Position Summary

Direct and manage Finance and Accounting functions to ensure Credit Union compliance with State and NCUA rules and regulations. Manage auditing, accounting, and recordkeeping activities of the Credit Union. Make recommendations relating to budget preparation, income forecasts, and operational changes as needed. Assist the President & CEO in the operations of the Credit Union. Manage the Operations Specialist.

Duties and Responsibilities

Accounting (60%)

Manage the financial, accounting, bookkeeping, and reconciliation functions of the Credit Union to include Accounts Payable, General Ledger, bank account reconciliation, Credit Cards, Financial, and regulatory reporting. Develop, implement, and evaluate policies and procedures for the accounting function. Ensure policies and procedures reflect current regulations. Oversee the Operations Specialist position to maximize productivity and efficiency. Train the Operations Specialist to back up the Director of Finance. Prepare a variety of monthly and quarterly reports. Develop, perform, and oversee various internal audit procedures, for example: cash counts, teller drawer audits, review of employee accounts, loan documentation, wire transfers, etc. Keep the President & CEO informed of the Credit Union’s financial condition.  Work with external auditors and regulators to provide necessary reports as requested.

Operations (30%)

Assure the daily operations are coordinated with the financial reporting of the Credit Union. Works with the Operations Specialist to prepare operation and account reports, Assure daily reports are completed accurately and timely. Perform monthly reports as assigned by the President and CEO. Resolve deposit and financial issues as they are escalated to you. Works with the Branch Managers on teller and member service related issues.

Member Service (5%)

Monitor Credit Union activities and implement operational procedures to maximize efficiency and quality of work that benefit the member experience. Assist the Branch Managers and President & CEO on resolving complex member complaints.

Administrative (5%)

Provide mentoring and coaching to support and develop staff. Provide other job duties as assigned by the President & CEO. Lead the Credit Union in case the President & CEO is unable to do so.

Skills and Qualifications Required:

Bachelor of Finance or Accounting plus 3+ related experience with a bank or credit union.  Three or more years in a lead accounting management role with a preference towards credit union accounting management experience. Sound knowledge of financial institution regulations and laws,credit union preferred