Job Title

Description u2022 Leads, trains, evaluates, coaches, professionally develops and motivates staff to attain department goals. Sets and monitors performance goals. Promotes a work environment that encourages involvement, initiative and teamwork. Builds career development paths for assigned staff. u2022 Budget and Strategic Financial Planning: Leads the development and management of budgets across all departments, ensuring alignment with organizational goals and financial constraints. Collaborates with leadership to develop long-term financial strategies and goals. Supports the creation of financial forecasts and contributes to the corporate strategic plan. u2022 Balance Sheet Risk Management: Oversees balance sheet management, including the measurement and monitoring of interest rate risk and liquidity risk to ensure financial stability. Measures and monitors exposure to credit risk within the loan and investment security portfolios to ensure adequate support of the reserve for credit loss for expected credit loss. u2022 Profitability Analysis: Supports and analyzes profitability measures in coordination with department leadership, focusing on product, branch, and member profitability to drive informed decision-making. Provides analytical support to department leadership in assessing and determining product pricing decisions to optimize profitability. u2022 Financial Data Analysis: Analyzes financial data to identify trends, assess performance, and pinpoint areas for improvement, ensuring data-driven decision-making. Identifies opportunities to reduce costs, improve operational efficiency, and increase revenues and profitability through strategic initiatives. Performs ad-hoc financial analysis to support various business decisions, providing timely and relevant insights. u2022 Financial Reporting: Creates comprehensive board and management financial reports using financial reporting tools such as FiServ Prologue, Microsoft Excel, Microsoft PowerBI, and Tableau. Maintains the highest standards of financial integrity, and support the organizationu2019s adherence to financial regulations, Generally Accepted Accounting Standards (GAAP), and financial institution industry best practices. u2022 Understanding of finance and accounting principles and thorough knowledge of regulations, GAAP, and industry best practices. u2022 Proficiency in analyzing financial data to identify trends and provide insights. u2022 Skill in presenting complex financial information clearly to stakeholders. u2022 Expertise in developing and implementing long-term financial strategies. u2022 Proficiency with relevant finance and accounting applications. u2022 Thorough understanding of interest rates, liquidity, and credit risks. u2022 Skills in analyzing and optimizing product, branch, and member profitability. u2022 Proficiency in identifying ways to reduce costs and improve efficiency. u2022 Direct supervisory responsibilities for assigned department staff. u2022 Bacheloru2019s degree in finance, accounting, economics or related field; or equivalent related work experience. u2022 Minimum of 6 years in supervisory or leadership role. u2022 Minimum of 8 years of experience in financial planning, analysis, accounting and strategy. u2022 Certified Financial Analyst or Certified Public Accountant or similar detail oriented certification preferred Requirements Analyze Financial Statements, Business Analysis, Cash Flow Modeling, Business systems, Budgeting - Forecasting, Corporate Financial Planning, Financial Planning & Analysis (FP& A), Financial Planning, Balance Sheets, Balance Sheets, Risk Management, Profitability Analysis, Financial data, Financial Analysis, Microsoft Excel, Microsoft Power BI Bachelor's Degree in Accounting, Finance or Economics CPA or CFA Preferre Robert Half is the worldu2019s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app ( and get 1-tap apply, notifications of AI-matched jobs, and much more. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information. u00a9 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. 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