Vice President of Financial and Capital Management

4 weeks ago


Dublin, California, United States Patelco Credit Union Full time
About the Role

We are seeking a highly skilled and experienced Vice President of Financial and Capital Management to join our team at Patelco Credit Union. As a key member of our leadership team, you will be responsible for leading the development of our annual budget, managing our financial reporting, and providing analytical support for strategic initiatives.

Key Responsibilities
  • Lead the cross-functional development of the annual budget, including presentation to the executive leadership team.
  • Manage the periodic forecasting process and build and manage the profitability analysis for different financial categories.
  • Monitor balance sheet trends and present recommendations optimizing earnings and capital aligned with organization goals.
  • Provide analytical support for the development of projects, products, and services, strategic initiatives, and other ad hoc situations to enhance organizational decision making.
Requirements
  • Bachelor's degree, with a concentration in finance, economics, or accounting.
  • 10+ years of financial services experience with demonstrated knowledge of associated responsibilities.
  • Minimum of 10 years leading and motivating teams, including cross-functional partnering.
What We Offer
  • Competitive compensation package with bonus opportunity.
  • 401(k) with 3% Safe Harbor and 5% employer match.
  • Discounts on loan products.
  • Tuition reimbursement.


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