VP Finance Accounting Policy

Job Description
This position has a Hybrid schedule, remote access will be activated after successfully completing 90 days in the role onsite. The position of VP Finance is established to manage all aspects, duties and responsibilities of the management financial analysis functions and maintain quality service standards set by the organization.

Leadership, coaching and development of Financial Analysis Team
Annual Budget and Financial Forecasting
Financial Analysis
Audit and Exam Support
Current Expected Credit Loss (CECL)
Financial Database Management
Organizational and Product Profitability Analysis
Special Projects
BS Degree with emphasis in Finance, Accounting or Economics.
~ CFA, CPA or MBA is a plus.
~10 years of experience in financial management/accounting and demonstrated track record of success in all areas of responsibility.
~ Advanced level spreadsheet, database, word processing and presentation software skills required.
~ Strong knowledge of financial products and services, general ledger usage, and database management are required.
~ Demonstrated success in planning, organizing, leading and oversight of people and activities.
~ Organization skills sufficient to successfully manage multiple projects, establish priorities and meet deadlines.
~ Track record of applying critical thinking and emotional intelligence skills in a wide variety of situations.

Work closely with Senior Management Team and other departments on a continual basis, gain a solid understanding of their business models and practices, and possess an ability to provide financial analysis and recommendations to the team as requested and on a proactive basis. Responsible for the planning, direction and development of all staff members. Responsible for the employment, coaching, training, motivation, evaluation and discipline of all staff members.

Responsible for the performance management of staff, to include daily feedback, coaching and mentoring; Consult with Human Resources (HR) on issues outside of the normal scope of performance or behavior. Report all issues of safety or legal consequence immediately and surface undesirable patterns as they are discovered. Monitor approved schedules, review and approve timesheets of staff, and ensure all expenses are reported as per company policy.

Annual Budget and Financial Forecasting

Provide financial support, analysis, and counsel to departments throughout the budget cycle.
Work closely with key management team members to prepare and develop financial forecast and risk analyses as needed for the senior management.
Prepare and develop appropriate input methods and materials that will allow the accurate collection, consolidation and maintenance of budget data.
Work closely with the CFO and SVP Finance to assimilate and develop economic and industry information for integration into the budgeting/forecasting process.
Prepare appropriate senior management and Board of Directors review materials for the annual budget.

Financial Analysis

Perform financial modeling, forecasting, and reporting of pertinent and relevant financial analyses projects that will enhance the senior management team’s understanding of financial performance.
Oversee the development and preparation of all ALCO and Pricing Committee materials.
Analyze the profitability of selected products and organizational units, as well as major credit union capital expenditures.
Establish policies for these analyses processes.
Analyze and communicate all credit union peer group related data and information.

Audit Support

Act as key liaison for annual financial statement audit, NCUA exam, internal audits, and model validations
In collaboration with the CFO and SVP Finance, work directly with auditors, as needed, to address inquiries in a timely manner
Current Expected Credit Loss (CECL)
Prepare monthly CECL Committee meeting materials, including calculation results, Key Performance Indicator (KPI) reporting, and ongoing model enhancements
Process “what-if” scenarios in CECL software to demonstrate to management alternative outcomes with differing assumptions
Financial Database Management:
Design and develop financial reports utilizing the organization’s SQL databases to provide timely Key Performance Indicators (KPI) to management.

Maintain the integrity and accuracy of all financial data used for management reporting, financial analysis, budgeting, ALM simulation and cost accounting. Responsible for the development, maintenance and administration of organizational and product profitability for the credit union. Develop product profitability policies in conjunction with senior management and other pertinent staff members.

Special Projects

~ Working closely with other key team members, actively lead and/or participate in numerous project teams.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Monday-Friday: 8:00am-5:00pm
Saturday-Sunday: OFF
Full time - 40 hours/week