Redwood Credit Union · 1 month ago
Senior Vice President, Accounting & Finance
Santa Rosa, CA
Full-time
Onsite
Lead/Staff, Director/Executive
$300K/yr - $335K/yr
12+ years expRedwood Credit Union is seeking a strategic, experienced, and hands-on financial leader to join their leadership team as a Senior Vice President of Accounting and Finance. In this key role, you will strategically plan, develop, organize, implement, direct, and evaluate the fiscal position of the Credit Union, focusing on financial integrity and reporting accuracy.
Finance
No H1B
Hiring Manager
Catherine Tapia
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
Qualification
Required
In depth knowledge of financial auditing, accounting, finance, and cost accounting related to credit union or financial institutions
Thorough knowledge of regulatory requirements for financial institutions, with knowledge of regulatory reporting requirements for credit unions
Thorough knowledge of modern management techniques and practices
Current knowledge of Federal and State accounting related laws, rules, and regulations
Current knowledge of national and local economic trends and condition
Knowledge of data processing, relating to designing programs and systems to accommodate workflow and reporting
Strong negotiation skills
Skill in the operation of a personal computer and spreadsheet, word processing, and presentation software with Intra/Internet access
Ability to effectively plan, lead, organize, and control to assure successful completion of departmental goals and Credit Union objectives
Ability to provide strategic business direction to support business plans and risk management objectives, and all other strategic initiatives
Ability to analyze problems and opportunities, identify and evaluate alternatives, and develop sound, effective approaches
Ability to plan, implement, and evaluate the achievement of goals, objectives, and work plans
Ability to lead, motivate, and direct team members
Ability to communicate effectively, both verbally and in writing
Ability to establish and maintain effective working relationship with a diverse group of people including directors, regulators, Members, team members, attorneys, vendors, and other parties
This position requires occasional travel to other office locations, and some evening or weekend work may be necessary to meet project deadlines or attend events
The ideal candidate has a bachelor's degree in accounting, finance, or closely related field, with a minimum of twelve years' experience at a financial institution, and a minimum of five years of progressive leadership experience
Preferred
CPA preferred or Certified Management Accountant (CMA)
MBA and CPA preferred
Benefits
Competitive medical, dental, and vision insurance, mental health offerings
Employee performance incentive plan
Salary Advancement– Merit increase based on performance
401(k) program with employer match
Time Off- Competitive PTO accrual plus 11 paid company holidays and your birthday off!
Company
Redwood Credit Union
Redwood Credit Union is a banking establishment that assists customers in achieving financial well being.
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
Brian Kreitzer
VP Mortgage Lending
Jeff Street
Vice President of Product and Service Innovation
Recent News
Morningstar.com
2025-09-12
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