Position Summary
Provide vision and leadership in the areas of Finance to achieve TTCU's strategic initiatives. Oversee all accounting and financial policies, procedures, and processes of the Credit Union to ensure regulatory compliance, financial stability, and member satisfaction. Oversee the activities and financial reports produced by the Accounting Department to ensure information which accurately reflects the financial status of the Credit Union. Performs duties in compliance with regulatory requirements including, but not limited to, the Bank Secrecy Act.
Supervises: VP of Accounting and Controller, Director of Finance, and Financial Analyst
Essential Job Functions And Responsibilities
Oversee budget planning, preparation, and administration processes to control operating expenses and achieve TTCU's strategic objectives. Manage and evaluate the asset liability strategies, policies, and prices of the Credit Union to achieve strong and stable financial results. Direct, evaluate and interpret statistical and financial reporting on the status of the Credit Union to provide management and the Board of Directors information useful for superior decision making.
Manage the investment and borrowing portfolios of the organization to achieve above average earnings and safeguard the assets of the Credit Union for the members. Negotiate significant vendor contracts in a manner that protects the financial interests of the credit union and provides superior value to the membership.
Manage direct reports to maximize productivity, efficiency, and the potential of the human assets of TTCU, including hiring, directing job assignments, monitoring staff performance, coaching, counseling, training, assuring compliance with regulatory requirements and organizational mission, values, policies, and work rules. Appraise performance and provide recommendations for staff compensation, promotion, and termination, as appropriate. Prepare, present, and adhere to annual budget for department.
Oversee all required regulatory reporting to ensure compliance in the most cost-effective manner and minimize legal liabilities. Interact with internal and external auditors and regulators to safeguard assets; evaluate and respond appropriately to recommendations in a manner which minimizes legal liabilities, safeguards the Credit Union’s assets, and improves member service/product quality.
Serve as trustee for the Employee's Pension Plan representing the plan participants’ best interest in a manner that assures accurate accounting and compliance with all pertinent regulations.
Represent the Credit Union in various community activities and through professional affiliations to reinforce the organization's value to the community and promote membership growth.
Minimum Qualifications
Educational Requirements:
Bachelor’s degree in Accounting, Business, Finance, or other related discipline. Master’s degree in Business Administration preferred.
Certificates/Licenses:
Certified Public Accountant (CPA) preferred. Must have and maintain a valid driver’s license.
Must have a clean driving record; an annual MVR may be pulled to ensure compliance.
Experience
Experience in integrated accounting management: 10 years, Advanced
Experience working with external auditors and regulatory agency representatives: 8 Years, Advanced
Supervisory experience in a related field: 8 Years, Advanced
Additional Requirements
Job Knowledge
Demonstrates strong, dynamic leadership and able to inspire confidence and respect.
Excellent understanding of financial regulations and their effect on a financial institution.
Ability to independently manage the details of multiple programs and projects, to track activities and meet deadlines.
Experience with strategic planning, including fostering innovation, planning projects, and organizing and negotiating the allocation of resources.
Well-developed research skills, excellent analytical and critical thinking skills, and the ability to identify, review and communicate appropriate recommendations.
Intermediate knowledge with Microsoft Office Systems (Word, Excel, PowerPoint, SharePoint, and Outlook).
Interpersonal Skills
Advanced written and verbal communication skills; building and maintaining professional relationships with internal staff, existing and prospective members, public speaking, and presentations.
Goal-driven leader who maintains a productive climate and confidently motivates, mobilizes, and coaches team members to meet high performance standards.
Ability to work independently and collaboratively with all levels of staff and management.
Advanced analytical skills in financial analysis
Excellent problem solver and decision maker; excellent conflict resolution skills.
Strong attention to detail and the ability to maintain confidential information appropriately and exercise discretion, sensitivity, and tact at all times.
Represent the Credit Union in various community activities and through professional affiliations to reinforce the organization's value to the community and promote member growth.
Ability to create an atmosphere which promotes TTCU’s Core Values by maintaining a high level of personal integrity, presenting a friendly, enthusiastic, and professional demeanor while providing extraordinary service to members and fostering teamwork among employees.
Working Conditions
Work Environment
Routinely perform work indoors in climate controlled shared workspace with moderate noise.
Perform the job independently and work effectively either on own or as part of a team.
Plan own work activity as well as the work activity of others.
Capable of regular, reliable, and timely attendance.
Physical Demands
Routinely perform primarily sedentary work with limited physical exertion, and lifting up to 10lbs
Must be able to operate office equipment including computers, cell phone, telephone, copier, and calculators
Routinely perform work on a computer for an average of 6-8 hours per day
Capable of climbing/descending stairs in emergency situations
Capable of working extended hours whenever required or requested by management on occasion
Travel
Occasional travel by automobile for meetings, conferences, and industry related events
Occasional travel by commercial airlines, rental vehicles, and public transportation for conferences, seminars, and industry related events
Employee Statement of Understanding
I have read and understand the job description for my position. I understand that my supervisor may assign additional projects and/or responsibilities not covered in the description.
I am able to perform all of the essential functions of this position.
I agree to comply with the corporate compliance policy and all laws, rules, regulations, and standards of conduct relating to my position. As an employee, I understand my duty to report any suspected violations of the law or the standards of conduct to my immediate supervisor.
As an employee, I will strive to uphold the mission and vision of the organization. All employees are required to adhere to the values in all their interactions with members and fellow employees.
