VP, Finance

Job-Specific Responsibilities

• Financial Management & Reporting
• Oversee preparation, accuracy and timeliness of financial statements/management reports (e.g. monthly, quarterly and annual financial packages)
• Ensure reporting complies with GAAP, NCUA regulations and internal policies
• Direct preparation and submission of regulatory filings (e.g. NCUA Call Reports, state and federal reports) and support examinations and audits
• Develop/maintain robust financial dashboards/KPIs to support strategic decision-making
• Accounting Operations & Internal Controls
• Lead daily accounting operations (e.g. general ledger, accounts payable/receivable, investments, fixed assets, prepaid and accrual processes, and account reconciliations)
• Design, implement, and monitor internal control framework to safeguard assets, ensure data integrity and support operational efficiency
• Oversee month/year-end close processes, ensuring adherence to timelines and accuracy standards
• Manage relationships with auditors, examiners and other third parties; coordinate audits and agreed-upon procedures
• Finance, Planning & Analysis
• Partner with CFO to develop annual budget, multi-year forecasts, and scenario analyses
• Provide analysis/insight into trends in net interest margin, non-interest income, operating expenses, and credit quality
• Support Asset/Liability Management (ALM) activities (e.g. analysis of interest rate risk, liquidity, funding costs, and portfolio performance)
• Contribute to pricing decisions for loans/deposits and evaluate financial impact of new products/strategic initiatives
• Collections & Asset Quality
• Provide strategic leadership/oversight of collections and recovery function (e.g. policies and procedures for early/late-stage collections, repossessions, charge-offs and recoveries)
• Ensure delinquency, non-performing assets and charge-offs are managed within board-approved risk tolerances and regulatory expectations
• Oversee methodologies for the Allowance for Credit Losses (ACL), including modeling assumptions, documentation, and governance
• Collaborate with other departments to identify emerging credit risk, adjust underwriting/collection strategies, enhance portfolio quality
• Leadership & Team Development
• Lead, mentor, and develop high-performing teams; set goals and expectations; provide regular coaching/feedback
• Foster a culture of accountability, continuous improvement, ethics and service to members
• Promote collaboration between departments to support organizational goals
• Governance, Compliance & Risk Management
• Ensure activities comply with NCUA regulations, state and federal laws and internal policies
• Participate in management and board committees
• Continuously assess and mitigate financial, operational and credit-related risks

Qualifications

• Basic Qualifications
• Bachelor’s degree in Accounting or equivalent work experience required
• Minimum of 8 years’ relevant work experience
• Supervisory experience
• Additional Qualifications and Skills
• MBA or Master’s Degree in relevant field preferred
• Knowledge of Microsoft Office Suite, advanced excel skills
• Advanced knowledge of accounting principles and tax regulations
• Demonstrated experience with Financial systems and data query tools
• Certificates and Licenses: CPA Preferred

Additional Information

• Pre-Employment Screening: Credit, Criminal, Education, Identity, Prohibited Parties (OFAC - Office of Foreign Assets Control)