VP of Finance

At Coastline Federal Credit Union
, we live the philosophy of People Helping People. Every day, we build meaningful relationships and deliver financial solutions that positively impact our members, employees, and community.

We are seeking an experienced and strategic Vice President of Finance to join our leadership team. This executive role offers the opportunity to shape financial strategy, influence organizational growth, and help lead a collaborative, family‑oriented credit union committed to service excellence.

• Provide strategic leadership of Accounting and Finance functions, including hiring, coaching, performance management, and staff development.
• Lead financial strategy, annual budgeting, forecasting, and financial analysis, including scenario modeling and budget‑to‑actual reporting.
• Oversee accounting operations, financial reporting, internal controls, audits, regulatory examinations, and Call Report preparation in accordance with GAAP and NCUA requirements.
• Manage relationships with outsourced financial partners, auditors, consultants, and vendors to ensure operational efficiency, service quality, and accountability.
• Support and oversee the Asset/Liability Management (ALM) program, including liquidity management, interest rate risk monitoring, investment oversight, and ALCO reporting.
• Direct financial analytics and business intelligence efforts through KPI monitoring, dashboards, and profitability analysis to support data‑driven decisions.
• Prepare and present financial reports, forecasts, and strategic insights to the Board of Directors and ALCO.
• Serve as a strategic advisor to executive leadership while supporting cross‑functional collaboration across the organization.
• Ensure compliance with Bank Secrecy Act (BSA), Office of Foreign Assets Control (OFAC), Customer Identification Program (CIP), and all applicable regulations and policies.
• Support the credit union’s mission, vision, and core values through leadership and organizational engagement.

• Strong executive presence with excellent written and verbal communication skills.
• Ability to provide strategic financial insight and recommendations based on analysis, experience, and industry knowledge.
• Proven leadership skills with the ability to inspire, challenge, and develop team members.
• Collaborative leadership style that strengthens executive partnerships and promotes consistent, high‑quality member experience.
• Sound judgment, strong analytical thinking, and commitment to operational excellence.

• A minimum of 7–10 years of progressive financial leadership experience, preferably within a credit union or other financial institution.
• Extensive operational and financial management experience in a regulated financial environment.
• Bachelor’s degree in Finance, Accounting, Business Administration, or related field required.
• MBA, CPA, CFA, or other advanced financial certifications are strongly preferred.
• Knowledge of credit union products and services preferred.

• Medical, Dental and Vision Insurance
• Paid Time Off
• 13 Paid Holidays
• 401(k) with Company Match
• Life Insurance, Short‑Term and Long‑Term Disability Insurance
• Incentive Plan Opportunities
• Discount savings on movie tickets, theme parks and more

Coastline Federal Credit Union provides equal employment opportunities to all employees and applicants without regard to race, creed, ancestry, citizenship, religion, color, gender, gender identity, gender expression, age, national origin, political belief, sexual orientation, genetic information, marital status, disability or any other protected characteristic or status under applicable federal, state and local laws.

The above statements describe the general nature and level of work being performed by the person(s) assigned to this job. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. Employees can be asked to do other duties to help fulfill our mission, drive our vision and abide by our core values.