Purpose: The Finance Manager is responsible for overseeing the credit union's accounting and financial reporting functions to ensure accuracy, regulatory compliance, financial integrity, and operational efficiency. This position manages the day-to-day financial activities of the credit union, including general ledger administration, financial reporting, budgeting, asset and liability management support, accounts payable, fixed assets, reconciliations, and audit coordination. The Finance Manager serves as a trusted advisor to senior leadership by providing accurate financial information, analysis, and recommendations that support strategic decision-making and the credit union's financial objectives.
Duties/Responsibilities:
- Maintain the integrity of the credit union's accounting records and financial systems.
- Prepare accurate and timely monthly, quarterly, and annual financial statements and related reports.
- Monitor financial performance and provide analysis of key trends, variances, and operational results.
- Ensure all accounting activities are performed in accordance with Generally Accepted Accounting Principles (GAAP), NCUA regulations, and credit union policies.
- Assist leadership with strategic financial planning and decision-making through analysis and reporting.
- Oversee the accuracy and maintenance of the general ledger and related accounting records.
- Review and approve journal entries, reconciliations, and accounting adjustments.
- Ensure timely completion of balance sheet reconciliations and resolution of outstanding items.
- Monitor accounts payable, fixed assets, prepaid expenses, and other accounting functions.
- Maintain appropriate accounting controls and documentation.
- Assist in the preparation and administration of the annual operating and budgets.
- Monitor budget performance and communicate variances to management.
- Develop financial forecasts and projections as requested.
- Analyze income, expenses, asset growth, liquidity, and other key financial indicators.
- Coordinate internal and external audits and provide requested information.
- Assist in the development, implementation, and monitoring of internal controls designed to safeguard credit union assets.
- Identify and recommend improvements to accounting processes and control procedures.
- Monitor and track audit findings and corrective actions.
- Assist with monitoring the credit union's financial position, liquidity, and interest rate risk.
- Provide financial information and reporting necessary to support Asset Liability Management (ALM) activities.
- Participate in committee meetings and prepare supporting reports as assigned.
- Providing direct leadership and oversight of the accounting staff.
- Foster effective working relationships throughout the organization.
- Collaborate with management on financial initiatives, process improvements, and strategic projects.
- Serve as a resource on accounting and financial matters for management and staff.
- Provide leadership by exemplifying WRCU's Core Values, Vision, and Mission.
- Participate in community and volunteer involvement activities.
- Maintain an organized, safe, and professional work environment.
- Perform other duties as assigned.
Experience:
- Minimum of five years of progressively responsible accounting or financial management experience.
- Financial institution or credit union experience preferred.
- Experience with financial reporting, budgeting, audits, and regulatory compliance.
Skills:
- Thorough knowledge of accounting principles and financial reporting practices.
- Understanding of NCUA regulations and regulatory reporting requirements.
- Strong analytical, problem-solving, and organizational skills.
- Proficiency with accounting software, spreadsheet applications, and financial reporting systems.
- Ability to communicate financial information effectively to various audiences.
- Ability to maintain confidentiality and handle sensitive information.
- Strong attention to detail and commitment to accuracy.
Education required:
- Associate degree in Accounting, Finance, Business Administration, or related field required.
- CPA, CMA, or equivalent professional certification preferred.
Physical Requirements:
- While performing the duties of this job, the employee is required to sit, stand, walk, bend, reach, and use hands and fingers throughout the workday.
- The position requires frequent use of computers, telephones, and other office technology.
- The employee may occasionally lift, move, or transport technology equipment weighing up to 50 pounds.
- Specific vision abilities include close vision, distance vision, and the ability to adjust focus.
- Occasional travel between locations, training events, or vendor meetings may be required.
Work Environment:
- The work environment consists primarily of a professional office setting with moderate noise levels associated with employee interactions, office equipment, and phone conversations.
Join Our #WhiteRoseCU Team
White Rose Credit Union serves over 11,000 members throughout York and Adams County Pennsylvania. With under 50 employees, you’ll never be just a number. From day one, you get to know everyone on our team on a first-name basis, with in-person training and assistance.
White Rose Credit Union is an equal opportunity employer.
The Credit Union Difference
Different from a bank, credit unions are not-for-profit financial institutions where our members are part owners. This means lower fees, competitive loan rates, and access to a ton of free services since we invest back in our members, rather than corporate shareholders.
We pride ourselves on the work we do with our community, and our commitment to educating our members to help them achieve their financial goals.
Our Core Values
All White Rose Credit Union team members live locally in our community and have very positive and giving attitudes. All loan decisions are made locally as we aim to serve York and Adams Counties to the best of our abilities. We have developed the following core values for both the credit union and our staff:
Integrity
We are respectful, ethical, and trustworthy in all that we do. “Doing the right thing when no one else is watching.”
Commitment
We are faithful, loyal, and dedicated to our member’s needs.
Accountability
We are responsible for our actions and behaviors.
Respect
We value others time, skills, views, and contributions with professionalism and dignity. We respect the importance of relationships and influences in each other’s lives therefore promoting the balance between work and personal life.
Education
We are committed to investing in the development of our members and employees education and financial knowledge.
