Finance Manager/Team Leader

4 weeks ago

Spokane, Washington, United States Gesa Credit Union Full time
Job Summary:

Gesa Credit Union is seeking a highly skilled Finance Manager/Team Leader to join our team. As a key member of our finance department, you will be responsible for providing strategic leadership and management of Asset and Liability Management (ALM) modeling and reporting, liquidity reporting, profitability analytics, budgetary processes, and investment portfolio administration.

Key Responsibilities:
  1. Assist senior leadership in developing short and long-term financial goals and objectives, providing strategic recommendations to enhance the financial health of the credit union through lower operational costs, increased revenues, or improved organizational processes.
  2. Support the VP of Accounting and Finance with credit union projects such as strategic and business planning processes, merger and acquisition analysis, and loan participation sales.
  3. Provide leadership and management skills, coordinating the day-to-day activities for the Finance Team to ensure timely and accurate completion of assigned duties and tasks, providing career development and coaching to the Finance team members.
  4. Lead the monthly ALM model update processes, reviewing and analyzing results, preparing and presenting model results to the credit union's ALCO (Asset-Liability Management Committee), providing strategic recommendations and guidance to manage balance sheet risk.
  5. Develop, maintain, and support accurate analytical models for evaluating, benchmarking, and monitoring the profitability and efficiency of various lending assets, services, and lines of business.
  6. Develop and maintain an expert level of knowledge regarding loan portfolio analysis software, loan origination system, collections software, core operating system, data warehouse, profitability software, risk rating models, and other business analysis tools and software.
  7. Ensure regulatory and policy reporting requirements are met for lending functions of the credit union.
  8. Recommend to the ALCO and senior management necessary pricing, risk rating, and policy structures to improve performance and profitability of credit union products.
  9. Act independently to create, implement, and manage effective programs to document and analyze Gesa business processes and operational outcomes to discover insights that will guide strategic decisions and uncover opportunities for operational improvements.
  10. Communicate the goals of the Finance Department to management and credit union staff.
  11. Provide interest rate risk data to support ALCO understanding and decision making related to balance sheet management and product pricing.
  12. Interact with third parties providing financial and risk analytics for strategy and model validation purposes, lead the bi-annual ALM model validation process, and provide recommendations for adjustments to the model inputs and assumptions.
  13. Ensure the credit union is positioned appropriately to meet its liquidity needs by leading the liquidity forecasting, stress-testing, and reporting processes.
  14. Manage and administer the credit union's profitability system, analyzing and reporting on the profitability of all aspects of the credit union, including products, strategic business units, members, and officers, providing strategic recommendations to senior leadership regarding the credit union products, services, and pricing.
  15. Lead the preparation of the annual credit union-wide budget, providing leadership and oversight during the construction of the annual budget and data input, reviewing and analyzing the budget results, and providing recommendations regarding the budget.
  16. Lead the credit union's semi-annual five-year forecasting process.
  17. Serve as the primary budget support contact for credit union management.
  18. Lead the management of the credit union's investment portfolio, thoroughly understanding all aspects of credit union-approved investments, making investment decisions, and placing investment trades in accordance with credit union procedures, policies, and investment strategies.
  19. Analyze trends in finance, investments, sales, economic, and general credit union business conditions, providing reporting and recommendations to senior management to aid in strategic decision making for the credit union.
  20. Lead ad-hoc financial analysis projects in support of key organizational metrics and objectives.
  21. Collaborate with departments and committees, such as ALCO and Credit Risk, to coordinate strategies, monitor profitability, and prepare analysis and recommendations.
  22. Collaborate with outside auditors and examiners during annual audits and regulatory examinations, leading the audit and exam processes as related to the finance department of the credit union and serving as the primary contact for finance.
  23. Display leadership values such as trust and dignity, respect, and acting in the best interest of the credit union, leading by example by displaying solid ethics and integrity at all times, controlling risk, and operating in a safe and sound manner.
  24. Oversee the development, reporting, and monitoring of the credit union's various incentive plans and provide ongoing recommendations to improve incentive plan performance in alignment with the credit union's strategic goals and business plans.
  25. Maintain and protect all sensitive data utilizing the highest standard of confidentiality and professionalism, consistently displaying respect for all areas of diversity and levels of knowledge.
  26. Attend credit union training sessions, conferences, and seminars as approved by supervisor.
  27. Maintain awareness of NCUA rules and regulations, NCUA and credit union bylaws, and policies, ascertaining possible impact to investment functions.
  28. Serve on committees as assigned.
About You:

We are seeking a highly skilled and experienced Finance Manager/Team Leader to join our team. The ideal candidate will have a strong background in finance, accounting, or a related field, with a minimum of 7-10 years of progressive experience in related financial positions. The candidate should have a comprehensive understanding of Asset-Liability Management and cash flow modeling and reporting, as well as excellent analytical, problem-solving, and communication skills. The candidate should also be able to coach and mentor staff, conduct performance reviews, and maintain thorough knowledge of credit union business lines, processes, and products. Additionally, the candidate should have excellent listening and communication skills, be able to motivate staff and coworkers, and work jointly and successfully in a team environment. The candidate should also be able to display exceptional customer service attributes and operate standard office equipment and various software programs as related to duties assigned.

Leadership Core Competencies:
Leaders at Gesa Credit Union are lifelong learners who, by developing themselves, are better able to grow our team members and our organization as well as serve as influential role models for each other. We believe that every team leader, no matter their position or years of experience, must model and continue to strengthen these competencies which are foundational to our view of leadership and support the achievement of our strategic goals.
  • Leading Others
  • Developing Others
  • Emotional Intelligence
  • Social Responsibility
  • Performance & Results Orientation
Qualifications:

JOB REQUIREMENTS:
  1. Seven to ten years of progressive experience in related financial positions. Credit Union or financial institution experience desired.
  2. Bachelor's Degree in finance, accounting, or business-related field required. MBA, CFA, or other relevant designation preferred.
  3. Experience and working knowledge of CECL preferred.
  4. Courtesy, tact, and diplomacy consistently displayed in communication with members, coworkers, and vendors.
  5. Proficiency with standard office equipment and computer software programs utilized in required duties.
  6. Some travel is required to complete credit union training, attend employee meetings/events, and to fulfill duties and responsibilities.
Our Team Member Value Proposition:

In exchange for bringing your talent to Gesa, here are a just a few of the benefits and perks we offer:
  • Competitive Pay
  • Medical, Dental, Vision, and Life Insurance
  • 20 days/year of Paid Time Off - Plus 10 Paid Holidays
  • 401(k) Match
  • Incentive Program
  • Tuition Assistance and Student Loan Repayment
  • Commuter Benefits
  • Paid Time Off to Volunteer in the Community
  • Product discounts
  • Engaging Work Environment
  • Rewards and Recognition Programs

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