Sr. Manager Finance

Role:

The position will be responsible for managing the Finance operations of the credit union to include financial reporting, budgeting, profitability, pricing, ad hoc analyses, investments, and participations.

Major Duties and Responsibilities:

40% - (Financial Management) - Prepares and oversees the preparation of financial reporting for the credit union. This includes cash flow positions, financial statements, profitability reporting, credit risk analyses, and other ad hoc analyses. Prepares and performs analyses of the credit union's CECL model, making adjustments as needed. Oversees investment portfolio management and reporting in alignment with strategies set forth by the Investment Committee. Identifies and executes participation loan opportunities in collaboration with the lending teams. Prepares the credit unions annual budget and monthly budget variance reporting.

20% - (Quality) - Serves as a Finance subject matter expert on enterprise-wide initiatives and cross-functional teams for new business ventures, business process improvements, new/enhanced technology projects, and other integrations. Reviews monthly and quarterly reporting for accuracy prior to distribution. Reviews daily/monthly reconciliations related to cash, settlement, and investment accounts.

20% - (Teamwork & Cooperation) - Ensures effective business continuity planning for Finance operations, payment disbursements, and receipt collection processing to effectively identify system and resource contingency procedures. Maintains and cultivates relationships with third party service providers (banks, custodian, treasury system, etc.), and performs regular due diligence on the providers to ensure financial viability and stability. Educates teams in understanding and interpreting financial statements and budget reporting.

10% - (Productivity) - Designs, implements, and operates Finance operations processes, considering best practices and business needs. Ensures effective segregation of duties, internal controls, and appropriate access rights in Finance operations and security administration of online payment processing systems. Actively supports our culture and embraces our core in all interactions.

10% - (Quantity) - Assesses the impact of and ensures compliance with legal and regulatory mandates regarding Finance operations; monitors current economic and market conditions and trends. Monitors daily cash position to ensure sufficient funds are available to meet ongoing operational and capital investment requirements.

Expectations:

1. Attention to detail
2. Strong organizational skills
3. Exceptional Communication skills
4. Interpersonal skills
5. Self-motivated and analytical skills
6. Ability to interact with all levels of management and staff.

Essential Functions:

1. Takes initiative, collaborates and leads.
2. Excellent verbal and written communication skills.
3. Demonstrated strong project management skills.
4. Advanced analytical, organization, and interpersonal skills.
5. Advanced spreadsheet and modeling skills.
6. Able to break down problems into meaningful parts and come to rational and well-thought out conclusions.
7. Attention to detail and accuracy.
8. Willing to adapt quickly to quick changes in direction.
9. Internally motivated to seek out answers, generate ideas, and develop new skills.

Basic Qualifications:

• Completion of high school, or equivalent.
• Bachelor degree in Finance or Accounting plus minimum 5 years of progressively responsible Finance experience, or equivalent training and/or experience.
• Extensive experience in preparing financial analyses.
• Experience in building complex financial models to evaluate various financial plans.