Finance & Operations Director - Credit Union

Our client is a long-standing, community-focused financial institution founded and operated by dedicated public service professionals. With a trusted member base and a lean, committed team, the organization has reached a point of growth requiring a full-time professional to oversee all aspects of its financial and operational functions. This is an excellent opportunity for someone looking to step into a leadership role within a tight-knit and mission-driven environment.

Position Overview

As the Director of Financial Operations & Compliance, you will be the central figure in overseeing the institution’s financials, daily operations, and regulatory compliance. You will manage a team of 6–7 tellers and handle all internal accounting, reporting, audit support, and banking compliance needs. You will serve as the point person for working with the Board, internal committees, and external partners.

Why You’ll Love This Role

• High-impact leadership opportunity in a stable, member-first institution
• Great visibility and autonomy—work directly with the Board and President
• Flexible and collaborative work environment
• Convenient location Northeast of Boston with on-site parking

Key Responsibilities

Finance & Accounting

• Oversee daily accounting functions including GL, reconciliations, AP/AR, and payroll
• Prepare monthly and quarterly close packages and financial statements
• Lead budgeting and forecasting in partnership with the Board
• Monitor liquidity, reserves, and investment accounts
• Ensure strong internal controls and documentation

Operations Management

• Oversee teller staff, scheduling, and training
• Enhance internal workflows and efficiency
• Maintain and strengthen vendor and banking relationships
• Serve as a go-to for day-to-day problem-solving and operations

Compliance & Reporting

• Prepare and file all required regulatory reports (NCUA, MA Division of Banks, etc.)
• Maintain compliance with financial regulations and internal policies
• Stay current with industry regulations and lead implementation of best practices

Qualifications

• Bachelor’s degree in Accounting, Finance, or Business Administration
• 5 years of experience in financial operations or accounting (credit union or bank)
• Solid understanding of financial institution regulatory standards (NCUA, BSA/AML, etc.)
• Proficient with Microsoft Office; experience with credit union/banking software is a plus
• Strong communication and organizational skills
• Self-starter with high attention to detail and ability to manage competing priorities
• Experience with NCUA 5300 Call Reports is a plus

Compensation: $85,000 – $95,000

Work Schedule: Full-time (Monday–Friday); Onsite

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