Finance Supervisor

POSITION SUMMARY :

The primary purpose of this position is to is to provide financial analysis of credit union data, assist the Vice President Finance with financial modeling, asset / liability management, the rate setting process, credit union annual budget and other assignments as requested. This is accomplished by extracting and defining relevant information; interpreting data for the purpose of determining past financial performance and / or to project a financial probability. Other duties include developing financial reports for forecasting, trending, and results analysis; using various software applications, such as spreadsheets, databases, statistical and graphics packages to assemble, manipulate and / or format data and reports; creating and maintaining reports and databases for other departments; and performing other duties as requested.

ESSENTIAL FUNCTIONS AND SUPPORTING DUTIES :

• Reviews and confirms accuracy of reports produced by supervisees.
• Assists in the preparation of the annual budget and periodic analysis of budget projections, variances and profitability.
• Prepares financial reports to include reviews, analysis and interpretations. Assists with presenting reports to leaders when applicable.
• Assists with the organization's Asset / Liability Management (ALM) by collaborating with business partners to report and analyze liquidity and investment strategies.
• Responsible for the completion and submission of call reports and tax filings and other regulatory reporting.
• Completes various reporting requests from other departments and executive team members.
• Oversees day-to-day operations of the Finance department, which include but are not limited to : assisting with the hiring and staffing, including training and cross-training of assigned personnel; leading and directing the work of others; communicating job expectations; interpreting policies and solving problems related to policy and procedural issues for staff; motivating employees with verbal, written and informal recognition; overseeing departmental projects, scheduling, and reporting.

QUALIFICATIONS AND REQUIREMENTS :

Required Education : Bachelor's degree in accounting, finance or a related business. field.

Preferred Education : Certified Public Accountant (CPA) certification.

Required Experience : 3-5 years accounting, finance, or related progressive experience.

Preferred Experience : 1-2 years working in the Public Accounting sector.

Required Knowledge : Strong working knowledge of Microsoft Excel, including but not limited to use of complex functions (i.e., VLOOKUP, IF statements, etc.), charts, pivot tables, data manipulation, etc.

Skills and Abilities :

This job description is not an all-inclusive list of the responsibilities, skills, working conditions or essential functions of this job. Management reserves the right to modify, add or remove essential functions as business needs warrant.

We are proud to be an EEO / AA employer M / F / D / V. We maintain a drug-free workplace and reserve the right to perform pre-employment substance abuse testing.