Oversees general financial recordkeeping and special program processing of the Credit Union Manages the Treasury department activities. Responsible for coordinating accounting procedures and internal controls so that they will be performed in accordance with laws and regulations.
Responsibilities:
- Production of all internal, audited and regulatory financial reports.
- Serve as the Credit Union's liaison with regulatory agency examiners and auditors. Assists and cooperates with auditors and examiners reviewing the financial accounts of the Credit Union.
- Direct the management of the investment portfolio, monitoring economic and regulatory conditions and recommending investments to obtain maximum return at minimal risk.
- Perform product profitability, cost accounting and financial forecasting functions as assigned by management.
- Secretary of the ALCO, providing semi-monthly ALCO packages. Report measurement of interest rate risk using Asset Liability Management software.
- Oversee cash flow analysis, legal investments of excess funds and maintenance of liquidity requirements.
- Coordinate all financial areas of the Credit Union to ensure compliance with generally accepted accounting principles (GAAP)..
- Maintain a highly motivated, well-trained staff.
- Establish and maintain effective employee relations.
- Prepare, implement and supervise the budget which is consistent with the overall strategic plan of the Credit Union.
- Develop, apply and evaluate policies and procedures for the department.
- Evaluate the job performance of subordinates to ensure quality of work and service to the members.
- Attend Board meetings and report on assigned areas of responsibility as requested by the President/CEO and CFO.
- Oversee the research and implementation of a variety of new or enhanced accounting applications, such as new general ledger software, branch accounting, payroll and accounts payable.
- Manage the payroll function.
- Safeguard the assets of the Credit Union
Physical Requirements: (Including lifting, sitting, walking, bending, reaching and squatting % of time in each function)
Must be capable of working a standard work eight-hour shift and be capable of working before/after the standard shift in order to meet deadlines and assist with special projects. Must be capable of sitting 80%, walking 15%, and standing 5%. Some bending, reaching, kneeling and squatting. Must be able to lift 35 pounds.
Minimum Requirements:
High School Diploma or equivalent. Bachelors Degree in Accounting (or equivalent in a related field). Experience in knowledge of the Credit Union industry and its operating practices as would normally be obtained by five to seven years of experience involved with Credit Union operations at the management level. Professional, well-developed interpersonal skills essential for communicating information to the President/CEO and Board of Directors and projecting a positive image as representative for the Credit Union.
This position has the potential of being a hybrid role.
Target Pay: $172,087 - $258,130 / annual
KeyPoint is proud to offer competitive compensation and benefits. Target pay is a general guideline. KeyPoint considers
many factors in determining base pay such as experience, education/training, internal peer equity, job location, and
other business considerations when extending an offer. We offer a robust total rewards program.