AVP, Financial Planning & Analysis

San Diego, CA, United States

Overview:

Following established procedures and under general direction of the SVP, Chief Fnancial Officer, this position plans, organizes, and directs the financial planning reporting and analytics division in Finance. This position will advise the SVP, Chief Financial Officer on a variety of matters pertaining to the management and operation of the Credit Union. This position will be critical in assisting the executive management team in forming strategic goals of a growing Credit Union. While maintaining accuracy in the preparation of financial statements, this role also provides development, direction, and guidance to Finance department personnel as well as the immediate oversight of the financial analysts.

Responsibilities:

Operational Accounting/Finance:

Develops the annual Operating Plan and oversees preparation of monthly financial statements.

Develops financial strategies, investment objectives, liquidity positions, capital adequacy, new business ventures, financial policies, and strategic plans.

Prepares financial reports including ALCO (Asset Liability Committee), ALM and ad-hoc reports.

Participates and contributes in Credit Union ALCO committee meetings.

Exercises discretion and independent decision-making to oversee the strategic financial planning and investing necessary to assist the growth of the credit union in a manner that supports the credit unions mission and increases the profitability of the organization.

Performs analysis of the firms interest rate, credit, liquidity, and concentration risk exposures, ensuring that the credit union operates safely, soundly and within policy limits.

Ensures all financial statements, accounting and financial activities comply with GAAP and regulatory requirements.

Prepares studies, reports, and analyses in areas such as budgets, forecasts, financial plans, governmental requirements, statistical reports, cash flow projections, business forecasts, and variance analysis for executive and board-level decision-making.

Makes recommendations to the management regarding cost saving or profit generating opportunities and strategies.

Creates & maintains desktop procedures for financial modeling systems and critical tasks.

Prepares financial statements and commentary summarizing organizations current financial position.

Stay abreast of regulatory changes and share information as appropriate.

Attends seminars, industry events and community events in support of professional and business development.

Works with external auditors and government agency examiners to ensure the Credit Union is in compliance with GAAP, government regulations, and corporate policies/procedures.

Performs other duties as required.

People and Organization Management

Selects, Develops & Manages Talent. Selects and retains talent with skills, abilities and behaviors that focus on results while cultivating the Credit Unions culture. Improves and reinforces performance in others and develops talent for critical positions and/or future leadership roles.

Ensure employees are provided with effective feedback on their performance and their career that results in increased performance and commitment. Identifies & recommends learning/development opportunities for team members.

Develop and cascade clearly defined goals and objectives for team members. Assure that the business plan is well communicated and understood by all. Conduct regular business update meetings to keep team abreast of business results and progress to date.

Provide guidance and motivate others to work well together in accomplishing the teams purpose and objectives. Ensures goals are well understood and creates a collaborative environment. Fosters an environment of trust where the team feels recognized, valued, engaged, motivated, inspired and thrives.

Establishes positive employer-employee relationships and promotes a high level of employee morale, trust and integrity. Oversees staff evaluations of departmental personnel in cooperation with directly reporting management.

Effectively recruits, develops and supervises accounting staff for optimal performance.

Establishes and maintains effective employee relations through objective setting, delegation and open communication.

Conducts regular individual and group staff meetings and provide constructive feedback.

Champion the BluPeak cultural environment internally and externally.

Formulates and implements corrective actions as needed.

Other Responsibilities:

Follow record retention guidelines as published by regulatory agencies and federal and state record retention laws.

Adhere to company policy and procedure, complete annual compliance training, comply with business continuity and vendor management policy. These are crucial to the success of the organization and have regulatory compliance and/or safety and soundness for the sustainability of the credit union.

Comply with all Anti Money Laundering laws such as the Bank Secrecy Act, OFAC and USA PATRIOT Act and all related policies and procedures including accurate Member/Customer Identification Program, member due diligence, accurate OFAC match processing, and reporting unusual activities and suspected fraud.

Other duties as assigned.

SUPERVISORY RESPONSIBILITIES

Supervise finance staff.

Qualifications:

EDUCATION and/or EXPERIENCE

Bachelors degree (BS) or equivalent from a four-year college in Accounting and 8 - 12 years related experience in financial and operational accounting is required; or an equivalent combination of education and experience. Minimum of five years supervisory experience required. Credit union or financial institution experience highly preferred. Strong experience with financial systems.

TECHNOLOGY PROFICIENCY

To perform this job, the employee must possess applicable technology skills and demonstrated expertise. Experience working with Microsoft Applications such as Excel, Word, PowerPoint, Access, and Outlook along with analytical platforms such as PowerBI. Advance working knowledge of Excel is required. Ability to learn new applications quickly and general knowledge of network and database usage is required.

CERTIFICATES, LICENSES, REGISTRATIONS

Certified Public Accountant (CPA) certificate, or other related professional certification, is preferred.

OTHER QUALIFICATIONS

To perform this job, the employee must possess strong interpersonal skills, good phone and e-mail etiquette, a professional presentation, and a high degree of personal initiative. Interpersonal skills including, but not limited to, motivating and influencing others, maintaining a significant level of trust and diplomacy, fostering internal and external business relationships. This position requires the employee to work during regular business hours and occasional nights or weekends as needed to meet established department deadlines.

Ability to exercise discretion and independent decision-making within the scope of finance, accounting, and operations. The ideal candidate will possess outstanding presentation, communication and coaching skills, high integrity, ability to demonstrate sound reasoning and judgment, and be team oriented. Strong analytical and quantitative skills, along with highly complex conceptual thinking ability, and the ability to handle multiple projects simultaneously to meet work deadlines. Ability to interact and communicate effectively, both orally and in writing, in a positive and professional manner with all levels of staff and with auditors and examiners.

Must be able to work hybird remote from our Corporate Office in San Diego, CA.

BluPeak Credit Union is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex including sexual orientation and gender identity, national origin, disability, protected Veteran Status, or any other characteristic protected by applicable federal, state, or local law.

Employment may be contingent upon BluPeak Credit Unions receipt of an acceptable and job-related background check, drug screen and credit check verification, as applicable and permissible by law. BluPeak Credit Union is committed to working and provide reasonable accommodation to applicants with physical, mental disabilities and sincerely held religious beliefs. For more information, contact Human Resources.

PM17

Min:

USD $87,000.00/Yr.

Max:

USD $130,000.00/Yr.

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