Head of Finance

You Belong Here

People's Credit Union is built on the belief that members and employees should feel a sense of belonging.  Based on our Core Values, we created that feeling by design to offer you a genuine sense of community where you are supported personally and professionally. 

If you work here, you belong here.

Your Values Align With Ours

We hire employees whose core values match our own.  We can train for competency, but if you're also genuine, trustworthy, earnest, empathetic, and resourceful, we want you on our team.

Your Voice Is Heard

Here, hierarchy doesn't drive impact - all voices are sought out, heard, and respected.  We are listeners, then doers.

Your Team Makes You Stronger

Independent work is expected, but collaboration with compassionate accountability makes us all stronger.  Working together, we all learn and grow.

Your Future Is Bright

We recognize that careers are not always straight lines.  Professional development is a shared responsibility.   We are committed to providing opportunities and resources to help you navigate your career paths and achieve your goals.  Let's work together to foster growth and development in our organization.

What we offer  

•    Health and dental benefits through Blue Cross Blue Shield, plus vision benefits through VSP

• k) and Roth plan with a competitive employer match 

•    Robust Wellness Program

•    Employee Recognition Program

•    Fun, food, and events

Position Summary

This role plays a critical role in advancing People's Credit Union's purpose and core values, which are the foundation that allows us to serve members, invest in employees, and support our communities.   As a key member of the Senior Leadership Team, the Head of Finance & Risk provides strategic and operational leadership for the Credit Union's financial performance, balance sheet management, and enterprise risk oversight.

Major Duties and ResponsibilitiesStrategic & Financial Leadership

• Partner with the Head of People's CU and Senior Team to shape and execute strategies that balance growth, purpose, and financial sustainability.
• Lead the budgeting, forecasting, and financial planning processes to ensure alignment with strategic goals and member value creation.
• Provide transparent, data-informed financial insights that drive decision-making and operational excellence across the organization.
• Steward capital, liquidity, and earnings in a manner that supports growth, innovation, and resilience.
• Evaluate financial implications of new initiatives, partnerships, and product offerings through a purpose-driven lens.
• Voting member of Retirement Plans Investment Committee, Risk Committee, and Credit Committee.

Financial Management & Reporting

• Ensure the accuracy, integrity, and timeliness of all financial reporting, including month-end close, quarterly call reports, and annual audits.
• Regularly present budget-to-actual results to the Board and Credit Union Leadership, explaining key variances, their root causes, and the continuing implications for financial performance and strategic goals.
• Oversee financial controls, accounting policies, and systems that protect the Credit Union's assets and reputation.
• Maintain compliance with GAAP, NCUA, and all applicable state and federal regulations.
• Drive process improvements and automation initiatives to enhance efficiency, accuracy, and member impact.

Asset Liability Committee (ALCO) Leadership

• As Chair of the Asset Liability Committee (ALCO), lead balance sheet, liquidity, and capital strategies that position the Credit Union for sustainable growth and resiliency.
• Partner closely with the CEO, Board of Directors, and Senior Team to align financial stewardship with long-term strategic priorities and community impact.
• Oversee asset-liability modeling, scenario analysis, and investment portfolio management to optimize balance sheet performance.
• Translate complex ALM results into clear, actionable strategies for the Board and Leadership team.
• Monitor macroeconomic trends and competitive market conditions to inform proactive financial strategies.
• Uphold compliance with ALCO and liquidity policies, ensuring prudent risk management consistent with PCU'S values and purpose. 

Risk & Financial Recovery Oversight

• Provide executive oversight of the Risk and Financial Recovery functions to ensure sound portfolio quality, collections effectiveness, and regulatory compliance.
• Serve as liaison to the Supervisory Committee, managing the administration of the internal and compliance audit function.
• Ensure the Credit Union maintains a comprehensive and cost-effective corporate insurance program that aligns with enterprise risk management objectives and provides adequate protection for members, employees, and assets.
• Integrate enterprise risk awareness into all aspects of financial management and decision-making.
• Balance risk mitigation with innovation to support responsible growth and member impact.

Leadership & Culture

• Model People's Credit Union's values and purpose in all interactions, decisions, and leadership practices.
• Continuously develop expertise and leverage industry trends to strengthen performance and align with the Credit Union's strategic direction.
• Build and mentor high-performing teams across Finance, Risk, and Financial Recovery, fostering a culture of trust, collaboration, and accountability.
• Champion financial literacy and transparency internally, helping all employees understand how their work contributes to PCU's success.
• Serve as a visible leader and ambassador of PCU's mission in the community and the credit union movement.
• Communicate organizational updates and initiatives to staff in a timely and effective manner.

Key Behavioral Competencies

Organization Process Thinking 

Individuals effective at this competency can see the organization as connected and integrated systems and processes.  They understand the general concepts of the organization and the business that it operates.  They create and align processes as the business and organization changes and understand how a change in one area is connected to other areas in the organization.  They are effective at using the interdependencies to create synergy within the organization.

Influence 

Individuals effective at this competency are able to read people and situations to skillfully direct, persuade, and motivate others. They customize their communication to the audience and create trust by transparency, honesty, and dealing with all situations with competence and a sense of fairness. 

 

Initiative 

Individuals effective at this competency are able to take effective action without being directed. When they see a need or are given a goal, they take full ownership and act on it without waiting for someone to tell them what to do or how. They seek out guidance when needed so they are able to achieve goals. They make things happen.

Problem Solving and Decision Making 

Individuals effective at this competency exhibit good judgment and sound logic.  They are able to identify the problem at its core, determine solutions, and make decisions.   They are able to identify the core issues by gathering relevant information and including the appropriate individuals and sources to highlight the issue as well as outline solutions.  They are committed to solving the issue by making a decision based on the information and taking action. 

 

Talent Development 

Individuals effective at this competency are continuously assessing talent and succession planning.  They are able to identify strengths and weaknesses, assess potential, and clearly address individuals' performance and potential with clear development goals, continuous coaching, identification of future roles, and delegation of appropriate development projects and assignments.

Knowledge and Skills

• A bachelor's degree in finance or accounting
• A minimum of 10 years progressive financial management experience
• Knowledge of financial activities, policies, procedures and systems as would normally be obtained by ten years progressive financial management experience
• General knowledge of activities associated with collections
• Excellent oral and written communication skills
• Excellent leadership and professional development skills

ADA RequirementsPhysical Requirements:

• Perform primarily sedentary work with limited physical exertion.
• Must be able to operate routine office equipment including telephone, copier, facsimile, and calculator.
• Must be able to routinely perform work on computer for an average of 6-8 hours per day.
• Must be able to work additional hours whenever required or requested by management.
• Must be capable of travel by automobile (as driver and passenger), commercial airlines, rental vehicles and public transportation and be able to lodge in public facilities.
• Must be capable of regular, reliable and timely attendance.

Working Conditions:

• Must be able to routinely perform work indoors in climate-controlled shared work area with minimal noise.
• Must be able to prioritize work, maintain engagement and productivity in a remote work environment.

An Equal Opportunity Employer, including disability / veterans.

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