Director of Finance

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Full Time Management Temple Terrace, FL, US

2 days ago Requisition

The Director of Finance is a senior finance leader responsible for helping shape and execute the Credit Union’s financial strategy while serving as a trusted strategic partner across the organization. This role will combine deep credit union and financial management expertise with strong business acumen, analytical capabilities, and the ability to translate complex financial concepts into clear, actionable insights.

More than a functional finance leader, the Director of Finance will serve as a strategic business partner to the organization, helping leaders evaluate opportunities, understand financial implications, manage risk, and make informed decisions that advance the Credit Union’s strategic objectives.

The Director will provide leadership across treasury, liquidity and capital management, asset/liability management (ALM), financial analytics, forecasting, and strategic finance. The role will also champion the continued evolution of Finance through data, digital capabilities, automation, and artificial intelligence, ensuring departmental initiatives align with the Credit Union’s broader enterprise strategy.

• Serve as a trusted strategic advisor to executive leadership and business leaders, providing financial perspective, insights, and constructive challenge to support sound decision‑making.
• Act as a financial advisor to business partners, developing a deep understanding of their objectives and helping translate strategy into financial and operational outcomes.
• Help develop and execute financial strategies that support the Credit Union’s short‑and‑long term strategic objectives.
• Evaluate strategic opportunities, investments, initiatives, and business cases through a financial, risk, and enterprise‑value lens.
• Proactively identify emerging opportunities, risks, and trends and translate them into actionable recommendations.
• Influence decision‑making across organizational boundaries and build alignment among Finance, business units, and executive leadership.

• Provide leadership and oversight for the Credit Union’s treasury activities, including cash management, liquidity planning, funding strategies, and capital management.
• Develop and maintain robust cash and liquidity forecasts to ensure appropriate liquidity under expected and stressed operating environments.
• Evaluate funding alternatives and recommend strategies that appropriately balance liquidity, earnings, capital, and risk.
• Support capital planning and forecasting, including evaluating the potential impact of strategic initiatives and changes in the economic and interest‑rate environment.
• Maintain a strong understanding of credit union funding markets, investment strategies, and balance‑sheet management practices.

• Provide leadership and subject matter expertise related to Asset/Liability Management (ALM), including interest‑rate risk, liquidity risk, funding, pricing, and balance‑sheet strategy.
• Analyze ALM results and scenarios and translate technical findings into clear business implications and strategic recommendations.
• Partner with executive leadership and other stakeholders to develop balance‑sheet strategies that appropriately balance growth, profitability, liquidity, capital, and risk.
• Support ALCO and other governance forums with thoughtful analysis, scenario evaluation, recommendations, and clear communication of financial implications.
• Maintain…