Demo

Credit Union Operations Consultant

Cornerstone League
Plano, TX Temporary
POSTED ON 1/19/2025
AVAILABLE BEFORE 4/19/2025

Job Description

Job Description

Salary : $95,000 - $101,000

REPORTING RELATIONSHIPS

Position Reports To : AVP Business Operations Consulting & Internal Audit

Position Supervises : N / A

SUMMARY OF POSITION

This position is responsible for assisting the Business Operations Consulting AVP in creating and performing credit union business operations consulting services, including but not limited to : Interim CEO and CFO Assistance, Specialty Commercial Program Services, Member Business, and more based on credit union strategic management needs. The scope of consulting engagements includes project implementation, branch operations, interim senior management and oversight, accounting operations, and regulatory training for credit union management, volunteers, and staff.

ESSENTIAL FUNCTIONS

  • Provide onsite and remote Interim CEO and CFO Assistance for credit unions that are in the process of transition of senior management level personnel to ensure daily operations and managerial oversight continue : duties can include, but are not limited to :

Management and General Oversight of the credit union's daily operations

  • Attending Board meetings
  • Review, Update, and Establishment of policies and procedures
  • Preparation of Financials, Trends, Key Ratios, ALM, and ALCO Reporting
  • Assist in the hiring process of replacement key personnel
  • Training of key replacement personnel
  • Provide onsite and remote Accounting Manager Assistance for credit unions that includes but is not limited to daily balancing and oversight of EOD, EOM, EOQ, and EOY procedures.
  • Perform onsite and remote financial consulting services, including but not limited to general ledger account reviews, general reconciliations assistance, bank reconciliation assistance, and call report preparations with audit / examination assistance.
  • Provide Budget Trend Analysis to prepare or assist the credit union in the preparation of the credit union's annual budget.
  • Review and assist credit unions with program implementation and or operational initiatives from strategy development / core conversions to include but are not limited to project / resource management / implementation.
  • NOTE : The list of essential functions is not exhaustive. It may be supplemented as necessary from time to time.

    QUALIFICATIONS

    Education / Certification : Required at least a bachelor's degree in accounting, finance, or business administration or equivalent work experience to specialization in the financial industry.

    Required Knowledge : High knowledge required in credit union-specific accounting practices, generally accepted accounting principles (GAAP), credit analysis, financial institution regulations and compliance, credit union operations, and financial management best practices.

    Experience Required : 5 years of credit union operations experience and at least three years of financial / internal audit experience.

    Skills / Abilities : Intermediate mathematical skills required (calculations and concepts involving decimals, percentages, fractions, etc.). Skills in the use of a personal computer to prepare financial statements. Computer skills to understand various areas of a computer system. Must possess the ability to think independently while performing various accounting, financial, and performance analyses.

    PHYSICAL ACTIVITIES AND REQUIREMENTS OF THIS POSITION

    Primarily sitting at a computer. On occasion, carry a laptop computer and up to 25% travel required by air or vehicle.

    WORKING CONDITIONS

    No hazardous or significant unpleasant condition (such as in a typical office)

    MENTAL ACTIVITIES AND REQUIREMENTS OF THIS POSITION

    Reasoning Ability : To apply logical or scientific thinking to define problems, collect data, establish facts and draw conclusions. Able to interpret a variety of technical instructions and can deal with multiple variables.

    Mathematics Ability : Able to perform basic statistical calculations, including frequency distributions, reliability and validity of tests, standard curve, analysis of variance, correlation techniques, chi-square application, sampling theory, and factor analysis.

    Language Ability : Able to read periodicals, journals, and manuals. To prepare business letters, proposals, summaries, and reports using prescribed format and conforming to all punctuation, grammar, diction, and style rules. The ability to conduct training, communicates at panel discussions, and make a professional presentation.

    BENEFITS

    We believe that our team members are our greatest asset, and were committed to creating a work environment that supports your personal and professional growth. Heres what you can look forward to as part of our team :

  • Comprehensive Health Plans : Your well-being is important to us! Enjoy access to medical, dental, and vision insurance to keep you feeling your best.
  • Generous Time Of f : Recharge with our unlimited vacation policy, plus paid holidays, to help you maintain a healthy work-life balance.
  • Retirement Savings Pla n : Plan for your future with our competitive retirement savings options, including employer matching to help you reach your goals faster.
  • Disclaimer

    The above information in this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. Additional functions and requirements may be assigned by supervisors as deemed appropriate.

    In accordance with the Americans with Disabilities Act, it is possible that requirements may be modified to reasonably accommodate disabled individuals. However, no accommodation will be made which may pose serious health or safety risks to the employee or others or which impose hardships on the organization.

    This job description is not intended to create an employment contract. Cornerstone maintains its status as an at-will employer.

    Salary : $95,000 - $101,000

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