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Avp, Financial Planning

3 months ago

San Diego, United States BluPeak Credit Union Full time

Overview:
Following established procedures and under general direction of the SVP, Chief Fnancial Officer, this position plans, organizes, and directs the financial planning reporting and analytics division in Finance. This position will advise the SVP, Chief Financial Officer on a variety of matters pertaining to the management and operation of the Credit Union. This position will be critical in assisting the executive management team in forming strategic goals of a growing Credit Union. While maintaining accuracy in the preparation of financial statements, this role also provides development, direction, and guidance to Finance department personnel as well as the immediate oversight of the financial analysts.

**Responsibilities**:
**Operational Accounting/Finance**:

- Develops the annual Operating Plan and oversees preparation of monthly financial statements.
- Develops financial strategies, investment objectives, liquidity positions, capital adequacy, new business ventures, financial policies, and strategic plans.
- Prepares financial reports including ALCO (Asset Liability Committee), ALM and ad-hoc reports.
- Participates and contributes in Credit Union ALCO committee meetings.
- Exercises discretion and independent decision-making to oversee the strategic financial planning and investing necessary to assist the growth of the credit union in a manner that supports the credit union’s mission and increases the profitability of the organization.
- Performs analysis of the firm’s interest rate, credit, liquidity, and concentration risk exposures, ensuring that the credit union operates safely, soundly and within policy limits.
- Ensures all financial statements, accounting and financial activities comply with GAAP and regulatory requirements.
- Prepares studies, reports, and analyses in areas such as budgets, forecasts, financial plans, governmental requirements, statistical reports, cash flow projections, business forecasts, and variance analysis for executive and board-level decision-making.
- Makes recommendations to the management regarding cost saving or profit generating opportunities and strategies.
- Creates & maintains desktop procedures for financial modeling systems and critical tasks.
- Prepares financial statements and commentary summarizing organization’s current financial position.
- Stay abreast of regulatory changes and share information as appropriate.
- Attends seminars, industry events and community events in support of professional and business development.
- Works with external auditors and government agency examiners to ensure the Credit Union is in compliance with GAAP, government regulations, and corporate policies/procedures.
- Performs other duties as required.

**People and Organization Management**
- Selects, Develops & Manages Talent. Selects and retains talent with skills, abilities and behaviors that focus on results while cultivating the Credit Union’s culture. Improves and reinforces performance in others and develops talent for critical positions and/or future leadership roles.
- Ensure employees are provided with effective feedback on their performance and their career that results in increased performance and commitment. Identifies & recommends learning/development opportunities for team members.
- Develop and cascade clearly defined goals and objectives for team members. Assure that the business plan is well communicated and understood by all. Conduct regular business update meetings to keep team abreast of business results and progress to date.
- Provide guidance and motivate others to work well together in accomplishing the team’s purpose and objectives. Ensures goals are well understood and creates a collaborative environment. Fosters an environment of trust where the team feels recognized, valued, engaged, motivated, inspired and thrives.
- Establishes positive employer-employee relationships and promotes a high level of employee morale, trust and integrity. Oversees staff evaluations of departmental personnel in cooperation with directly reporting management.
- Effectively recruits, develops and supervises accounting staff for optimal performance.
- Establishes and maintains effective employee relations through objective setting, delegation and open communication.
- Conducts regular individual and group staff meetings and provide constructive feedback.
- Champion the BluPeak cultural environment internally and externally.
- Formulates and implements corrective actions as needed.

**Other Responsibilities**:

- Follow record retention guidelines as published by regulatory agencies and federal and state record retention laws.
- Adhere to company policy and procedure, complete annual compliance training, comply with business continuity and vendor management policy. These are crucial to the success of the organization and have regulatory compliance and/or safety and soundness for the sustainability of the credit union.
- Comply with all Anti Money Launderin