Role: 

To direct the financial affairs of the Credit Union; to establish major economic and financial objectives and policies for the Credit Union. Treasurer for the Foundation with reporting responsibilities including but not limited to the 990 Report.

Essential Functions & Responsibilities:

• Oversee accounting departments; hires, trains, directs, and evaluates employee performance within the departments; recommends promotions/transfers and salary adjustments.
• Oversee the Treasury, budgeting, Asset-Liability Management, audit, tax, accounting, purchasing, real estate, and insurance activities.
• Prepares financial reports; ensures complete/accurate financial, statistical, and accounting records of the Credit Union.
• Directs the Credit Union's investment activities as custodian of funds, securities, and assets of the organization.
• Directs preparation and evaluation of budgets and capital plans; directs receipt, disbursement, and expenditures of money and/or capital assets.
• Oversee reporting to regulatory authorities and to the Board.
• Works with auditors/examiners on year-end and comprehensive audits.
• Formulates and executes investment policy; prepares financial forecasts.
• Provides safekeeping, control and accounting for assets and securities.
• Review operational procedures to obtain optimum efficiency and reduced costs.
• Writes, reviews, and distributes financial policy and procedure statements to ensure regulatory and policy compliance.
• Performs other duties as assigned.

Performance Measurements:

• To ensure the Credit Union's financial activities follow sound financial principles and comply with all banking regulations.
• To maintain a highly qualified staff, sufficient to meet long-term organizational goals.
• To keep management informed regarding key operating issues affecting the Credit Union.
• To achieve results as specified in the Credit Union's budget for investments.
• To complete performance reviews within the prescribed time frame.

Knowledge and Skills:

Experience: Eight to ten years of similar or related experience.

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 the ability to motivate or influence others as a material part of the role, with a significant level of diplomacy and trust. Obtaining cooperation (internally and/or externally) is an important part of the role and a high level of interpersonal skills is critical to the success of this position

Other Skills: A degree in Business Administration, Finance, or Accounting.
Excellent analytical skills, people skills and self-direction.
Proficiency with PC accounting, spreadsheet, and word processing software.
Background in financial data processing systems preferred.

Physical Requirements: Able to lift up to 25 lbs.