Senior Vice President, Accounting & Finance

A large credit union located in the Bay Area is looking to hire a strategic, experienced, and hands‑on financial leader as an SVP, Accounting & Finance to join their leadership team. The position will be located in Santa Rosa or Napa, CA.

• Evaluate and advise Senior Leadership on the impact of long‑range plans for new programs/strategies and regulatory action and their impact.
• Develop policies, procedures, programs, and implement these upon approval.
• Serve on and/or direct a number of committees to ensure effective interface among Accounting and Finance and Senior Leadership, departments and branches to ensure established policies, programs, objectives, and goals are communicated.
• Attend and actively participate in Board of Directors meetings, Senior Leadership Team meetings strategic planning sessions, etc.
• Collaborate with leaders of other departments to prepare for critical business opportunities.
• Represent Redwood Credit Union to outside entities such as examiners, auditors, vendors, and support companies.
• Communicate the Credit Union's actual performance versus budgets and objectives to Senior Leadership, recommending growth and pricing strategies as well as areas for improvement.

• Direct, develop, coordinate, and monitor fiscal decisions and budgetary process.
• Translate strategic business plans into accounting strategies and operational plans.
• Participate in the development of the Credit Union's plans and programs as a member of the SLT.
• Develop and implement plans and policies to attain goals and objectives, measure progress and implement adjustments as appropriate.
• Prepare short‑ and long‑term goals and objectives for the Accounting and Finance Departments.
• Develop strategies to support growth and earnings objectives.
• Develop and present opportunities to Senior Leadership Team to allow better service to Members.
• Review and identify cost‑effective and efficient utilization.

• Ensure accounting practices are current within the industry with an emphasis on efficiency and cost effectiveness.
• Develop and maintain timely, accurate and efficient reporting mechanisms, including rate/volume analysis, net interest spread analysis, product profitability and departmental accounting.
• Report monthly budget variances and necessary adjustments.
• Ensure conformance with established policies, procedures and State and Federal laws and regulations.
• Delegate, coordinate, and review work to ensure quality of work and efficient operation.
• Establish credibility throughout the organization through effective listening and problem solving.
• Conduct departmental meetings to disseminate pertinent information, and discuss procedures, policies and/or problems to ensure optimum teamwork at all times.
• Coordinate the development and maintenance of written Accounting Department procedures.
• Ensure timely payment of bills and maintaining accurate files.
• Ensure the maintenance, retention, storing and control of all records, receipts and documents relating to the operation of the Credit Union.
• Ensure the accurate preparation and timely submittal of reports to appropriate departments and outside agencies.
• Ensure preparation of financial reports including, but not limited to financial statements, branch accounting, projections, analysis, and cost accounting of services.
• Ensure reconciliation of cash, general ledger accounts, overages and shortages and general ledger.
• Coordinate information necessary for Credit Union audits by accountants, supervisory committee, regulator examinations, CUNA Insurance, or any approved agency or firm.
• Review, analyze and implement procedural changes in maintaining accounting and auditing requirements.
• Provide leadership and guidance for direct reports.
• Recruit, select, train, motivate, mentor, evaluate, and develop direct reports.
• Provide exceptional service to all Members and internal clients.
• Direct the recruitment, development, training and performance review of Accounting and Finance team members.
• Establish and maintain sound relationships with financial institutions, including commercial and investment institutions.
• Ensure the accurate execution of financial…