Chief Financial Officer

2 weeks ago

Knoxville, United States UT Federal Credit Union Full time
Job DescriptionJob Description

Title: Chief Financial Officer

Location: UT Federal Credit Union Corporate Office Knoxville, TN


SUMMARY:


Serves as Chief Financial Officer by performing the functions of planning, controlling, and directing the credit union's accounting and financial reporting systems, ensuring compliance with generally accepted accounting principles and related regulations. Provides counsel to the President/CEO and Board of Directors regarding the credit union's internal accounting and financial reporting systems, policies, program and procedures. Conducts analyses and prepares regular reports that depict the financial status of the credit union. Serves as credit union Investment Officer. Provides prompt, professional and courteous support and assistance to internal departments, retail branches and members.


ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned.


  • Oversees and directs budgeting, tax, accounting, insurance, regulatory reporting, and related accounting and finance activities for the organization.

  • Directs departmental staff in the creation and maintenance of required systems and procedures necessary to maintain proper records and adequate accounting controls and services. Reviews general ledger activity for accuracy and completeness.

  • Works closely with external auditors and federal credit union examiners to ensure the credit union complies with prescribed accounting methods set out in regulation, law, FASB rules, and generally accepted accounting principles.

  • Appraises the organization's financial position and issues periodic financial and operating reports that adequately assess and report on the financial condition of the credit union.

  • Manages the investment portfolio of the credit union, in accordance with the credit union's Investment and Liquidity policies.

  • Prepares periodic ALM reports including updating and running ALM simulations using ALM modelling software. Makes recommendations to the pricing committee for strategic ALM changes.

  • Directs and coordinates the establishment of budget programs.

  • Analyzes, consolidates, and directs all cost accounting procedures, together with other statistical and routine reports.

  • Oversees preparation and timely filing of the NCUA 5300 Call report.

  • Responsible for borrowing funds in accordance with Board approved strategy and credit union policy.

  • Cultivates and maintains appropriate relationships with members and co-workers.

  • Coordinates interaction on various projects and processes between the accounting/finance department and other operating departments within the credit union.

  • Directs and analyzes general economic, business, and financial conditions and their impact on the organization's policies and operations for use in making investment and rate decisions.

  • Partners with the Human Resources Department to coordinate employee payroll and benefits administration.

  • Acts as liaison for Finance Committee.

  • Participates with the President/CEO, or as might be determined, with the Board of Directors in strategic planning, organizing, coordinating, and controlling the credit union's financial business affairs.

  • Performs such other tasks and duties as the President/CEO might from time-to-time assign.

SUPERVISORY RESPONSIBILITIES:

Manages employees in the Finance Department and is responsible for the overall direction, coordination, and evaluation of this area.


Carries out supervisory responsibilities 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.


MINIMUM REQUIREMENTS:


  • Maintains a positive attitude with employees and members, and remains flexible while focused on accepted practices, policy, productivity and effectiveness.
  • Promotes awareness of the credit union mission and brand statement to the credit union membership.
  • Abides by the Service Standards established by the credit union.
  • Strong knowledge of financial products and services.
  • Regular and predictable attendance.
  • Excellent verbal and written communication skills to communicate professionally.
  • Maintains a professional appearance in accordance with established dress code policy.
  • Technological skills and knowledge, including computer literacy.

PERFORMANCE STANDARDS:


Maintains conservative, yet reliable records prepared on a timely basis, that fully address all aspects of the credit union's assets, liabilities, income, expense, and reserves. Ensures that the entire accounting and data processing system is maintained to conform to the requirements of the Federal Credit Union Act, State legislation as might be applicable, other Rules and Regulations and Financial Management Standards prescribed and/or recommended for the prudent financial management of the credit union.


QUALIFICATION REQUIREMENTS:


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.


EDUCATION and/or EXPERIENCE:


A degree in Finance or Accounting Degree obtained from a recognized university, plus five (5) to ten (10) years' experience in a similar position at a bank, credit union, or savings and loan. An advanced degree or Certified Public Accountant license preferred. Equivalents in education and experience considered.


