Senior Vice President of Accounting and Finance
About the job
- In-depth knowledge of financial auditing, accounting, finance, and cost accounting related to credit unions or financial institutions.
- Thorough knowledge of regulatory requirements for financial institutions, including credit union regulatory reporting requirements.
- Thorough knowledge of modern management techniques and practices.
- Current knowledge of federal and state accounting-related laws, rules, and regulations.
- Current knowledge of national and local economic trends and conditions.
- Knowledge of data processing related to designing programs and systems to accommodate workflow and reporting.
- Skill in operating a personal computer and spreadsheet, word processing, and presentation software with intranet and internet access.
- Ability to plan, lead, organize, and control work to ensure successful completion of departmental goals and Credit Union objectives.
- Ability to provide strategic business direction supporting business plans, risk management objectives, and other strategic initiatives.
- Ability to analyze problems and opportunities, evaluate alternatives, and develop effective approaches.
- Ability to plan, implement, and evaluate achievement of goals, objectives, and work plans.
- Ability to lead, motivate, and direct team members.
- Ability to communicate effectively, verbally and in writing.
- Ability to establish and maintain effective working relationships with directors, regulators, Members, team members, attorneys, vendors, and other parties.
- Occasional travel to other office locations and some evening or weekend work may be necessary to meet project deadlines or attend events.
- A bachelor's degree in accounting, finance, or a closely related field is identified as ideal.
- A minimum of twelve years of experience at a financial institution.
- A minimum of five years of progressive leadership experience.
- Strategically plan, develop, organize, implement, direct, and evaluate the Credit Union's fiscal position, financial position relative to strategic objectives, and the accuracy and integrity of financial reporting.
- Evaluate and advise Senior Leadership on the impact of long-range plans for new programs and strategies, as well as regulatory action.
- Develop policies, procedures, and programs, and implement them upon approval.
- Serve on and/or direct committees to support effective interaction among Accounting and Finance, Senior Leadership, departments, and branches, and communicate established policies, programs, objectives, and goals.
- Attend and actively participate in Board of Directors and Senior Leadership Team meetings and strategic planning sessions.
- Collaborate with other department leaders to prepare for critical business opportunities.
- Represent the Credit Union to examiners, auditors, vendors, and support companies.
- Communicate actual performance versus budgets and objectives to Senior Leadership, and recommend growth and pricing strategies and areas for improvement.
- Direct, develop, coordinate, and monitor fiscal decisions and the budgetary process.
- Translate strategic business plans into accounting strategies and operational plans.
- Participate in developing the Credit Union's plans and programs as a member of the Senior Leadership Team.
- Develop and implement plans and policies to attain goals and objectives, measure progress, and make adjustments as appropriate.
- Prepare short- and long-term goals and objectives for the Accounting and Finance departments.
- Develop strategies to support growth and earnings objectives.
- Develop and present opportunities to Senior Leadership to improve service to Members.
- Review and identify cost-effective and efficient utilization of Credit Union resources.
- Ensure accounting practices remain current within the industry, with emphasis on efficiency and cost effectiveness.
- Develop and maintain timely, accurate, and efficient reporting mechanisms, including rate/volume analysis, net interest spread analysis, product profitability, and departmental accounting.
- Report monthly budget variances and necessary adjustments.
- Ensure conformance with established policies, procedures, and state and federal laws and regulations.
- Delegate, coordinate, and review work to ensure quality and efficient operations.
- Conduct departmental meetings to share pertinent information and discuss procedures, policies, and problems.
- Coordinate development and maintenance of written Accounting Department procedures.
- Ensure timely payment of bills and maintenance of accurate files.
- Ensure maintenance, retention, storage, and control of records, receipts, and documents relating to Credit Union operations.
- Ensure accurate preparation and timely submission of reports to appropriate departments and outside agencies.
- Ensure preparation of financial reports, including financial statements, branch accounting, projections, analysis, and cost accounting of services.
- Ensure reconciliation of cash, general ledger accounts, overages and shortages, and the general ledger.
- Coordinate information needed for audits by accountants, the supervisory committee, regulator examinations, CUNA Insurance, or an approved agency or firm.
- Review, analyze, and implement procedural changes to maintain accounting and auditing requirements.
- Provide leadership and guidance for direct reports.
- Recruit, select, train, motivate, mentor, evaluate, and develop direct reports.
- Provide service to Members and internal clients.
- Direct recruitment, development, training, and performance reviews of Accounting and Finance team members.
- Establish and maintain relationships with financial institutions, including commercial and investment institutions.
- Ensure accurate execution of financial instrument purchases, such as certificates and investment bonds, and provide recommendations for investment portfolio management.
