Vice President Finance

Core Responsibilities And Capabilities

Deliver exceptional service while ensuring Finance activities align with Allegacy’s Brand Culture, mission, core values, bylaws, policies, regulatory requirements, internal controls, and established procedures.

Provide leadership by setting priorities, assigning work, coaching direct reports, monitoring performance, supporting professional development, and promoting accountability for high-quality work.

Financial Planning, Analysis, and Decision Support

• Provide financial leadership and analytical direction that supports short- and long-term organizational goals, timely insights, and informed decision-making.
• Support annual budgets, forecasts, long-range financial plans, trend analysis, financial modeling, scenario analysis, and ad hoc reporting aligned with strategy, capital planning, liquidity considerations, and performance goals.
• Prepare and present clear financial insights, analyses, and recommendations for leadership, business partners, and strategic initiatives.

Reporting, Controls, and Process Improvement

• Review and validate financial analyses, calculations, models, reports, dashboards, and decision-support tools to ensure accuracy, consistency, integrity, and clarity.
• Monitor performance indicators, profitability measures, financial metrics, trends, risks, and opportunities while strengthening scalable finance processes and reporting routines.
• Document, implement, and monitor finance-related policies, procedures, best practices, process improvements, and continuous improvement initiatives.

Collaboration, Compliance, and Organizational Support

Partner with the SVP, Finance, leadership, and business partners to support financial planning, resource allocation, business decisions, organizational priorities, and data-driven decisions.

Collaborate with NCUA examiners and external auditors and maintain awareness of regulatory requirements, financial institution practices, and industry trends affecting Finance.

Support change management, cross-functional projects, special initiatives, and additional responsibilities assigned by the SVP, Finance.