CERTIFICATES, LICENSES, REGISTRATIONS:


Certified Public Accountant's (CPA) license preferred.



Job Posted by ApplicantPro

  • Chief Financial Officer

    6 days ago

    Knoxville, United States UT Federal Credit Union Full time

    Job Description Job Description Title: Chief Financial OfficerLocation: UT Federal Credit Union Corporate Office Knoxville, TNSUMMARY:Serves as Chief Financial Officer by performing the functions of planning, controlling, and directing the credit union's accounting and financial reporting systems, ensuring compliance with generally accepted accounting...

  • Chief Financial Officer

    2 weeks ago

    Knoxville, United States UT Federal Credit Union Full time

    Title: Chief Financial Officer Location: UT Federal Credit Union Corporate Office Knoxville, TN SUMMARY: Serves as Chief Financial Officer by performing the functions of planning, controlling, and directing the credit union's accounting and financial reporting systems, ensuring compliance with generally accepted accounting principles and related regulations....

  • Chief Financial Officer CFO

    2 weeks ago

    Knoxville, United States CareerBuilder Full time

    Company Overview: With over 50 years of experience, our client operates a national transportation and logistics company, offering an extensive range of services including full-service leasing, commercial truck rental, dedicated services, logistics, fleet services for commercial trucks, and commercial trailer repair. With a robust commercial truck fleet...

  • Chief Financial Officer

    3 weeks ago

    Knoxville, United States NxT Level Full time

    Job DescriptionJob DescriptionCompany Overview: With over 50 years of experience, our client operates a national transportation and logistics company, offering an extensive range of services including full-service leasing, commercial truck rental, dedicated services, logistics, fleet services for commercial trucks, and commercial trailer repair. With a...

  • Chief Financial Officer

    4 days ago

    Knoxville, United States NxT Level Full time

    Job DescriptionJob DescriptionCompany Overview: With over 50 years of experience, our client operates a national transportation and logistics company, offering an extensive range of services including full-service leasing, commercial truck rental, dedicated services, logistics, fleet services for commercial trucks, and commercial trailer repair. With a...

  • Chief of Staff

    1 week ago

    Knoxville, United States Covenant Health Full time

    Position Summary: Performs support services for the Chief Executive Officer (CEO) of the Health System, plays a vital role in support of the CEO in advancing the mission and vision of the health system and as requested by the CEO, Supports the organization's Board of Directors. Provides services to support executive office operations, serves as a...

  • Financial Aid Officer

    5 days ago

    Knoxville, United States Douglas J Aveda Institutes & Salons Full time

    Job DescriptionAssist candidates for enrollment and students transferring from one Douglas J Institute to another with financial aid and financing informationPrepare, manage and complete student financial aid filesPerform intake and assessment as well as packaging, origination, reporting and tracking of awards and financial aid related activities in...

  • Chief Nursing Officer

    2 weeks ago

    Knoxville, Tennessee, United States East Tennessee Behavioral Health Full time

    Overview: Acadia Healthcare is a leading provider of behavioral healthcare services across the United States. Acadia operates a growing network of 250 plus behavioral healthcare facilities with approximately 11,100 beds in 39 states and Puerto Rico. With more than 23,000 employees serving approximately 75,000 patients daily, Acadia is the largest stand-alone...

  • Financial Aid Officer

    4 days ago

    Knoxville, Tennessee, United States Douglas J Aveda Institutes & Salons Full time

    Job Description Assist candidates for enrollment and students transferring from one Douglas J Institute to another with financial aid and financing information Prepare, manage and complete student financial aid files Perform intake and assessment as well as packaging, origination, reporting and tracking of awards and financial aid related activities in...

  • Financial Analyst

    2 weeks ago

    Knoxville, Tennessee, United States University of Tennessee Full time

    Financial Analyst & Compliance Officer - Institute for Public Service C5General Description:The IPS Financial Analyst & Compliance Officer provides budget and accounting support as well as audit and institutional compliance coordination for the Institute. This position is primarily responsible for the day-to-day fiscal operations for IPS Administration, and...