- Ensure accurate preparation and analysis of asset/liability management reports, and provide recommendations to manage interest rate risk.
- Collect and compile data and provide analysis for complex special projects as assigned.
- Establish and maintain relationships with key community contacts, including volunteer centers and nonprofit organizations.
- Participate in community events and community volunteer boards and associations.
- Perform other related duties as required.
- A Master of Business Administration is preferred.
- A Certified Public Accountant or Certified Management Accountant credential is preferred.
About the company
Redwood Credit Union is a member-owned financial cooperative serving Northern California. It offers checking, savings, CDs, IRAs, auto and home loans, insurance, investment services, and online/mobile banking for individuals and businesses. Members deposit funds, earn interest, borrow with competitive rates, and manage accounts via digital channels, with tools like budgeting resources. The credit union differentiates itself by focusing on member financial wellness, community programs, and accessible banking, aiming to help members save, protect against risk, and build financial stability while supporting local communities.
Company Size
201-500
Company Stage
N/A
Total Funding
N/A
Headquarters
Santa Rosa, California
Founded
1950
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Simplify's Take
What believers are saying
- August 2026 added Jen Brooks Harris, Divine David, and Keith Hildesheim.
- April 2026 Ukiah relocation added drive-up ATMs and upgraded consult spaces.
- September 2026 philanthropy ranking cited $5.18 million giving and 312 partners.
What critics are saying
- RCU's North Bay concentration ties growth to Sonoma, Marin, Napa, and San Francisco.
- Open roles for Automation Analyst II and Digital Experience Manager expose software debt.
- A major fraud or cyber breach would hammer trust and force costly member retention.
What makes Redwood Credit Union unique
- RCU serves 540,000 members across 22 North Bay and San Francisco branches.
- Brett Martinez has led RCU since 2004, giving strategy unusual continuity.
- RCU drove 91% electronic transactions in 2025, proving sticky digital habits.
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Benefits
Health Insurance
Dental Insurance
Vision Insurance
Mental Health Support
401(k) Retirement Plan
401(k) Company Match
Paid Vacation
Paid Holidays
Company News
Sfbike gave away over 100 bikes at the BMAGIC Backpack Giveaway in Bayview-Hunters Point. By Qamuuqin Maxwell on September 18, 2026 On a cloudy Saturday in August, its Bike it Forward program held its biggest bike distribution of the year at the annual BMAGIC Back to School Celebration and Backpack Giveaway. With the help of 40 volunteers, Sfbike gave away a grand total of 106 bikes, each with a set of lights, locks, and helmets to youth of all ages - sparking a lifetime of bike joy and instilling an early habit of active transportation. The event itself was amazing, with dozens of kids trying out their new wheels immediately after receiving them. Sfbike is grateful for the partnership of BMAGIC, who hosted the backpack giveaway, as well as YBike and its Safe Routes to School program, who led the drop-in Learn to Ride class at the event. With the help of its partners, kids and families left the distribution excited and confident riding around on their new bikes. Sfbike is already seeing the impact of this event. After her child received a bike at BMAGIC, Zengxian wrote to Sfbike, "my daughter loves the bicycle and often rides it in the evenings. It has brought us so much joy and created many happy moments for our family." Sfbike is thrilled to have offered families a new way to connect with each other and their neighbors, and the fun that comes with riding a bike. For Sfbike at SFBike, the BMAGIC bike giveaway was the culmination of months of staff preparation, as well as months of volunteer efforts at its weekly Community Repair Nights. Sfbike is grateful for generous grants from New Belgium Brewing and Redwood Credit Union. San Francisco Bicycle Coalition members John and Leslie Woodward offered their major gift as a challenge to its wider community to contribute. With their support and the support of its members and donors, Sfbike met its fundraising match goal of $10,000 and raised a total of $24,518 to support its work to create equitable access to biking for families throughout its city. These funds help Sfbike not only at its annual BMAGIC bike giveaway, but also power its Bike It Forward program throughout the year. Since the BMAGIC bike giveaway, Bike It Forward has been busy! Sfbike provided bikes and a group ride experience for 14 children in foster care in partnership with SFCASA, Sfbike gave away an additional 14 bikes at a Transit Fair in partnership with PODER, and will be distributing bikes and teaching residents how to ride at two events with Mercy Housing in China Basin and at St. Anthony's Giving Thanks event on the Golden Gate Greenway. Its members make this work to expand access to bikes possible. And Sfbike'd love your help to keep biking it forward - please consider donating today to help power its work to get more kids on bikes!
