Assistant Vice President of Accounting and Finance

Pre-employment background checks, such as criminal reports, credit reports, and drug tests, will be required. Job offers are contingent on successful completion of all pre-employment background screenings.

Standard Work Schedule:

Monday through Friday, schedule. Occasional early mornings, late evenings, and Saturdays may be present based on events or activities.

Summary:

The Assistant Vice President (AVP) of Accounting and Finance provides strategic leadership and operational oversight of the credit union’s accounting, financial reporting, cash management, and financial analysis functions. This role ensures accuracy, compliance, and efficiency across all financial operations while supporting organizational growth and sound fiscal management. The AVP collaborates closely with the CFO, Controller, auditors, and cross-departmental partners to enhance reporting processes, ensure regulatory compliance, and drive data-informed decision-making. A key responsibility of this position is to modernize systems, implement automation, and lead process improvements that strengthen financial controls and reporting integrity.

Essential Duties and Responsibilities:

Strategic & Financial Leadership

Oversee all accounting, financial reporting, cash management, and financial analysis activities to ensure accuracy, timeliness, and compliance.

Partner with the CFO and Controller to develop budgets, forecasts, and long-term financial strategies aligned with credit union growth objectives.

Provide strategic insights through financial analysis, variance reporting, and trend forecasting to support executive decision-making.

Lead efforts to automate and streamline outdated accounting processes for greater efficiency and accuracy.

Financial Reporting & Compliance

Finalize and review monthly and quarterly financial reports, including Allowance for Credit Losses (ACL) estimates, budget variance analyses, and related schedules.

Ensure timely submission of all regulatory filings, including the NCUA Call Report, annual personal property returns, and other legal reports.

Support internal and external auditors, regulators, and examiners, ensuring readiness and accuracy during reviews and examinations.

Maintain adherence to Generally Accepted Accounting Principles (GAAP) and compliance with FAS ASC 326 (CECL guidance).

Asset & Liability Management (ALM)

Monitor ALM and liquidity models, providing detailed reports and insights for quarterly ALCO meetings.

Support the CFO and Treasury function in managing balance sheet strategies and liquidity planning.

Monitor and assist in managing organizational cash levels and cashflows, inclusive of all branch and ITM/ATM sites.

Process & Technology Improvement

Evaluate, select, and implement new accounting technologies and systems to improve operational efficiency.

Partner with IT and vendors to develop procedures supporting system upgrades, process automation, and data integrity.

Establish and maintain quality control standards over financial transactions, documentation, and reporting accuracy.

Profitability & Performance Analysis

Oversee profitability metrics for products, branches, and member segments to support informed business decisions.

Conduct pro forma financial analysis for proposed projects and initiatives.

Collaborate with other departments to ensure new products and services are designed with proper accounting treatment and controls.

Policy, Procedure & Risk Management

Assist in formulating, updating, and enforcing accounting policies and procedures to safeguard financial records and assets.

Ensure sound procedures for financial record retention, destruction, and data security.

Identify and mitigate financial risks while maintaining internal controls and audit readiness.

Leadership & Team Development

Provide leadership and mentorship to accounting and finance team members, promoting professional growth and collaboration.

Foster a culture of accountability, innovation, and continuous improvement.

Conduct regular team meetings to review performance, discuss improvements, and align goals with organizational strategy.

Ensure effective cross-training and knowledge transfer within the department.

Supervisory Responsibilities:  

This position supervises accounting and finance personnel, overseeing performance management, workload distribution, and professional development. May also manage external consultants or service providers as needed.

Qualifications

Education/Experience

Bachelor’s degree in accounting, Finance, or a related field required.

Master’s degree or CPA designation preferred.

Ten (10) or more years of progressive experience in accounting and finance management, preferably within a financial institution or credit union.

Demonstrated experience with financial reporting, budgeting, and regulatory compliance.

Proven success in implementing process improvements and technology enhancements.
 

Technical Skills

Advanced understanding of accounting principles, GAAP, and CECL requirements.

Proficiency with accounting and financial software systems; experience with ERP or core credit union systems preferred.

Strong analytical and quantitative skills with expertise in Excel, financial modeling, and data visualization tools.

Familiarity with ALM systems and liquidity management reporting.
 

Leadership Skills

Strategic thinker with the ability to translate financial data into actionable insights.

Strong leadership and team management skills with a focus on collaboration and development.

Excellent communication skills, capable of presenting complex financial information to non-financial audiences.

Demonstrated ability to influence cross-functional teams and foster accountability.
 

Other Skills:

Exceptional problem-solving and decision-making capabilities.

High degree of integrity, professionalism, and confidentiality.

Strong attention to detail and organizational skills.

Demonstrated initiative and ownership in achieving results.

Commitment to the credit union philosophy of “People Helping People.”
 

Physical Demands:

May be required to stand, use hands, and reach with arms.

May be required to walk, stoop, kneel, or crouch; occasionally required to sit, climb, or balance.

Must be able to lift up to 25 lbs.

Requires ability to communicate effectively in person, on the phone, and via digital platforms.

Vision requirements include close, distance, and peripheral vision, as well as depth perception and focus adjustment.