Director of Finance

The Director of Finance is responsible for leading the Credit Union’s Finance and Accounting functions to ensure compliance with State and NCUA regulations. This role oversees all auditing, accounting, and recordkeeping activities while providing strategic financial insights to support organizational goals. The Director of Finance partners closely with the President & CEO, manages the Operations Specialist, and plays a critical role in driving operational excellence, financial integrity, and member value.

Key Responsibilities

Accounting & Financial Management (60%)

• Direct all financial, accounting, bookkeeping, and reconciliation activities, including Accounts Payable, General Ledger, bank reconciliations, credit card management, and regulatory reporting.
• Develop, implement, and maintain accounting policies and procedures that align with industry standards and compliance requirements.
• Supervise and train the Operations Specialist, ensuring they can serve as a backup to the Director of Finance.
• Prepare accurate and timely monthly, quarterly, and annual financial reports for leadership and regulatory purposes.
• Conduct and oversee internal audit procedures (cash counts, teller audits, employee account reviews, loan documentation, wire transfers, etc.).
• Provide regular updates to the President & CEO on the Credit Union’s financial performance and condition.
• Serve as primary liaison with external auditors and regulators, coordinating reporting and ensuring compliance.

Operations Support (30%)

• Align daily operational activities with financial reporting to ensure accuracy and efficiency.
• Partner with the Operations Specialist on account and operations reporting.
• Ensure all daily and monthly reporting processes are completed accurately and on time.
• Address and resolve escalated financial and deposit-related issues.
• Collaborate with Branch Managers to address teller and member service operational needs.

Member Service & Experience (5%)

• Monitor Credit Union activities to ensure operational procedures promote efficiency, compliance, and a positive experience.
• Assist leadership in resolving complex or escalated member complaints.

Leadership & Administrative (5%)

• Provide coaching, mentoring, and support to team members to promote professional growth and effectiveness.
• Serve as Acting Leader of the Credit Union in the absence of the President & CEO.

• Perform other duties as assigned by the President & CEO.

Qualifications

• Bachelor’s degree in Accounting or Finance; equivalent experience considered (minimum 3+ years in a bank or credit union setting).
• Minimum three years of progressive accounting leadership experience, preferably within credit union or financial services.
• Strong knowledge of financial institution regulations, accounting principles, and compliance requirements.
• Demonstrated ability to manage staff, develop processes, and drive operational excellence.
• Excellent analytical, problem-solving, and communication skills.
• CPA designation not required.