Redwood Credit Union ranks among top 25 Bay Area companies for Corporate Philanthropy. Business Wire In 2025, RCU provided $5.18 million in community giving and supported 312 community partners across San Francisco and the North Bay SAN FRANCISCO, September 02, 2026-(BUSINESS WIRE)-Redwood Credit Union ranked 22nd among the 88 companies and organizations recognized in the San Francisco Business Times Corporate Philanthropy Awards, following a year in which RCU provided $5.18 million in total community giving and supported 312 community partners across San Francisco and the North Bay. The recognition places RCU alongside major Bay Area employers and global brands known for community investment. As the highest-ranking financial institution headquartered in the North Bay, RCU has now earned a place on the list for two consecutive years. Among the organizations RCU supports is San Francisco-based Compass Family Services, which helps families experiencing homelessness achieve housing stability and economic self-sufficiency. "Redwood Credit Union's generous support has a meaningful impact on Compass Family Services and the families we serve," said Erica Kisch, CEO of Compass Family Services. "Their partnership helps us provide families experiencing homelessness with the comprehensive support they need to find stable housing, strengthen their financial security, and build a more secure future for their children." RCU's community support includes financial contributions, volunteer service, and partnerships with nonprofit organizations across the Bay Area. In 2025, RCU team members spent more than 5,100 hours volunteering for nonprofit and community organizations. "We're honored to be recognized among the Bay Area's leading corporate philanthropists, alongside some of the region's most prestigious companies," said Brett Martinez, President and CEO of Redwood Credit Union. "Supporting our communities is at the heart of our mission, and we're proud to partner with organizations that are making a real difference in people's lives." Kisch noted that RCU's support extends beyond financial contributions. "Their team consistently shows up with their time, energy, and care," she said. "They are a true partner in our work, and we're grateful for their investment in families and our community." The annual San Francisco Business Times Corporate Philanthropy Awards recognize organizations that demonstrate exceptional commitment to charitable giving and community impact, with rankings based on cash contributions to Bay Area charities. RCU's 2025 Community and Social Impact Report provides additional information about its community giving, volunteer service and nonprofit partnerships. Visit redwoodcu.org/about/community-programs to read the full report.
Redwood Credit Union appoints Jen Brooks Harris, Divine David, and Keith Hildesheim to senior leadership roles. * August 13, 2026 Redwood Credit Union (RCU), which offers full-service personal and business banking throughout the North Bay and San Francisco, has announced the promotion of Jen Brooks Harris and Divine David and the hiring of Keith Hildesheim to senior leadership roles. Thank you for using the Press Center on CreditUnions.com! Please be aware that although CreditUnions.com has approved the content you are about to view, the document was uploaded by a third party. Therefore, CreditUnions.com does not claim responsibility for the source of this document. Jason Haley Savana Morie Andrew Lepczyk
Redwood CU announces promotions; Origence announces new associate Board members. Redwood Credit Union announced two promotions within its organization, and Origence announced the appointment of three new associate board members to its Board of Directors. New hires: * Reliant Credit Union is pleased to announce the hiring of Marlin Mei as Developer. Mr. Mei most recently served as Software Engineer III at Tracelink, Inc. In his new role at the credit union, Mr. Mei is responsible for providing technical direction and support in the development and maintenance of business software and related procedures. * The League of Credit Unions is pleased to welcome Brian Harris to the team as Senior Director of Governmental Affairs for Georgia, bringing more than a decade of experience in government affairs, legislative affairs, and political campaigns to the organization. Recognitions: * Corporate Central is proud to announce that Hunter Cliffgard, Investment Analyst, has successfully passed Level I of the Chartered Financial Analyst (CFA) Program, an internationally recognized credential that represents one of the most rigorous and respected standards in the investment management profession. Promotions: * Redwood Credit Union (RCU) has announced the promotions of Gladys Milligan and Azalia Basurto to advance its purpose of elevating the financial well-being of its members and deepening its commitment to the communities it serves. Gladys Milligan has been promoted to regional vice president, Member Experience. In her new role, Milligan will provide strategic leadership and support to branches in the counties of Napa, Marin, and San Francisco, ensuring exceptional member and team member experiences while supporting Redwood Credit Union's strategic priorities. Azalia Basurto has been promoted to branch experience manager. In her new role, Basurto will focus on strengthening community partnerships and expanding access to financial education programs such as Bite of Reality and others to those living throughout Lake County, helping individuals and families build confidence and improve their financial well-being. Appointments: * Origence announced the appointment of three new associate members to its Board of Directors. The new associate Board members are: * Bill Brown, president and CEO of Citadel Credit Union. Brown brings more than 25 years of financial services leadership, holding executive roles at global banks, regional financial institutions, and community-focused organizations. His expertise spans retail and digital banking, business and wealth management, consumer lending, and operational risk. * Chad Shane, president and CEO of Canvas Credit Union. Shane brings more than two decades of experience in credit union lending and leadership. He previously served as chief lending officer at Canvas, where he led lending strategy and operations, and has held progressive leadership roles across the organization. * Geoff Lundfelt, president and CEO of Global Credit Union. Lundfelt brings more than 28 years of credit union leadership experience. Under his leadership, Global Credit Union has grown significantly in scale and reach while maintaining a strong focus on member service and operational performance. * Royal Credit Union (Royal) is proud to announce Senior Vice President of Payments and Digital Services, Jeni Brantner, has been appointed to serve as a Public Member of the State of Wisconsin's 2026 Joint Legislative Council Study Committee on Cryptocurrency. Brantner will help evaluate cryptocurrency-related technologies, review regulatory considerations, and make recommendations to support responsible development. The committee's work will help inform discussions around digital assets, blockchain technology, consumer protection, and innovation in Wisconsin's financial services landscape.
