Assistant Vice President - FlexForce Industrial

Job Description

Job Title: Assistant Vice President - Finance & Accounting

Department: Finance

Reports To: Chief Financial Officer

FLSA Status: Exempt

SUMMARY:

Directs the operations of the Finance and Accounting Departments which includes

preparation, directly or through staff, of all Credit Union financial and risk reporting.

Assists the CFO in managing the investment portfolio and reporting.

ESSENTIAL DUTIES AND RESPONSIBILITES include the following. Other duties may

be assigned.

Responsible for managing the preparation of the monthly financial statements including

creation of eliminating entries to complete monthly closing process.

Oversees the operations of the Accounting Department including complete, accurate,

and timely completion of financial and accounting records in accordance with generally

accepted accounting practices and Credit Union policies.

In collaboration with the Accounting Manager, continually evaluate and optimize month-

end close processes, striving to deliver process automation, improved accuracy and

higher service.

Oversees the preparation of branch and product profitability reporting.

Responsible for financial risk management process including preparation of the quarterly

asset liability risk measurement model.

Assists CFO in analysis and acquisition of investment securities.

Maintains investment records to ensure compliance with applicable laws and

regulations.

Oversees preparation of quarterly Investment Report and Call Report.

Responsible for managing, in collaboration with department heads, the annual budget

and capital planning process. Reports on budget variances.

Leverage technology to build scalable/sustainable processes to create efficiencies,

streamline department operations and improve employee experience.

Develop, enhance, implement and enforce accounting policies, internal controls, and

procedures that will improve the overall operation and reduce risks of the Credit Union.

Responsible for maintaining and updating all pricing models.

Presents monthly financials and budget recommendations to Asset & Liability Committee

(ALCO) and Board of Directors as needed.

Oversee the annual external audit and tax filings for all locations. Identify a point of

contact for the Finance and Accounting team.

Prepares or directs the preparation of financial, statistical and operational analyses on a

routine and ad hoc basis.

Responsible for the development and operations of the Secondary Market Department

including the sale and participation of assets on the secondary market, loan pipeline and

pricing, servicing related issues, liquidity management and hedging activities.

Guide financial decisions by establishing, monitoring, and enforcing policies and

procedures. Improve or implement policy and procedures that will assist with transacting

financial matters.

Provides Leadership to build a strong team to include but not limited to hiring, training

directing and evaluating employee performance within the Finance and Accounting

Department; recommends promotion/transfer and salary adjustments.

Maintains an understanding and competency with respect to software and other systems

required to perform the duties of the position.

Maintains a positive and caring atmosphere for members and employees consistent with

the Credit Union's mission and philosophy.

SUPERVISORY RESPONSIBILITIES

Supervises designated staff in accordance with the organization's policies and applicable

laws. Responsibilities include interviewing, hiring, and training employees; planning,

assigning, and directing work; appraising performance; rewarding and disciplining

employees; addressing complaints and resolving problems.

QUALIFICATIONS

To perform this job successfully, an individual must be able to perform each essential

duty satisfactorily. The requirements listed below are representative of the knowledge,

skill, and/or ability required. Reasonable accommodations may be made to enable

individuals with disabilities to perform the essential functions.

Fosters a positive culture throughout the organization. Promotes respect and

harmonious relations among accounting staff and with departments throughout the

organization.

Ensures positive relationships with the branches, internal departments and external

partners. Maintains a positive and caring atmosphere for members and employees

consistent with the Credit Union's mission and philosophy.

EDUCATION and/or EXPERIENCE

Bachelor's degree (B. A.) from four-year College or university in Finance and Accounting

required. A minimum of seven years related experience and/or training; or equivalent

combination of formal education and experience. Five years of prior management

experience required.

OTHER KNOWLEDGE SKILLS AND ABILITIES

Working knowledge of accounting software, preferably Great Plains; Expense/Invoice

software, preferably SAP Concur; Reconciliation software, preferably Fiserv Frontier;

ALM/Liquidity software, preferably Fiserve IPS Sender and Lease Accounting software,

preferably UGAAP.

Working knowledge of computer equipment and software required including Microsoft

Office Suite. An understanding of state and federal laws.

Ability to handle competing priorities and complex accounting issues is necessary

Excellent communication skills at all levels is a must

LANGUAGE SKILLS

Ability to read and interpret documents such as safety rules, operating and maintenance

instructions, and procedure manuals. Ability to write routine reports and

correspondence. Ability to speak effectively before customers or employees of

organization.

MATHEMATICAL SKILLS

Ability to compute rates, ratios, and percentages and to draw and interpret bar graphs.

Ability to calculate figures and amounts such as discounts, interest, commissions,

proportions, and percentages. Ability to apply concepts of basic algebra and geometry.

REASONING ABILITY

Ability to solve practical problems and deal with a variety of concrete variables in

situations where only limited standardization exists. Ability to interpret a variety of

instructions furnished in written, oral, diagram, or schedule form.

CERTIFICATES, LICENSES, REGISTRATIONS –

CPA required (active license required)

PHYSICAL DEMANDS

The physical demands described here are representative of those that must be met by

an employee to successfully perform the essential functions of this job. Reasonable

accommodations may be made to enable individuals with disabilities to perform the

essential functions.

While performing the duties of this job, the employee is regularly required to sit; use

hands to finger, handle, or feel; and talk or hear. The employee is occasionally required

to stand and walk. The employee must regularly lift and/or move up to 10 pounds.

Specific vision abilities required by this job include close vision, and ability to adjust

focus.

WORK ENVIRONMENT

The work environment characteristics described here are representative of those an

employee encounters while performing the essential functions of this job. Reasonable

accommodations may be made to enable individuals with disabilities to perform the

essential functions.

The noise level in the work environment is usually moderate.

TRAVEL The travel demands described here are representative of those that must be

met by an employee to successfully perform the essential functions of this job. Traveling

requirements are minimal but may include traveling for additional training or seminars

and local traveling between branches.

Reasonable accommodations may be made to enable individuals with disabilities to

perform the essential functions.