Credit Union:

CANOPY CREDIT UNION

Region:

Spokane, WA

Closing:

8/12/2023

Learn More

Job Description:

Job Duties:

  • Monitor key financial metrics, analyze variances and provide regular reports to the executive team, Board of Directors and all staff as appropriate, highlighting areas of concern or success and recommending appropriate actions.
  • Partners with Executive team to strategize, develop and implement credit union initiatives in a manner consistent with the Strategic Business Plan.
  • Develop and coordinate the annual budgeting process ensuring alignment with strategic goals and objectives.
  • Conduct financial analysis and modeling to support decision-making on new products, services, investments and other strategic initiatives.
  • Formulate and recommend financial goals that support the Business Plan to the CEO and Management team.
  • Track and report operating expenses, mitigate financial risks and safeguard the credit unions assets.
  • Actively participate in compliance and operations audits, grant reporting and auditing, and NCUA exams including facilitating resolutions of any findings within the Finance/Accounting area.
  • Responsible for developing and maintaining internal control policies and procedures related to accounting, data, processing and finance, ensuring sound risk management and regulatory compliance.
  • Maintain familiarity with Canopy’s CDFI designation and support efforts to grow market-share in CDFI target markets.
    • This includes supporting Canopy’s efforts to apply for and utilize grant funding via providing necessary, reports and other assistance as needed.
  • Lead, coach and develop a high-performing team and hold each person accountable for meeting goals and objectives specific to their role.
  • Ensure continuing professional growth and development of self and direct reports to include education on industry news, trends, technology, consumer expectations, local business events and community engagement.

Salary range: $122,645 – $163,527/ year to start.

Requirements

  • Bachelor’s degree in Finance, Accounting, Business Administration or related field, or a CEO agreed upon equivalent; i.e. CUNA Management School, CCUE, etc. 7+ years of experience in a senior financial leadership role within the financial services industry, preferably in a credit union or community banking environment. CPA strongly preferred.
  • Comprehensive knowledge of financial management principles, regulatory compliance, and accounting standards and the ability to break them down into digestible content, so even those without a finance background can understand.
  • Strong strategic thinking abilities, with demonstrated track record of developing and implementing successful financial strategies.
  • Excellent analytical and problem-solving skills, with the ability to make data-driven decisions and provide actionable insights.
  • Must demonstrate strong leadership competency including the ability to coach, inspire and empower staff at all levels of the credit union.
  • Ability to balance the need to spend time being innovative, strategic and forward thinking with time spent focusing on day-to-day and short term needs of the credit union.
  • Demonstrated cultural competence, proven awareness of and experience establishing relationships and positive communications across multiple aspects of diversity including, but not limited to race, gender, varying ability, and class.
  • A sense of humor and an infectious positive attitude that makes our impactful work even more fun!