  • Associate Financial Representative

    3 days ago

    Knoxville, United States Modern Woodmen of America Full time

    Overview The Modern Woodmen – Knoxville office is seeking a motivated and driven individual to join our team as an Associate Financial Representative. This role offers an opportunity to partner with a respected local business and work alongside the Managing Partner and Senior Financial Representative. The ideal candidate will maintain existing...

  • Financial Analyst

    2 weeks ago

    Knoxville, United States Rogers Group Full time

    Job Description Rogers Group, Inc. is one of the largest privately held mining and construction firms in the U.S. Headquartered in Nashville, TN, RGI operates across ten states employing over 3,000 employees. With 110+ years of success in mining, asphalt productions and highway construction, we are an organization committed to safety and operational success....

  • PYA Waltman Financial Planning Associate

    3 weeks ago

    Knoxville, United States PYA Waltman Capital LLC Full time

    Job DescriptionJob DescriptionPOSITION DESCRIPTION:PYA Waltman Capital, LLC is seeking qualified Financial Planning Associate candidates to join our growing team. The Financial Planning Associate provides technical and client service support to higher level advisors and the Director of Financial Planning Services. This position is designed to advance into an...

  • Director - Business Office

    8 hours ago

    Knoxville, United States East TN Behavioral Health Full time

    Plan, develop, organize, implement, evaluate and supervise business office activities including the financial counselling, billing and collections functions for all service lines. ESSENTIAL FUNCTIONS: Monitor and report on key metrics such as cash collections, days outstanding, unbilled, denials, daily census, etc. in conjunction with the CFO. Establish and...

  • Director of Business Office

    3 days ago

    Knoxville, United States East Tennessee Behavioral Health Full time

    Overview: ?East Tennessee Behavioral Health is recruiting for a Director of Business Office! PURPOSE STATEMENT: ?Plan, develop, organize, implement, evaluate and supervise business office activities including the financial counselling, billing and collections functions for all service lines. Responsibilities: ?ESSENTIAL FUNCTIONS: ?Monitor and report on...

  • Office Manager

    2 weeks ago

    Knoxville, United States SERVPRO Full time

    Job DescriptionJob DescriptionSERVPRO® of Rocky Hills/Sequoyah Hills/ South Knoxville/Loudon and Roane Counties/ Hamblen and Grainger Counties Office is seeking an Office Manager to join our team! Boasting 4.9 our of 5 stars on Google by consumers.Do you love working with people and educating them? Do you want to be a leader in a great company?Then,...

  • Substitute School Nurse

    13 hours ago

    Knoxville, United States Christian Academy of Knoxville Full time

    Job Type Temporary Description Reporting to the Chief Financial Officer, the substitute school nurse will oversee all medical illness or injuries on behalf of CAK's medical team for planned or unplanned absences. As an exempt, hourly employee, this PRN role will require time on campus to ensure student readiness, activities and/or hand-offs to families for...

  • SBA Business Development Officer/ REMOTE

    2 weeks ago

    Knoxville, United States CareerBuilder Full time

    Job Description Job Description SBA Business Development Officer (BDO)/ REMOTE BASED Focusing on the origination and submission of SBA Loan Requests through the external generation of new relationships. Ability to lend in ALL states, wide credit box, all asset classes Focus on 7(a) - USDA/ 504... INTERNAL LEADS Experience in SBA financial programs created to...

  • SBA Business Development Officer/ REMOTE

    2 weeks ago

    Knoxville, United States SVI Recruiting Group Full time

    Job DescriptionJob DescriptionSBA Business Development Officer (BDO)/ REMOTE BASEDFocusing on the origination and submission of SBA Loan Requests through the external generation of new relationships. Ability to lend in ALL states, wide credit box, all asset classesFocus on 7(a) - USDA/ 504... INTERNAL LEADSExperience in SBA financial programs created to...

  • FP&A Manager

    1 week ago

    Knoxville, United States MedSuite Full time

    Role: Manager, Financial Planning & Analysis Company and Private Equity Overview: MedSuite is the holding company for several software and revenue cycle management businesses focused on serving the needs of mental health agencies and providers. We provide revenue cycle management, electronic medical record, and content management Solutions to behavioral...