Exciting opportunity for the Finance Professional - Come and join a wonderful team.
Role:
Responsible for the development and overall strategic direction of the Finance/Accounting and back Operations Departments; prepare financial reports, including annual strategic plan, asset liability management and operating budgets; ensure complete, accurate, and timely completion of financial and accounting records for the credit union and prepare analysis of operations for management. In addition, ensure the payment processing are completed within industry standards. Support the CEO, Executive team, and Board of Directors with analysis and reporting as needed.
Essential Functions & Responsibilities:
- The CFO manages TCU’s asset/liability position, liquidity and investment portfolio. They oversee the monthly/quarterly updates of the ALCO and liquidity modeling package. Prepares and assists in presenting appropriate financial reports for the Asset/Liability committee on a quarterly basis. Works closely with the third-party ALM vendor on interest rate risk and NEV and other company compliance policies. Prepares and monitors monthly budget and liquidity forecast reports, as necessary. Provides information and analysis to the CEO with regard to the financial impact of the Credit Union's short- and long-term strategic goals/objectives.
- Responsible for the development and overall strategic direction of accounting and operations departments. Ensuring the departments are effectively accomplishing all department and organizational goals and objectives. Identifies and implements workflow efficiencies on a continual basis.
- Adhere to and uphold all written policies and procedures within your area and Human Resources.
- Responsible for the standard internal and external financial reporting of the credit union, including the quarterly NCUA 5300 report, FRB 2900 and CUNA Questionnaire Insurance Renewals, annual budget, Board of Directors financial package. Confirm that all accounts are balanced appropriately on a monthly basis. Ensure accounting records and reports are in compliance with GAAP and government regulations.
- Leadership. As part of the Executive team, it is essential you participate in leadership development. Must have the ability to motivate and lead teams and communicate at the highest levels, both written and verbally. Creates an environment based on trust amongst employees, conversations in the pursuit of healthy feedback at all levels, maintain employee engagement, monitor and discuss accountability levels so the departments are performing at company standards.
- Provide leadership development, guidance and support to your leadership team on a monthly/weekly basis. Ensure company policies, procedures and deadlines are met.
- Examples would be building and maintaining a cohesive leadership team with your managers and staff, creating clarity ensuring clear communication and accountability measures are in place to emphasize the company's core values, strategic anchors, operations and strategic objectives. Lastly, reinforce clarity through hiring, managing employee performance, meetings, rewards and recognition or employee dismissal for poor performance.
- Work with external auditors and regulators to ensure information is provided in a timely and accurate manner. Offer recommendations to provide procedural improvements. Maintain compliance with state, local and federal laws.
- Oversee financial support to all other credit union departments. Make recommendations to the CEO for short and long-term goals of the Accounting and Operations departments as they relate to the overall objectives of the Credit Union. Provides input to assist in the development of special projects and new services. Ensure that all invoices are paid in an appropriate amount of time to adhere to the cash management strategies and accurate operating results against budget.
- Ability to travel on behalf of the credit union as required, other duties/projects as assigned.
Knowledge and Skills:
Experience
8-10 years of experience in a management level finance or accounting position with demonstrated leadership skills.
Must have experience with Asset Liability Management monitoring and reporting.
Strong US GAAP financial reporting experience.
Strong understanding of financial institution product and service offerings.
Thorough knowledge of the Credit Union Industry and related rules and regulations.
Education
(1) A master's degree, or (2) a bachelor's degree plus professional certification (e.g., CPA).
Interpersonal Skills
Work frequently involves exercising advanced conflict resolution, giving material presentations and resolving issues impacting multiple departments or divisions. Role also requires motivating, influencing, with a significant level of diplomacy and trust.
Obtaining cooperation with internal and external contacts becomes important and fostering sound relationships with other entities (companies and/or individuals) becomes necessary and often requires the ability to influence and/or sell ideas or services to others.
Other Skills
Higher Education in accounting and finance. Proficient in Microsoft Office 365 products. Familiar with industry specific software.
Physical Requirements
Work Environment
Office work environment.
Remote work from home hybrid is possibility.
Triangle Credit Union is proud to be an Affirmative Action/Equal Opportunity Employer. If you are an individual with a disability and require a reasonable accommodation to complete any part of the application process or are limited to use the online application process, you may contact the Human Resources Department at 603-889-2470 for other options to apply.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities.
#J-18808-Ljbffr
