VP Finance

To direct all financial related affairs of the Credit Union, including establishing major economic and financial objectives, identifying and mitigating risk, and creating and maintaining relevant policies. Provides strategic leadership in asset-liability management (ALM), profitability programs, and financial analysis to ensure sustainable growth. Partner with Executive Team to develop short- and long-range goals, strategies, and plans to align with organizational objectives.

Essential Functions & Responsibilities

• (40%) Oversee construction, evaluation and reporting of financial and operating data to support corporate and community development functions and strategic objectives. Direct asset-liability management (ALM) processes and net income simulations to ensure sound balance sheet management.
• (30%) Lead relationship managementand oversee product and organizational profitability programs, ensuring profitability metrics are continually updated and aligned with strategic goals across all product lines.
• (20%) Prepare and review financial analyses as needed to support decision-making and performance monitoring.
• (5%) Oversee and review administrative functions within the Finance department to maintain accuracy and compliance.
• (5%) Perform other duties as assigned to support organizational objectives.

Performance Measurements

• Must comply with government and other regulations affecting the credit union industry including, but not limited to, OFAC and the Bank Secrecy Act.
• Meets or exceeds performance expectations as described in Essential Functions and Responsibilities.
• Please refer to Annual Performance Goal document for remaining Performance Measurements.

Knowledge and Skills

Experience: Minimum 3 years in analytical role.

Education: BA or BS in a business or economic discipline required.

Interpersonal Skills: Work involves much personal contact with others inside and/or outside the organization for the purpose of first-level conflict resolution, building relationships, and soliciting cooperation. Discussions involve a higher degree of confidentiality and discretion, requiring diplomacy and tact in communication.

Other Skills: Effective relational, collaborative, and communicationskills adaptable for all levels of the organization. Advanced Excel, PowerPoint and Word skill level. Technical writingand presentationskills must be strong.

Must be able to translate data and analysis into actionable business information for a management audience. Must be skillful at relating to people throughout the organization at all levels.

Physical Requirements

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to sit; use hands to finger, handle controls; and talk or hear.

The employee is occasionally required to stand; walk; reach with hands and arms; and stoop or kneel. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision and the ability to adjust focus.

Work Environment

Work is performed indoors in an office environment with normal potential for exposure to safety and health hazards. May periodically travel to other, similar sites. The noise level in the work environment is usually moderate.

This Job Description is not a complete statement of all duties and responsibilities comprising the position.

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