Redwood Credit Union promotes Gladys Milligan, Azalia Basurto to elevate member experience, community partnerships. NAPA, Calif., July 22, 2026 - Redwood Credit Union (RCU), which offers full-service personal and business banking throughout the North Bay and San Francisco, has announced the promotions of Gladys Milligan and Azalia Basurto to advance its purpose of elevating the financial well-being of its members and deepening its commitment to the communities it serves. Gladys Milligan has been promoted to regional vice president, Member Experience. In her new role, Milligan will provide strategic leadership and support to branches in the counties of Napa, Marin, and San Francisco, ensuring exceptional member and team member experiences while supporting Redwood Credit Union's strategic priorities. Milligan joined Redwood Credit Union in 2019 and previously served as branch experience manager in American Canyon. In her new role, she will focus on strengthening community relationships, driving membership and deposit growth, and bolstering member engagement. She will lead teams in connecting members with solutions that support their financial well-being, such as down payment assistance, coaching and other developmental opportunities, while supporting operational excellence across the organization. "Gladys has earned the trust and respect of her colleagues, members, and community through her commitment to service and operational excellence," said Mishel Kaufman, RCU Chief Operating and Risk Officer. "Her leadership, dedication, and ability to build strong relationships make her an excellent fit for this role, and we look forward to her continued success." Prior to joining RCU, Milligan worked with WaMu/Chase, Travis Credit Union, and First Northern Bank. She holds a Bachelor of Science degree in Business Administration with a concentration in Strategic Management from Sacramento State University. Milligan serves as chief financial officer for the American Canyon Chamber of Commerce and treasurer for the American Canyon Community and Parks Foundation. She is also actively involved in financial education initiatives, working with American Canyon High School and Up Valley Family Centers to bring financial literacy resources to local communities. Azalia Basurto has been promoted to branch experience manager. In her new role, Basurto will focus on strengthening community partnerships and expanding access to financial education programs such as Bite of Reality and others to those living throughout Lake County, helping individuals and families build confidence and improve their financial well-being. Basurto began her career with Redwood Credit Union in 2006 as a part-time teller in Rohnert Park. Throughout her 20-year career with RCU, she has held several positions, including senior member relationship specialist, training specialist in the Educational Development Department, and branch service manager. She also helps lead RCU's DEI committee. In 2019, she relocated to Lake County, where she helped establish and grow RCU's presence in the community as the branch service manager of RCU's Lower Lake branch. "Throughout her 20 years with Redwood Credit Union, Azalia has demonstrated a deep commitment to our members and communities," said Mishel Kaufman, RCU Chief Operating and Risk Officer. "Her passion for financial education and community outreach has made a meaningful impact on Lake County, and we are excited to see her expand that work in her new role." Basurto holds an associate degree in Behavioral Science, a bachelor's degree in Sociology, and certifications as a Certified Credit Union Financial Coach and Certified Sales and Service Facilitator. She is passionate about bringing practical, inclusive, and accessible financial education to schools, local organizations, and community groups throughout Lake County. About Redwood Credit Union Founded in 1950, Redwood Credit Union is a full-service, not-for-profit financial institution providing personal and business banking to consumers and businesses in the North Bay and San Francisco. With a mission to passionately serve the best interests of its members, team members, and communities, RCU delivers many ways for its members to save and build money through checking and savings accounts, auto and home loans, credit cards, digital banking, business services, commercial and SBA lending, and more. Wealth management and investment services are available through Redwood Wealth Management, and insurance and auto-purchasing services are also offered through RCU Services Group (RCU's wholly owned subsidiary). RCU ended June at $10.7 billion in assets and $13.2 billion in assets under management and serves more than 538,000 members with full-service branches in San Francisco and across the North Bay. For more information, call 1 (800) 479-7928, visit redwoodcu.org, or follow RCU on Facebook, Instagram, X, and LinkedIn for news and updates.