SVP CHIEF FINANCIAL OFFICER

Overview UNCLE Credit Union has been recognized as the Best Credit Union in the East Bay for 7 consecutive years and has been voted a Top Workplace for 4 consecutive years (2022–2025). We are committed to innovation, service excellence, and empowering our members through technology. Responsibilities Provide exceptional and friendly service externally and internally. Oversees the Finance and Audit/Compliance divisions to ensure division goals are achieved. In Conjunction with the AVP of Compliance, assess and advise on current and emerging legislative/regulatory policy. Manage direct reports to maximize productivity and efficiency, including hiring, directing job assignments, monitoring staff performance, coaching, counseling, training, assuring compliance with regulatory requirements and the credit union’s mission values, policies and work rules. Appraise performance and provide recommendations for staff compensation, promotion, and termination, as appropriate. Also develop career plans for direct reports as potential successors and implement actions needed to ensure adequate successors are developed in accordance with a succession plan. Oversees the accurate and timely reporting of financial and regulatory reports to assure compliance in the most cost effective manner and minimize legal liabilities. Oversees, analyzes, evaluates and interprets statistical and financial reporting on the status of credit union to provide management and the Board of Directors information useful for decision making. Communicates in a timely and accurate manner with the Board of Directors, Audit Committee, Senior Managing Committee, credit union personnel and other interested parties regarding strategic initiatives, financial results and policies which affect the credit union. Assists in the long-term strategic planning, helping to establish financial goals, objectives and key measures of performance as well as providing scenarios to recognize trends and identify risks. Oversees budget planning, preparation, administration processes to manage financial performance and operating efficiency and achieve the credit union’s strategic objectives. Manages and optimizes the investment portfolio returns and borrowing portfolio costs, while minimizing overall risk to the credit union and safeguarding credit union assets. Monitors interest rate, credit, portfolio and liquidity risk status and set limitations as deemed necessary by Asset Liability Management Committee or the Board of Directors. Coordinates monthly ALCO meetings. Prepares monthly reports and quarterly simulations to monitor risk limits. Updates the Financial Management and Liquidity Management Policy in accordance with state and federal rules and regulations. Serves on several committees as required, such as Senior Managing Committee, Senior Loan Committee, Asset Liability Committee, Compliance Committee, and IT Steering Committee. Oversees the measurement of branch profitability and provides key input for measuring product profitability. Serves as trustee for the Employee’s Pension Plan representing the plan participants best interest in a manner that assures accurate accounting and compliance with all pertinent regulations. Negotiates significant vendor contracts in a manner that protects the financial interests of the credit union and provides superior value to the member. Performs due diligence reviews of potential vendors to assess their future financial viability. Responds to requests for information and assists credit union divisions, examiners, auditors and members as it relates to finance and pension plan functions. Acts as division liaison, establishing and maintaining effective relationships, with internal and external auditors and examiners. Performs related duties and responsibilities as required. Knowledge, Skills and Abilities Ability to motivate or influence others internally or externally at a senior level. Ability to effectively manage Ability to deliver material presentations on complex topics Ability to communicate with others and to assimilate and understand information, in a manner consistent with the essential job functions. Ability to make sound decisions in a manner consistent with the essential job functions. Ability to act in an ethical and professional manner consistent with the essential job functions. Experience in accounting, financial management, investment portfolio management and administration and principles of personnel management. Education and Experience Sufficient education, training, and/or work experience to demonstrate possession of the following knowledge, skills and abilities. Minimum Five to 10 years of similar or related experience, including time spent in preparatory positions Possession of a Bachelor’s Degree from an accredited college with a major in Accounting, Business or other closely related field. CPA certificate or Master’s Degree in Accounting or Business Administration preferred Compensation $200-250K/year base salary DOE, plus comprehensive compensation package. Benefits Competitive salary with performance-based and corporate bonuses. Comprehensive health, dental, and vision insurance. 401(k) with 4% employer match. Defined Benefit Plan—100% employer contribution. Professional development and career advancement opportunities. #J-18808-Ljbffr

Created: 2025-09-17