Sr Vice President, Finance

Key Responsibilities Financial Planning & Forecasting

• Lead annual budgeting process and multi-year financial planning
• Develop rolling forecasts for net income, ROA, capital ratios, loan/deposit growth, and expense management
• Model strategic initiatives, including new products, branch investments, digital expansion, and potential M&A
• Partner with business leaders to align operating plans with financial targets Financial Reporting & Accounting Oversight
• Oversee monthly close and financial statement preparation in accordance with GAAP
• Ensure accuracy, timeliness, and transparency in internal and board reporting
• Manage internal and external audit coordination
• Maintain strong internal controls and financial governance practices Enterprise Performance Management
• Develop and maintain enterprise dashboards tied to strategic KPIs
• Conduct profitability analysis by product, channel, and member segment
• Evaluate ROI on marketing, staffing, and technology investments
• Provide actionable insights to executive team and board committees Cost & Efficiency Management
• Monitor operating expense trends and efficiency ratio performance
• Lead expense discipline initiatives while supporting strategic growth
• Partner with operations and HR on workforce planning analysis
• Support vendor financial review and contract evaluation from a financial impact perspective Regulatory & Compliance Reporting
• Oversee preparation and review of NCUA Call Reports
• Support capital planning and financial stress-testing models
• Ensure compliance with regulatory financial reporting standards
• Serve as primary finance liaison during examinations related to accounting and reporting Additional Responsibilities
• Provide exceptional member service and use Service Standards in all work-related interactions
• Foster cross-functional collaboration with operations, lending, retail, digital, and marketing leaders
• Lead financial due diligence for mergers, acquisitions, and strategic partnerships and partner with executive leadership and external advisors to assess financial risk, earnings impact, and capital implications.
• Negotiate leases including renewals and new lease agreements
• Provide supervisory leadership, including hiring, performance management, staff development, and training
• Support and actively participate in achieving department and Credit Union goals.
• Perform additional duties as necessary to support the financial strength and strategic objectives of the Credit Union