JBA International · 5 months ago
SVP, Accounting and Finance
Napa, CA, US
Full-time
Onsite
Director/Executive
$300K/yr - $335K/yrJBA International is a leading organization in the financial sector, and they are seeking a Senior Vice President of Accounting and Finance. The role involves evaluating long-range plans, developing policies, and ensuring effective communication among departments while managing fiscal decisions and budgetary processes.
ConsultingHealth CareLegalProfessional Services
No H1B
U.S. Citizen Only
Responsibilities
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 RCU’s 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, measures progress and implements 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 of Redwood Credit Union
Ensure RCU 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 RCU 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 instrument purchases such as certificates and investment bonds. Provide recommendations for investment portfolio management
Ensure the accurate preparation and analyze asset/liability management reports. Provide recommendations to manage interest rate risk
Collect and compile data and provide analysis for complex special projects as assigned
Performs other related duties as required
Establish and maintain relationships with key contacts in the community including volunteer centers and non-profit organizations
Participate in community events, community volunteer boards & associations
Qualification
Required
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 RCU's 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, measures progress and implements 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 of Redwood Credit Union
Ensure RCU 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 RCU 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 instrument purchases such as certificates and investment bonds
Provide recommendations for investment portfolio management
Ensure the accurate preparation and analyze asset/liability management reports
Provide recommendations to manage interest rate risk
Collect and compile data and provide analysis for complex special projects as assigned
Perform other related duties as required
Establish and maintain relationships with key contacts in the community including volunteer centers and non-profit organizations
Participate in community events, community volunteer boards & associations
Company
JBA International
JBA International provides financial, life science, healthcare, legal, and office administration services.
Founded in 1988
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Jacqueline Buickians
Chief Executive Officer
Company data provided by crunchbase