Overview

Working directly with the CEO, this position will direct, supervise, and be responsible for the financial activities of the organization, in accordance with generally accepted accounting principles (GAAP). Other responsibilities include but are not limited to the preparation of current financial reports and summaries, as well as forecasting that predicts future growth and risk to ensure the financial stability of the organization. As a member of the senior leadership team, this role will help determine the credit union’s long-term direction, policies and procedures, strategic plan, management of interest rate risk and liquidity risk, while making safe and sound operational management decisions. The ideal candidate will exhibit excellent leadership, organizational, and communication skills, along with demonstrated proficiency in data-driven decision making. This position will communicate strategic recommendations, financial results, and regulatory requirements or changes that affect the credit union to the Board of Directors and Supervisory Committee. A Bachelors degree in Business Administration, Accounting, or Finance, along with ten-plus years’ experience in financial management, is required. CPA or Masters degree preferred. Credit union experience strongly preferred.

Responsibilities

• Directs the Accounting/Finance function, including (i) development and implementation of effective accounting strategies, policies, and procedures, (ii) effective preparation and maintenance, of internal/external financial controls reporting, (iii) preparation of accurate and timely financial performance reports, (iv) ensuring records and reports are in accordance with generally accepted accounting principles (GAAP) and government regulations, (v) coordinating and complying with audits of financial records and statements, (vi) leading enterprise development of, and adherence to, annual budgets and periodic projections / forecasts, (vii) developing and maintaining reports comparing company to various peer companies, and (viii) other ad hoc financial activities, as needed.

• Leads the Treasury function, including (i) responsibility for effectively managing company interest-rate risk and liquidity risk, (ii) maintaining the Asset/Liability Management (ALM) system and leading Senior Leadership Team in determining appropriate risk levels and effectively managing to those risk levels, (iii) managing the company’s investment portfolio, (iv) maintaining key third-party vendor relationships, and (v) forecasting and managing daily cash flow while maximizing interest on idle funds.

• Chairs the company’s Asset and Liability Committee (ALCO), whose primary responsibilities are to manage interest rate and liquidity risk, while providing oversight to all Management balance sheet activities.• Responsible for establishing and maintaining effective business relations with various vendors, outside auditors and regulators, and professional trade groups.• Responsible for establishing and maintaining effective communication and coordination with company personnel and management.• Assumes responsibility for other related duties, as required or assigned.• Adheres to company policies and procedures, completes annual compliance training, and complies with business continuity and vendor management policy. These are crucial to the success of the organization and have regulatory compliance and/or safety and soundness for the sustainability of the company.• Complies with all Anti Money Laundering laws such as the Bank Secrecy Act, OFAC and USA PATRIOT Act and all related policies and procedures including accurate Member/Customer Identification Program, member due diligence, accurate OFAC match processing, and reporting unusual activities and suspected fraud.

LEADERSHIP RESPONSIBILITIES Extensive management and leadership skills are required. (i) develops a culture that promotes high engagement for all employees. (ii) models BluPeak’s cultural values, leadership competencies, provides guidance and motivates others to work well together in accomplishing the team’s purpose and objectives. (iii) ensures goals are well understood, creates a collaborative environment, builds confidence & trust, and creates cooperation amongst team members in achieving goals. (iv) selects and retains talent with skills, abilities and behaviors that focus on results while cultivating the company culture. (v) improves and reinforces performance in others and develops talent for critical positions and/or future leadership roles.

Qualifications

• Bachelor’s degree and a minimum of 10 years or more of related experience is required, with a track record of improving financial performance in a senior leadership role while working directly with the President/CEO and Board of Directors. Advanced degree and / or professional certification (e.g., CPA, MBA, CMA) is preferred.• Previous experience working in Finance in a senior leadership capacity with a mid-size (approx $500M assets or larger) financial services organization. Credit union experience strongly preferred.• Excellence in financial institution financial management, with strong technical skills and the ability to translate data and related data trends back to business issues.• Strong business acumen, thinking holistically beyond their functional area and has the ability to see the big picture for the institution. Evaluates the risk/reward of decisions and the impact on all areas of the business.• Experience working and/or leading other functions outside of finance/accounting preferred.• Strong executive presence and communication skills including high-level board-room interactions fostering trust and respect• Analytic and decisive decision-making skills with the ability to prioritize and communicate key objectives and tactics. • Excellent supervisory skills, to manage, coach, and mentor other senior level staff, to develop high performers and high performing teams.• Persuasive and creates buy-in and support from others.• Confident and self-assured while putting others at ease. Strong problem-solving skills, creative and resourceful, ability to find new approaches and solutions.

BluPeak Credit Union is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex including sexual orientation and gender identity, national origin, disability, protected Veteran Status, or any other characteristic protected by applicable federal, state, or local law.

Employment may be contingent upon BluPeak Credit Union’s receipt of an acceptable and job-related background check, drug screen, credit check and vaccine verification, as applicable and permissible by law. BluPeak Credit Union is committed to the safety and wellbeing of our employees and their families; our members and visitors; and the community at large. In accordance with our duty to provide and maintain a workplace that is free of known hazards, we are requiring that employees must have received or be willing to receive the COVID-19 vaccine. BluPeak Credit Union continues to monitor the pandemic following CDC guidelines, federal state and local laws. Policies continue to be adjusted as new information emerges.

BluPeak Credit Union is committed to working and provide reasonable accommodation to applicants with physical, mental disabilities and sincerely held religious beliefs. For more information, contact Human Resources.

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