Vice President of Finance/Accounting

The Vice President of Finance (VP of Finance) serves as a key executive leadership team member, responsible for the strategic financial management and stewardship of the credit union’s financial operations. This role oversees financial planning and analysis, budgeting, asset-liability management (ALM), treasury functions, accounting operations, and regulatory compliance. The VP of Finance will ensure the integrity, accuracy, and transparency of financial reporting while driving financial strategies that support the credit union’s long-term growth, stability, and mission of serving members.

Primary Responsibilities and Duties

• Lead the development and execution of short- and long-term financial strategies aligned with the credit union’s mission, vision, and business goals.
• Advise the CEO, Board of Directors, and executive team on financial planning, investment strategies, risk management, and business growth opportunities.
• Support and influence strategic decision-making with data-driven financial modeling and scenario analysis.
• Direct all accounting functions, including general ledger, accounts payable/receivable, payroll, and month-end/year-end close processes.
• Ensure timely and accurate financial reporting in accordance with Generally Accepted Accounting Principles (GAAP) and regulatory requirements (e.g., NCUA, CFPB).
• Oversee the preparation of monthly, quarterly, and annual financial statements and board reporting packages.
• Manage liquidity, interest rate risk, and balance sheet optimization through effective ALM practices.
• Develop and monitor investment strategies that maximize returns within the credit union’s risk tolerance and policy framework.
• Participate in setting loan/deposit rates.
• Assist/serve as trustee of the credit union’s 401K plan.
• Help/develop, perform, and oversee various internal audit procedures, i.e., cash counts, teller drawer audits, review of employee accounts, loan documentation, wire transfers, etc.
• Oversee cash flow management and funding strategies to ensure operational and lending liquidity.
• Ensure compliance with all applicable federal and state financial regulations and internal policies.
• Serve as liaison with external auditors, examiners, and regulatory agencies; coordinate annual audits and regulatory exams.
• Directly or through subordinates, oversee and manage the financial and accounting functions of the credit union to include: ALM, CECL, AP, AR, budgets, collections, GL, financial analysis, and financial
• reporting and recordkeeping, investments, payroll, and taxes.
• Identify and mitigate financial risks through internal controls and ongoing risk assessments.
• Lead the annual budgeting process, including departmental collaboration and executive presentation.
• Participate in interviewing, hiring, and training activities.
• Track performance against budget and provide variance analysis to executive leadership and the board.
• Build, mentor, and lead a high-performing finance and accounting team.
• Hold periodic staff meetings. Identify areas for improvement, changes in procedures, new developments, or changes in services or products. Keep staff up to date on trends and general credit union information.
• Prepare and present regular reports to the CEO and Board of Directors.
• Foster a culture of accountability, continuous improvement, and cross-functional collaboration.
• Ensure staff have access to professional development and training opportunities.

Key Skills That Will Make You Succeed at This Job:

• Expert-level knowledge of GAAP, NCUA regulations, and financial institution operations.
• Exceptional analytical, problem-solving, and decision-making skills.
• Superior leadership, communication, and interpersonal abilities.
• Ability to present complex financial information to both financial and non-financial audiences.
• Strong strategic thinking with the ability to translate vision into action.

Education and Experience:

• A bachelor’s degree in accounting, finance, or a related field is required.
• Minimum of 5 years of progressive financial leadership.
• Demonstrated success in strategic financial planning, ALM, and regulatory compliance.
• Experience with enterprise-level financial systems, core banking systems, and data analytics tools.
• Occasional travel required for conferences, training, or board meetings.

Scheduled Work Hours:

• Full time - 40hrs
• Primarily office-based at Snell Rd Branch with periodic travel to branch locations or industry events.
• Occasional extended hours or weekend work may be required for major initiatives or incident response.
• Two required all-staff training days, one in the fall and one in the spring.
• Attendance at our Annual Membership Meeting in the spring of each year.

Benefits

• In addition to a competitive salary; paid time off, 401k, incentives, and additional voluntary benefits options.
• The pay is commensurate with the experience required for the job.
• Be a part of a great team environment!

Job Type: Full-time

Pay: From $80,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Disability insurance
• Employee assistance program
• Health insurance
• Life insurance
• Paid time off
• Professional development assistance
• Referral program
• Retirement plan
• Vision insurance

Schedule:

• Monday to Friday
• Weekends as needed

Experience:

• Finance/Accounting: 5 years (Required)

Ability to Commute:

• Oshkosh, WI 54901 (Preferred)

Ability to Relocate:

• Oshkosh, WI 54901: Relocate before starting work (Preferred)

Work Location: In person

Salary : $80,000