ESSENTIAL FUNCTIONS:
Executive Management
• 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.

Planning
• 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.

Program Management
• 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.

Other Functions
• 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.