AVP, Finance

Associate Vice President (AVP), Finance

Empower Strategic Growth. Drive Financial Excellence. Make an Impact.

Are you ready to take your financial expertise to the next level? As AVP, Finance, you'll play a pivotal role in shaping the financial future of our credit union. This is more than just a numbers job, it's a strategic position where your insights and leadership will directly influence investment decisions, liquidity management, and long-term financial planning.

You'll work closely with the Chief Financial Officer to optimize our investment portfolio, forecast cash needs, and deliver actionable financial intelligence to our leadership team. From managing quarterly ALM analysis to developing profitability models, your work will help ensure our financial health and support our mission to improve more lives.

What You'll Be Doing:

• Strategic Liquidity Management: Forecast and analyze liquidity to ensure smooth operations and optimal liquidity.
• Investment Portfolio Support: Collaborate with the CFO to manage investments, recommend trades, and perform due diligence on partners.
• Maximize Returns: Oversee correspondent accounts to enhance yield on liquid funds.
• ALM Leadership: Own the Asset Liability Management process-analyze data and validate assumptions.
• Financial Forecasting & Reporting: Use advanced financial software to create dashboards, forecasts, and reports that guide strategic decisions.
• Capital Budgeting & Fixed Assets: Track capital expenditures and manage fixed asset accounting.
• Budget Development: Assist in preparing the annual budget and analyzing variances to keep us on track.
• Profitability Modeling: Help build models that evaluate performance across departments, products, and member segments.
• Cross-Functional Support: Step in to support the AVP/Controller with reconciliations and reporting when needed.

What You Bring to the Table:

• A degree in Accounting or Finance (or equivalent experience).
• At least 5 years in a financial institution, with a strong grasp of financial products and services.
• Proficiency in financial software, spreadsheets, and data analysis tools.
• A strategic mindset with attention to detail and a passion for problem-solving.
• Excellent communication skills and a collaborative spirit.
• A commitment to professionalism, accuracy, and continuous improvement.

Why You'll Love It Here:

• High-Impact Role: Your work directly influences financial strategy and member value.
• Collaborative Culture: Work alongside experienced leaders who value your input.
• Growth Opportunities: Expand your skills in investment strategy, financial modeling, and executive reporting.
• Mission-Driven Organization: Be part of a team that's committed to serving our members and community.

Additional Details:

• Supervision: This role does not include direct reports.