VP of Finance

At Coastline, we embody the mindset of "people helping people." Every day, we strive to make meaningful connections and provide financial solutions that transform lives. If you're ready to embark on a journey where your talents are valued, and your potential is encouraged, consider joining us as a Director of Finance.

We foster a work environment where Excellence, Fun, Unity, and Respect come together. More than just a team, we are a family-oriented organization that values personal growth, collaboration, and a positive work-life balance. Be part of a culture that not only drives success but makes every day fulfilling and enjoyable.

• Lead the credit union’s financial strategy, annual operating and capital budgeting process, and rolling forecasts for income, expenses, capital, and liquidity. Provide forward-looking financial modeling, scenario analysis, and budget-to-actual variance reporting to support strategic decisions.
• Provide strategic leadership and oversight of the Accounting and Finance functions, including recruiting, hiring, coaching, and developing team members.
• Direct the Asset/Liability Management (ALM) program, including liquidity management, interest rate risk monitoring, and balance sheet optimization. Manage the investment portfolio in accordance with board-approved policy and regulatory guidance, prepare and present ALCO reporting.
• Oversee all accounting functions, including general ledger, accounts payable, fixed assets, and financial reporting, ensuring timely and accurate month-end and year-end close processes.
• Provide executive oversight of debit and credit card fraud prevention and loss mitigation, including monitoring fraud trends, controls, and vendor performance.
• Lead financial analytics and business intelligence by developing dashboards, KPIs, and profitability reports to support executive leadership, board, and data‑driven decision‑making across the organization.
• Provide leadership and development for accounting, finance, analytics, and fraud teams while building a high‑performing, service‑oriented finance organization. Prepare and present financial reports, forecasts, and budget performance to the Board and ALCO, support assigned board committees, oversee key vendor relationships, insurance coverage, and business continuity planning, and serve as a strategic advisor to the CEO and executive team.
• Lead and develop finance‑related teams, present financial reports and forecasts to leadership and the Board, oversee key vendor relationships and continuity planning, and serve as a strategic advisor to the CEO and executive team.

• Excellent written/verbal communication skills and have a professional appearance and manner.
• Must exercise sound, independent judgment and decision‑making in the performance duties.
• Maintain a high standard for accuracy and attention to detail.
• Demonstrate leadership with the ability to challenge, inspire and encourage team members.

• A minimum of 7–10 years of progressive financial leadership experience, preferably within a credit union or other financial institution.
• Knowledge of Credit Union products and services preferred. Extensive experience with operations in a financial institution required.
• A bachelor’s degree in Finance, Accounting, Business Administration, or a related field is required. An MBA, CPA, CFA, or other relevant advanced certification is strongly preferred.

• Medical, Dental and Vision Insurance
• Paid Time Off
• Paid Holidays (13)
• 401k & Company Match
• Life Insurance, Short‑Term and Long‑Term Disability Insurance
• Incentive Plan
• Discount savings on movie tickets, theme parks and more

The above statements describe the general nature and level of work being performed by the person(s) assigned to this job. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. Employees can be asked to do other duties to help fulfill our mission, drive our vision and abide by our core values.

Coastline Federal Credit Union provides equal employment opportunities (EEO) to all employees and applicants for employment, without regard to race, creed, ancestry, citizenship, religion, color, gender, gender identity, gender expression, age, national origin, political belief, sexual orientation, genetic information, marital status, disability or any other protected characteristic or status under applicable federal, state and local laws.