VP of Finance na MY CREDIT UNION

Full-time - VP of Finance

Salary Range:  $107,022 - 178,371 (Depending on Experience)

MY Credit Union offers a comprehensive benefit package that includes: Medical, Dental, Vision, Life, STD, LTD, Generous PTO, Tuition Reimbursement, 401(k)/Retirement Plan with up to a 6% matching contribution and Paid holidays. 

JOB SUMMARY:

The Vice President (VP) of Finance is responsible for leading the Credit Union’s Finance and Accounting functions to ensure compliance with State and NCUA regulations. This role oversees all auditing, accounting, and recordkeeping activities while providing strategic financial insights to support organizational goals. The VP of Finance reports to the Chief Financial Officer and plays a critical role in driving operational excellence, financial integrity, and member value.

ESSENTIAL DUTIES & RESPONSIBILITIES: 

Accounting & Financial Management 

• Direct all financial, accounting, bookkeeping, and reconciliation activities, including Accounts Payable, General Ledger, bank reconciliations, credit card management, and regulatory reporting.
• Develop, implement, and maintain accounting policies and procedures that align with industry standards and compliance requirements.
• Supervise and train the Member Accounting Manager and Financial Accounting manager, ensuring they can serve as a backup to the VP of Finance.
• Prepare accurate and timely monthly, quarterly, and annual financial reports for leadership and regulatory purposes.
• Conduct and oversee internal audit procedures (cash counts, teller audits, employee account reviews, loan documentation, wire transfers, etc.).
• Provide regular updates to the CFO and CEO on the Credit Union’s financial performance and condition.
• Serve as primary liaison with external auditors and regulators, coordinating reporting and ensuring compliance.

Operations Support 

• Align daily operational activities with financial reporting to ensure accuracy and efficiency.
• Partner with the credit union operations departments on account and operations reporting.
• Ensure all daily and monthly reporting processes are completed accurately and on time.
• Address and resolve escalated financial and deposit-related issues.
• Collaborate with Branch Managers to address teller and member service operational needs.

Member Service & Experience 

• Monitor Credit Union activities to ensure operational procedures promote efficiency, compliance, and a positive experience.
• Assist leadership in resolving complex or escalated member complaints.

Leadership & Administrative

• Provide coaching, mentoring, and support to team members to promote professional growth and effectiveness.
• Perform other duties as assigned by the CFO and President/CEO.

SUPERVISORY DUTIES: 

STANDARDS OF PERFORMANCE:

1. Always convey a professional image by being respectful, courteous, and considerate of members, co-workers through verbal and non-verbal communications, adhering to MY CREDIT UNION’s dress code, and maintain a clean organized workspace.
2. Follow MY CREDIT UNION’s Harassment, Discrimination and Respectful Conduct Policy and the Fraud Policy/Code of Ethics Statement.
3. Complies with Bank Secrecy Act/Anti-Money Laundering/CIP (U.S. Patriot Act) procedures and policies.

6. Be an effective team member through cooperation, flexibility, dependability, attendance, lack of tardiness and participation at meetings and training.
7. Meets individual quality service goals as identified in your performance action plan.

MINIMUM QUALIFICATIONS:

1. Minimum five years of progressive accounting leadership experience, preferably within credit union or bank setting.
2. Strong knowledge of financial institution regulations, GAAP accounting principles, and compliance requirements.
3. Demonstrated ability to manage staff, develop processes, and drive operational excellence.
4. Excellent analytical, problem-solving, and communication skills. 

Education: 

1. Bachelor’s degree in accounting or finance; equivalent experience considered.

Experience: 

Other Required Knowledge, Skills, and Abilities:  

1. Ability to concentrate, use reasoning, and analyze situations. The continuous need to be very alert to the member’s needs, be resourceful, solve problems and use writing ability.
2. Ability and desire to attend appropriate educational conferences and seminars related to the accounting responsibilities.
3. Ability to manage staff and projects efficiently.
4. Excellent verbal and non-verbal communication skills.        Ability to speak effectively to members and employees of the organization. Ability to read and interpret basic forms, credit union documents, operating and maintenance instructions, and procedure manuals. 
5. Desire, ability, and experience in working with and helping people in a professional setting with a professional business appearance.
6. Proficiently operate a computer. Working knowledge of Microsoft Office and Windows operating system.  Ability to use copy machine, fax machine, typewriter, printer, and general office equipment.
7. Must be detailed oriented and well organized
8. Must be bondable and honest.

EQUIPMENT USED:

• Microsoft 365, Microsoft Office Suite, 10-Key Calculator, Computer
• Various banking and computer software.

MENTAL & PHYSICAL DEMANDS/WORKING CONDITIONS:

Mental Effort:

1. Able to manage multiple requests at the same time.
2. Able to maintain a professional demeanor in stressful circumstances.

Physical Requirements:

1. The employee must be able to lift 35 pounds.
2. The employee is regularly required to sit or stand for extended periods; use their hands and fingers to handle or feel objects, tools, or controls; reach with hands and arms; and talk or hear.  The employee is occasionally required to climb, balance, stoop, kneel, crouch, or crawl.
3. The employee must be able to read from a computer screen and enter data with the use of a keyboard.

Working Conditions:

1. Stress varies depending on workflow from high to low.
2. Some travel between offices may be required

Disclaimer: This position description is intended to describe the general nature and level of work being performed by the person assigned to this position.  It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of team members assigned to this job.  As markets change and the organization grows, job descriptions may change over time as requirements and team member skill levels evolve. With this understanding, MY CREDIT UNION retains the right to change or assign other duties to this position.

If requested, MY CREDIT UNION will make every effort to provide reasonable accommodations to enable team members with disabilities to perform the position’s essential job duties. 

MY CREDIT UNION is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law.