Redwood Credit Union

Full-service credit union banking & loans

Senior Vice President of Accounting and Finance

Financial AccountingConfirmed live in the last 24 hours

Full-time

About the Job

Requirements

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 regulatory reporting requirements for credit unions.
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.
Strong negotiation skills.
Skill in operating a personal computer and spreadsheet, word-processing, and presentation software with intranet and internet access.
Ability to effectively plan, lead, organize, and control to assure successful completion of departmental goals and Credit Union objectives.
Ability to provide strategic business direction to support business plans, risk management objectives, and other strategic initiatives.
Ability to analyze problems and opportunities, identify and evaluate alternatives, and develop sound, 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, both verbally and in writing.
Ability to establish and maintain effective working relationships with directors, regulators, Members, team members, attorneys, vendors, and other parties.
A bachelor's degree in accounting, finance, or a closely related field is ideal; a minimum of twelve years of experience at a financial institution and five years of progressive leadership experience are specified.
MBA and CPA are preferred; a Certified Management Accountant (CMA) is also listed as preferred.
Occasional travel to other office locations and some evening or weekend work may be necessary to meet project deadlines or attend events.
Ability to stand, bend, stoop, sit, walk, twist, and turn; lift up to 15 pounds; and use a computer keyboard and calculator.

Responsibilities

Strategically plan, develop, organize, implement, direct, and evaluate the Credit Union's fiscal position, emphasizing alignment with strategic objectives and the accuracy and integrity of financial reporting.
Evaluate and advise Senior Leadership on the impacts of long-range plans for new programs and strategies, as well as regulatory actions.
Develop policies, procedures, and programs and implement them upon approval.
Serve on and/or direct committees to ensure effective coordination 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 meetings, Senior Leadership Team meetings, and strategic planning sessions.
Collaborate with leaders of other departments 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, recommend growth and pricing strategies, and identify 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 as a Senior Leadership Team member in developing the Credit Union's plans and programs.
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, emphasizing 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.
Coordinate information needed for Credit Union audits by accountants, the supervisory committee, regulatory 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.

Redwood Credit Union is seeking a strategic, experienced, and hands-on financial leader to join our leadership team as a Senior Vice President of Accounting and Finance. In this key role, you will strategically plan, develop, organize, implement, direct, and evaluate Redwood Credit Union's fiscal position with an emphasis and focus on the financial position as it relates to the strategic objectives and the overall accuracy and integrity of financial reporting.

Key Responsibilities

Executive Management:

• Evaluate and advise Senior Leadership on the impact of long-range plans for new programs/strategies and regulatory action and their impact.

• Develop policies, procedures, programs, and implement these upon approval.

• Serve on and/or direct a number of committees to ensure effective interface among Accounting and Finance and Senior Leadership, departments and branches to ensure established policies, programs, objectives, and goals are communicated.

• Attend and actively participate in Board of Directors meetings, Senior Leadership Team meetings strategic planning sessions, etc.

• Collaborate with leaders of other departments to prepare for critical business opportunities.

• Represent Redwood Credit Union to outside entities such as examiners, auditors, vendors, and support companies.

• Communicate the Credit Union’s actual performance versus budgets and objectives to Senior

Leadership, recommending growth and pricing strategies as well as areas for improvement.

Planning:

• Direct, develop, coordinate, and monitor fiscal decisions and budgetary process.

• Translate RCU’s strategic business plans into accounting strategies and operational plans.

• Participate in the development of the Credit Union's plans and programs as a member of the SLT.

• Develop and implement plans and policies to attain goals and objectives, measures progress and implements 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 Team to allow better service to Members.

• Review and identify cost effective and efficient utilization of Redwood Credit Union.

Program Management:

• Ensure RCU accounting practices are current within the industry with an 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 of work and efficient operation.

• Establish credibility throughout the organization through effective listening and problem solving.

• Conduct departmental meetings to disseminate pertinent information, and discuss procedures, policies and/or problems to ensure optimum teamwork at all times.

• Coordinate the development and maintenance of written Accounting Department procedures.

• Ensure timely payment of bills and maintaining accurate files.

• Ensure the maintenance, retention, storing and control of all records, receipts and documents relating to the operation of the Credit Union.

• Ensure the accurate preparation and timely submittal of reports to appropriate departments and outside agencies.

Ensure preparation of RCU financial reports including, but not limited to financial statements, branch accounting, projections, analysis, and cost accounting of services.

• Ensure reconciliation of cash, general ledger accounts, overages and shortages and general ledger.

• Coordinate information necessary for Credit Union audits by accountants, supervisory committee, regulator examinations, CUNA Insurance, or any approved agency or firm.

• Review, analyze and implement procedural changes in maintaining accounting and auditing requirements.

• Provide leadership and guidance for direct reports.

• Recruit, select, train, motivate, mentor, evaluate, and develop direct reports.

• Provide exceptional service to all Members and internal clients.

• Direct the recruitment, development, training and performance review of Accounting and Finance team members.

• Establish and maintain sound relationships with financial institutions, including commercial and investment institutions.

• Ensure the accurate execution of financial instrument purchases such as certificates and investment bonds. Provide recommendations for investment portfolio management.

• Ensure the accurate preparation and analyze asset/liability management reports. Provide recommendations to manage interest rate risk.

Other Functions:

• Collect and compile data and provide analysis for complex special projects as assigned.

• Performs other related duties as required.

