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Senior Financial Executive

2 months ago

Glendale, Arizona, United States Credit Union West Full time
Job Summary

Credit Union West is seeking a highly experienced and skilled Senior Financial Executive to join our executive management team. As a key member of our leadership team, you will be responsible for overseeing the financial statements, accounting, finance, and operations functions of the Credit Union.

Key Responsibilities
  • Financial Statement Management
    • Develop and prepare daily, monthly, annual, and other periodic financial statement reports
    • Ensure that records, reports, and operational functions are in accordance with generally accepted accounting principles and government regulations
  • Financial Strategy and Efficiency
    • Collaborate with the Executive Management team to determine long- and short-term vision for the corporate financials, accounting, finance, and operations areas
    • Identify and implement departmental and global efficiencies leveraging technology where possible
  • Communication and Coordination
    • Build collaborative working relationships with the Board of Directors, Supervisory Committee, Executive Management team, and direct reports
    • Ensure that all personnel are well trained, effective, and optimally utilize the technology provided
Requirements
  • Bachelor's degree in Accounting, Finance, or related field
  • CPA highly preferred
  • Minimum of 8-10 years related senior management experience and a minimum of five years' financial institution experience
  • Strong knowledge of generally accepted accounting principles (GAAP) and financial reporting
  • Knowledge of the financial industry accounting and financial practices including regulatory reporting, Call Report, and Interest Rate Risk (IRR)
Skills and Competencies
  • Energetic, forward-thinking, and creative in business solutions with high ethical standards and trustworthiness
  • Proven, high-level experience of decision-making within the discipline and authority of the role
  • Use of advanced logic to make highly complex judgments with a material impact at the organizational level
  • Work as a team member and possess positive influencing skills to bring others to new thinking and mindset
  • Present a professional, courteous image when interacting with members, co-workers, the Board of Directors, management, business partners, and the community
  • Act as a change agent who can collaborate with diverse interests and adapt to internal, market or regulatory-driven changes
  • Maintain working knowledge of Microsoft Office, SharePoint, and collaborative tools (Teams and Zoom)
  • Excellent oral and written skills to effectively communicate to all stakeholders
  • Thorough knowledge and understanding of organization's Employee Handbook
  • Must demonstrate functional knowledge of the Bank Secrecy Act in addition to other Federal laws, including but not limited to: U.S. Patriot Act, Office of Foreign Assets & Control, Anti-Money Laundering, Right to Financial Privacy Act, and the Bank Bribery Act