VP Finance

Position Summary

The Vice President of Finance is responsible for leading the credit union’s financial planning and analysis function, including forecasting, budgeting, and strategic financial planning. This role ensures that leadership and the board have clear, forward-looking financial insights to support decision-making, resource allocation, and long-term growth.

Essential Duties And Responsibilities

• Own and operate a rolling forecast process, including monthly updates, variance analysis, and key drivers

• Deliver forward-looking financial reporting focused on trends, risks, and leading indicators—not just historical results

• Improve forecast discipline, transparency, and reliability across the organization

• Lead the annual budget process, ensuring alignment between strategic priorities, resource allocation, and expected outcomes

• Maintain an enterprise view of financial capacity and tradeoffs, including what is funded, deferred, or stopped

• Develop and maintain a multi-year financial plan (3–5 years) tied to strategic initiatives, growth objectives, and capital constraints

• Build scenario models that evaluate alternative strategies and operating conditions (e.g., growth, pricing, rates, funding mix)

• Prepare clear, decision-ready materials for executive leadership and Board-level discussions

• Support the CFO and ALCO through financial modeling and scenario analysis, translating balance sheet strategy, rate outlook, and liquidity considerations into actionable planning assumptions and enterprise forecasts