• Establish and maintain relationships with key contacts in the community including volunteer centers and non-profit organizations.

• Participate in community events, community volunteer boards & associations.

If you are a visionary leader with a passion for driving results and making a difference, we want to hear from you! Apply now to join our team and help shape the future of our company.

ABOUT REDWOOD CREDIT UNION (RCU):

At Redwood Credit Union, our mission is to passionately serve the best interests of our Members and communities. Since 1950, we have been dedicated to supporting the financial well-being of our Members through better rates, low or no fees, and best-in-class customer service. Our purpose is to inspire hope and elevate the financial well-being of our communities one person at a time, through good times and bad.

As a not-for-profit financial institution, we are committed to a people-first approach, which is reflected not only in how we serve our Members, but also in how we treat our employees. Our leadership team is deeply focused on fostering a culture of heart and empathy, integrity, passion, inclusion, meaningful relationships, excellence, and ensuring financial well-being for all.

Why work for Redwood Credit Union?

•21st largest credit union in the U.S. and the largest financial institution based in the North Bay

•Recognized by Newsweek as one of "America's Best Credit Unions 2026"

•Awarded a 5-Star Bauer Rating

• Recognized by Newsweek as one of "America's Greatest Midsize Workplaces 2026"

•Top Corporate Philanthropists (#24) - San Francisco Business Times

•Voted Best Places to Work in the North Bay 21 years in a row

•World-class Employee Engagement scores

•Rated Superior in Service by more than 90% of Members, surveyed by SF Gate

•Industry leading Net Promoter Scores across the U.S.

Minimum Qualification: Knowledge, Skills and Abilities

In depth knowledge of financial auditing, accounting, finance, and cost accounting related to credit union or financial institutions.
Thorough knowledge of regulatory requirements for financial institutions, with knowledge of regulatory reporting requirements for credit unions.
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 condition.
Knowledge of data processing, relating to designing programs and systems to accommodate workflow and reporting.
Strong negotiation skills.
Skill in the operation of a personal computer and spreadsheet, word processing, and presentation software with Intra/Internet access.
Ability to effectively plan, lead, organize, and control to assure successful completion of departmental goals and Credit Union objectives.
Ability to provide strategic business direction to support business plans and risk management objectives, and all other strategic initiatives.
Ability to analyze problems and opportunities, identify and evaluate alternatives, and develop sound, effective approaches.
Ability to plan, implement, and evaluate the achievement of goals, objectives, and work plans.
Ability to lead, motivate, and direct team members. Ability to communicate effectively, both verbally and in writing.
Ability to establish and maintain effective working relationship with a diverse group of people including directors, regulators, Members, team members, attorneys, vendors, and other parties.
This position requires occasional travel to other office locations, and some evening or weekend work may be necessary to meet project deadlines or attend events.

Licenses and Certifications

CPA preferred or Certified Management Accountant (CMA)

The ideal candidate has a bachelor's degree in accounting, finance, or closely related field, with a minimum of twelve years’ experience at a financial institution, and a minimum of five years of progressive leadership experience. MBA and CPA preferred.

Compensation: Base starting range: $300,000 to $335,000 annually commensurate with experience.

Our base salary starting range is based on scope and responsibilities of the position, candidate's work experience, education/training, key skills, and internal peer equity. We offer a competitive total rewards package including a wide range of medical, dental, vision, financial, and other benefits.

Redwood Credit Union offers a robust benefits package to our eligible employees including:

• Competitive medical, dental, and vision insurance, mental health offerings

• Employee performance incentive plan

• Salary Advancement– Merit increase based on performance

• 401(k) program with employer match

• Time Off- Competitive PTO accrual plus 11 paid company holidays and your birthday off!

RCU Discounts and Perks:

• Longevity program (sabbatical) based on every five years of service

• RCU employees are eligible for a .75% discount off RCU standard collateral auto loans

• RCU employees are eligible for a 1% discount on all recreational or boat loan products

• 2% discount off Visas and LOC Loans through RCU

• 0% interest loan to support employees with various immigration related expenses such as visa application fees and relocation costs. Loan amount up to $1,000.

• 0% interest loan to support employees with expenses associated with the naturalization process. Loan amount up to $15,000.

• 0% interest on garment, fitness, or home office equipment loan of up to $500

• 100% financing for employee purchased homes!

Physical Requirements:

• Ability to stand, bend, stoop, sit, walk, twist, and turn.

• Ability to lift up to 15 pounds.

• Ability to use a computer keyboard and calculator.

• Work environment is indoors; majority of the time is spent sitting at a desk.

*Redwood Credit Union is not offering Visa transfers and/or sponsorships for this position.

Internal Team Members: If you are a current Team Member, please apply through the internal careers page located in RCUNET.

We are an Equal Opportunity Employer

About the Company

Redwood Credit Union

Full-service credit union banking & loans

Redwood Credit Union is a member-owned financial cooperative serving California’s Northern Bay Area. It offers personal and business banking services including checking and savings accounts, certificates, loans (auto, home), insurance, wealth management, and online/mobile banking. Members deposit funds to open accounts and borrow via loans or lines of credit with advertised rates, while digital tools and support keep accounts accessible. Its goal is to help members save, plan, and manage money while supporting the local communities it serves.

Company size: 201-500
Company stage: Not listed
Total funding: Not listed
Headquarters: Santa Rosa, CA
Founded: 1950

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