Analista Jr Operacoes Financeiras atuando em operações fiscais na RD Saúde. Recebendo, emitindo e gerindo documentos fiscais enquanto participa de um ambiente hibrido.
About the role
- Chief Financial Officer developing financial strategies to ensure fiscal health at Horizon Credit Union. Overseeing all financial functions and driving sustainable growth.
Responsibilities
- Develop and execute financial strategies that align with the credit union’s mission, vision, and strategic goals
- Develop credit union Strategic Plan in collaboration with Senior Management Team and Board of Directors
- Collaborate with the executive team to drive sustainable growth, profitability, and member value
- Provide financial insights and recommendations to the CEO and Board of Directors to inform decision-making
- Oversee budgeting, forecasting, and financial modeling processes to ensure accurate and timely financial reporting
- Monitor financial performance against strategic and operational goals, identifying opportunities and risks
- Lead the evaluation of new business opportunities, including mergers, acquisitions, and investments
- Ensure accurate and timely preparation of financial statements in compliance with GAAP and regulatory standards
- Direct the management of accounts, payroll, and internal financial controls
- Serve as the primary liaison with external auditors and regulatory agencies during examinations
- Oversee liquidity management, capital adequacy, and interest rate risk strategies
- Optimize investment portfolios and funding strategies to meet long-term goals
- Manage the credit union’s cash flow, ensuring alignment with operational needs and regulatory requirements
- Support compliance with all applicable laws, regulations, and internal policies
- Collaborate with risk management team to identify, assess, and mitigate financial and operational risks
Requirements
- Bachelor's degree in Accounting, Finance, or a related field.
- Minimum ten years of progressive leadership experience in financial management within the banking or financial services industry.
- Demonstrated leadership and in-depth knowledge of bank financial operations, regulatory compliance and financial risk management practices.
- Master of Business Administration (MBA) or Certified Public Accountant (CPA) designation preferred.
- Deep understanding of credit union regulations (NCUA, DFI, CFPB) and GAAP
- Expertise in financial forecasting, budgeting, and advanced financial modeling
- Strong interpersonal and communication skills, with the ability to influence stakeholders at all levels
- Proficiency with financial systems and tools, including core banking software and ALM systems
- Strong analytical and problem-solving skills, with the ability to assess complex data, provide actionable insights, and make sound recommendations
- Exceptional communication and presentation skills, with experience engaging executive leadership and Boards of Directors.
Benefits
- Medical, Dental, & Vision Insurance for full-time and reduced full-time employees & their families
- Telemedicine for part-time employees
- Paid Group Life and Disability Insurance
- Employee Assistance Program
- Tuition Reimbursement Program
- 401K Retirement Savings
- Employer 401K Retirement Contributions & Matching upon eligibility
- Discretionary Annual Incentive Bonus based on eligibility criteria
- Paid Time Off per Full Calendar Year: § 10 hours of PTO per month (prorated for reduced full-time and part-time) § Paid Birthday Holiday § 2 Paid Wellness Days § Up to 24 hours of Paid Volunteer Time annually § 11 Paid Holidays
- And More!
Job title
Job type
Experience level
Salary
Degree requirement
Location requirements
Engineering Coordination role supporting software development and leading teams at Sicredi. Focusing on user - centric processes and collaboration in a cooperative banking environment.
Manage financial processes and product controls in a cooperative financial institution, leading teams and promoting strategic decisions for sustainable growth.
Lead financial and operational management at VC - X, a tech - focused company improving financial sustainability and governance. Oversee budgeting, performance analysis, and compliance management in a hybrid model.
Senior Manager of Financial Reporting for McCormick overseeing SEC filings and compliance. Leading financial analyses and internal controls with opportunity for career growth.
Senior Financial Analyst providing financial insight and driving strategic decision - making across PointClickCare's operations. Collaborating with cross - functional teams to enhance company - wide planning and forecasting.
Senior Corporate Investment Analyst at Comgás managing strategic projects and stakeholder interaction. Evaluating corporate investments and collaborating with technical areas in high - visibility environments.
FP&A Manager driving financial planning and analysis for a travel company. Leading budgeting, forecasting, and delivering financial insights to senior leadership in a collaborative environment.
FP&A Intern supporting the finance department in financial planning and analysis. Involves assisting in budgeting, reporting, and delivering projects throughout the internship.
Finance Analyst managing and reconciling clients' expenses for VOLL's travel solutions. Supporting financial activities and ensuring the accuracy of financial processes.