Respect. Integrity. Ethics. Compassion. Humor.
At our Credit Union these five core values aren’t just words on a wall, they are our daily way of life. Our purpose is to build local loyalty, connect to community and make life easier for those we serve. To accomplish this, we hire team members who demonstrate a strong desire to serve others, who embrace change, who are eager to learn and who enjoy a good laugh.
POSITION PURPOSE
As a member of the Leadership Team this position is responsible for providing valuable insights, information, ideas and expert opinions necessary to support the strategic direction and business plan objectives. Responsible for motivating, empowering and impassioning staff in a manner consistent with the Credit Union’s Purpose and philosophy; to create a culture where staff understand they are the key to our success and have a personally vested interest in the Credit Union.
This position is responsible for management oversight of the Accounting Department function of the credit union. Including managing all accounting and reporting functions, including budget preparation, internal and external financial reporting, expense control, maintenance of the various accounting systems, and general ledger reporting.
ESSENTIAL FUNCTIONS AND RESPONSIBILITIES
Strategic Leadership and Operational Planning – 25%
- Develop and implement strategic plans, actionable goals, and departmental programs that align with the Credit Union’s overall business objectives.
- Provide leadership, insight, and direction to ensure successful execution of operational and strategic initiatives.
- Demonstrate leadership by modeling CW Values and creating a culture of accountability, excellence, and engagement.
Accounting Oversight and Financial Reporting – 30%
- Oversee the Credit Union’s accounting operations, including general ledger integrity, chart of accounts maintenance, and month-end close processes.
- Ensure timely and accurate preparation of monthly financial statements, quarterly NCUA 5300 Call Reports, and other regulatory submissions.
- Perform duties in compliance with Generally Accepted Accounting Principles (GAAP) and regulatory requirements.
- Coordinate with accounting software vendors to ensure system integrity and workflow efficiency.
Team Development and Staff Leadership – 15%
- Provide coaching, mentoring, and performance feedback to accounting staff to support their development and engagement.
- Set individual and departmental goals aligned with Credit Union strategy; monitor progress and provide guidance as needed.
- Foster a collaborative, high-performing team environment through continuous support and recognition.
Budgeting, Analysis, and Process Improvement – 15%
- Provide critical support for the annual budgeting process, including data collection, forecasting, and reporting.
- Analyze workflows and recommend improvements to increase operational efficiency and reduce costs.
- Oversee financial statement analysis and identify trends, risks, and opportunities to support data-driven decision-making.
Vendor and Stakeholder Relations – 10%
- Manage relationships and contractual agreements with vendors and suppliers related to accounting and finance systems.
- Prepare presentations, reports, and financial insights for internal stakeholders, including leadership and the Board of Directors as required.
- Ensure excellent service delivery to internal and external stakeholders through effective management and communication.
Compliance, Values, and Community Engagement – 5%
- Perform all responsibilities in accordance with CW Values, compliance policies, regulatory guidelines, and information protection requirements.
- Actively support and participate in community engagement initiatives sponsored by the Credit Union.
- Carry out additional duties and responsibilities as assigned to support organizational goals.
QUALIFICATIONS
- Must demonstrate strong organization, planning, staff development and leadership skills.
- Must demonstrate strong communication skills, both written and verbal to disseminate information to the wider organization in a relevant and contextual manner.
- Must demonstrate ability to design, implement and maintain financial management programs, plans and initiatives.
- Working knowledge of generally accepted accounting principles (GAAP).
- Ability to collect pertinent data, establish facts and draw valid conclusions, as well as formulate ideas and recommendations.
- Excellent interpersonal, problem solving and presentation skills to effectively attack problems, communicate with management, staff, and outside contacts.
- High level of expertise in the use of personal computers in a networked environment with excellent spreadsheet, database, accounting, analysis, and word processing experience required.
- Financial institution experience highly desired.
EDUCATION/EXPERIENCE REQUIREMENTS
- A Bachelor’s degree in Business Administration or a related field with emphasis in accounting, or demonstrated experience required.
- A minimum five to seven (3-5) years leadership level Finance/Treasury/Accounting experience in a financial institution, or comparable work experience.
- A minimum three to five (3-5) years of progressively responsible work experience in a management or supervisory role.
PHYSICAL REQUIREMENTS
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.
- Full-Time hours required, with additional hours as necessary to accomplish objectives, goals and projects.
- Ability to sit or stand within proximity of a computer terminal for extended periods.
- Specific vision abilities required by this job include close vision, distance vision, peripheral vision, depth perception and ability to adjust focus.
