Director of Financial Reporting & Allocation Strategy leading financial allocation for global reinsurance company. Ensuring accuracy and compliance, driving process simplification across management and legal entities.
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
Senior Manager leading the client accounting function at Ellis Porter, overseeing billing and receivables while enhancing financial performance. Building a high - performing team and collaborating with firm leadership.
Finance Apprentice at John Lewis Partnership training to drive performance and influence financial decisions. Flexible hybrid work between Bracknell and London campuses with professional mentoring.
Senior Financial Analyst involved in financial analysis and budget management for healthcare organization. Collaborating with management to support financial decision - making and reporting.
Operations Financial Analyst providing financial support to operations and finance teams. Involves variance analysis, trend identification, and process improvement for financial reporting.
Manager Financial Planning & Analysis providing financial planning and analysis services at NiSource. Leading financial performance analysis and collaborating with stakeholders for operational insight.
Senior Manager leading the creation of financial market strategies at PwC. Guiding projects, interacting with senior clients, and motivating teams to achieve operational excellence.
Investment Analyst handling valuations and financial modeling for private equity agricultural investments. Collaborating with teams and managing acquisition processes in a hybrid work environment.
Supervisor managing financial operations and payment recovery for a healthcare financial solutions provider. Ensuring accuracy, timely reporting, and effective team leadership in diverse operational contexts.
Director of Strategic Finance providing financial leadership for decision - making at Early Warning. Overseeing budgeting, planning, and profitability analysis across the organization.