonstrated ability to lead strategically.
Skills - Deep understanding of accounting, GAAP, financial modeling, capital structure, cash flow management, tax, compliance, regulatory requirements, and investment management.
- Ensures sound financial operations, compliance, reporting accuracy, and capital structure management; Builds models (NPV, IRR, stress tests) to guide strategic capital and operational decisions; Identifies and mitigates financial and operational risks.
- Anticipates market shifts, advises on long-term strategy and value creation beyond ROI; Develops multiple financial scenarios to anticipate risks and opportunities.
- Articulates complex insights to Boards; Strategic acuity in translating market trends and business goals into long-term financial strategy, forecasts, budgeting, and scenario modeling.
- Fluency in ERP, treasury, ALM systems and emerging technology.
Job Tags
Work at office, Shift work,