Vice President of Finance
General Responsibilities: Administer the Credit Unions' financial resources on a daily basis according to budget and oversee investment and accounting activities. Provide technical assistance and other operational guidance and support to staff.
Description of Duties:
1. Performance Management: Facilitate finance department training, lead all-staff quality service training sessions and promote products and services to members
2. Accounting and Records Maintenance: Oversee and advise staff on general ledger maintenance, track all vendor contracts and engage in vendor due diligence, and manage all bank accounts.
3. Report Preparation: Prepare quarterly Call Report and monthly reports. Prepare and submit year-end tax reporting and month end financial statements.
4. Financial Analysis: Assist in budget preparation, track and recommend investments, monitor liquidity position according to benchmarks and interpret financial analytics.
5. Process and Personnel Coordination: Direct department workflow and resolve issues, direct department scheduling, oversee finance related software and vendor interface operations. Direct month end activities.
6. Strategic Administration: Recommend finance goals and objectives, monitor goal activity and prepare monthly reports. Implement strategic planning initiatives.
7. Audit and Compliance: Lead the preparation for the annual audit and regulatory examination, and prepare for and support the quarterly review. Take primary responsibility for compliance in the finance department and educate staff on regulatory issues.