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University of Iowa Community Credit Union Chief Financial Officer in North Liberty, Iowa

Position Summary

Responsible for annual budgeting, asset-liability management, balance sheet optimization, and execution of the Credit Union’s overall financial strategies. Manage accounting, recordkeeping, and financialreporting activities in accordance with generally accepted accounting principles that help GreenState achieve its goals. Responsible for the management and reconciliation of the credit union’s investmentportfolio. Oversee and participate in the overall financial and strategic planning for the credit union. Perform other special projects and assignments as may be directed by the President/CEO.

GREENSTATE CULTURE:

At GreenState, we exist to create lasting value for those we serve. We do this by putting immense value into our employees, members and communities. We empower our employees to create endless opportunities, which will then impact the lives of our members and enhance the vitality of our communities.

This is an onsite position located at our headquarters in North Liberty, IA.

Essential Duties and Responsibilities

Performs essential duties and responsibilities in the following areas which may include but are not limited to those listed and are subject to change.

  • Adheres to the Credit Union's core values and Service Standards in conducting GreenState'smission and vision.

  • Demonstrates a positive member service (internal and external) focus at all times.

  • Demonstrates teamwork in all interactions with coworkers and in the completion of all duties andresponsibilities.

  • Ensures confidentiality of member information.

  • Supports a diverse and inclusive work environment.

  • Leads creation of the annual budget in collaboration with the Leadership Team. Presents the finalbudget to the board of directors for approval.

  • Leads the asset and liability structure of the Credit Union in coordination with the ALCO team.Specific responsibilities include:

  • Chairs and acts as a voting member of the Asset Liability Committee.

  • Participates in and approves of discussions and processes/methods utilized related topricing of loan and deposit products, and updates and prepares monthly ALMspreadsheets.

  • Models balance sheet structure risks, proposes, and drives actions relative to loans,deposits and related pricing.

  • Risk analytics including stress testing/scenario planning.

  • Directs the production of the Asset Liability Committee Report.

  • Ensures Board and staff are adequately apprised of pertinent ALM outcomes.

  • Ensures periodic education of Board and staff on ALM techniques.

  • Manages the Credit Union’s investment portfolio and asset/liability management policies, incoordination with the President/CEO, and periodically reports activity to Board of Directors.

  • Development and execution of the Credit Union’s short and long-term strategy for balance sheetoptimization, including responsibility for all loan participation activity.

  • Oversees financial planning and analytics capabilities, providing direction, insight, and approach,acting as a resource to multiple organization constituencies. Includes forecast and planning,branch and other relevant profitability and performance models.

  • Coordinates the CPA audits, along with state and federal examinations.

  • Manages the Credit Union’s borrowing portfolio.

  • Supervises the preparation and distribution of monthly, quarterly, and annual financial reports.

  • Proactively keeps up to date with financial and industry developments. Is a source for institutionaleconomic and marketplace data and insights.

  • Keeps appraised of the latest financial management tools and techniques and evaluate fit for theCredit Union to ensure processes and methods remain relevant.

  • Monitors staffing requirements for accounting and finance departments, including staff selection,development, performance evaluations, and scheduling.

  • Provides coaching, motivation, and support for subordinates, and develop career plans resultingin highly motivated, well-trained staff.

  • Prepares and conducts performance evaluations, prepares documentation for retention inpersonnel files. Working with HR, recommends and implements disciplinary actions andappropriate staff counseling within the department as needed.

  • Coordinates, tracks, and monitors daily scheduling within those that report directly to this positionincluding overtime, leave of absences, and prepares periodic tracking reports for the HumanResources department.

  • Meets attendance standards to perform job functions including physical presence to provide teamoversite, coordination of work, and ongoing feedback.

  • Plays a vital role in enriching the community by participating in community service organizationsand/or Credit Union sponsored events on an annual basis.

  • Voting member of the Commercial/Business Loan Review Committee.

Job Requirements/Expectations

  • Bachelor's Degree in finance, accounting or related field; with a minimum of 10-15 years offinancial leadership experience. A Certified Public Accountant is desired but not required.

  • Thorough knowledge and understanding of the credit union’s financial products and servicesreports, and the credit union’s products and services delivery systems.

  • Experience working for a large financial institution greater than $10B in assets is preferred.

  • Experience working with the Finance Board Committee and strong knowledge, understanding,and experience building profitability and pricing models.

  • Experience with CFPB is preferred.

  • Supervisory experience with demonstrated leadership ability and team building skills.

  • Ability, availability, and willingness to work additional and/or unconventional hours as demandedby the workload.

  • Must be bondable.

Reporting Relationship

This position reports to the President and CEO.

Supervisory Responsibilities

This position is responsible for the supervision of others.

Equal Opportunity Employment Statement

GreenState Credit Union is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.#LI #ID

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ID 2024-3742

Category CEO

Employment Classification Exempt Full-Time

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