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.

Disclaimer

Peach State FCU is an Equal Opportunity Employer supporting diversity in the workplace.

Benefits

Peach State FCU offers competitive compensation along with a benefit package including Paid Time Off (PTO), medical, dental, vision, long-term disability, basic life insurance, Traditional and Roth 401(k) plans and company matching. We also offer optional life insurance, flexible spending accounts and tuition assistance.

Peach State FCU is an Equal Opportunity Employer supporting diversity in the workplace.

Peach State Federal Credit Union

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