Vice President of Finance & Accounting

SCOPE

As a dedicated member of the OnPath FCU team, this role performs a variety of tasks that in partnership with the surrounding departments, provides cost effective financial services for the benefit of our members who are our primary focus. Our core values are what make us E.P.I.I.C. We are Empathetic to the vast situations and needs of our member's and to each other.

We are Passionate about the financial growth and success of our members. We are Innovative in our ideas and goals to remain at the top of our class in financial services. Our Integrity is not an option. We require our employees to be honest and have strong moral principles. We are Committed to our promise to be the best financial advocates for our members and the communities we serve.

Serves as a dedicated member of the management team and conducts daily business interactions and in constant alignment with the credit union's mission, culture, and core values. Encourages others to act with mission, culture, and core values in mind at all times. Initiative and judgment are required in the absence of specific direction from management. Is responsible for the day-to-day operation of the Accounting/Finance Department.

Directs the activities of subordinate directors, managers and staff. Represents the credit union to members, regulatory agencies, trade organizations and other credit unions.

• Holds self and others accountable for professional and ethical behavior as defined by OnPath Federal Credit Union's mission, culture, and values.
• Communicates with clarity and direction and provides consistent, frequent, and constructive feedback.
• Resolves conflict, recommends solutions, and monitors their progress.
• Maintains positive relationships, shares credit for accomplishments, celebrates success of others, and takes responsibility for mistakes.

• Maintains professional and respectful communication and a courteous attitude when working with internal and external members.
• Keeps promises and commitments, earns and maintains trust of others by acting consistently with words and behaviors. Is direct and truthful by providing straight, honest feedback. Keeps confidence, and is dedicated to the highest standards of integrity, honesty, and trust.
• Abides by OnPath FCU's commitment to member service and displays OnPath FCU's core behaviors.

• Contributes to community outreach through participation in volunteer opportunities presented throughout each year.
• Promotes and maintains a positive image of the credit union to personnel, members, and the community.

• Oversee financial reporting and analysis functions including key financial ratios, budget variance reporting, CECL, capital adequacy, and profitability reporting.
• Serves as the liaison between credit union personnel and regulatory authorities in connection with audits and exams. Must comply with the rules and regulations relating to credit union operations and have knowledge of the Federal Credit Union Accounting rules and regulations and be able to interpret them for daily operations.
• Informs CFO of all pertinent matters relating to the financial position of the credit union. Supplies the necessary support to assist the CFO in recommending short and long-term objectives for the credit union.
• Assess and mitigate financial risks across the organization.
• Works in conjunction with the CFO and management team to prepare the annual operating budget and analysis of business opportunities and contracts.
• Invests credit union funds in accordance with the investment policy after review of information with CFO. Handles investment planning for liquidity purposes.
• Prepares and administers performance reviews and coaching for staff, committed to coaching, and developing staff for growth.
• Delegates authority and responsibility to subordinate staff and ensures that involvement with management is continually developed so that qualified successors are available when necessary.
• Communicates and educates employees on the importance of fiscal responsibility and how everyone can participate.
• Attends conferences and seminars beneficial to the credit union's operations. May authorize other personnel to attend such conferences and seminars when deemed necessary.
• Performs such tasks as may be assigned by his/her supervisor, which is commensurate with the position.

Experience
Five to seven years of similar or related experience.

Education/Certifications/Licenses
A bachelor's degree in accounting, business administration, finance, or related area. CPA or MBA preferred.

Interpersonal Skills
A high level of interpersonal skills to communicate policies, procedures, and objectives effectively throughout the credit union, and to represent the credit union positively to others.

Other Skills
A high level of analytical skill to assess and evaluate the operation of subordinate areas of responsibility, participate in establishing credit union financial goals,…