Vice President of Finance & Accounting
OnPath Federal Credit Union | |
United States, Louisiana, Metairie | |
3131 N. I-10 Service Rd. E. (Show on map) | |
Mar 04, 2026 | |
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SCOPE: SERVICE: Major Duties and Responsibilities
Weight
Description
Essential * Oversee financial reporting and analysis functions including key financial ratios, budget variance reporting, CECL, capital adequacy, and profitability reporting. * Serves as the liaison between credit union personnel and regulatory authorities in connection with audits and exams. Must comply with the rules and regulations relating to credit union operations and have knowledge of the Federal Credit Union Accounting rules and regulations and be able to interpret them for daily operations. * Informs CFO of all pertinent matters relating to the financial position of the credit union. Supplies the necessary support to assist the CFO in recommending short and long-term objectives for the credit union. * Assess and mitigate financial risks across the organization. * Works in conjunction with the CFO and management team to prepare the annual operating budget and analysis of business opportunities and contracts. * Invests credit union funds in accordance with the investment policy after review of information with CFO. Handles investment planning for liquidity purposes. * Prepares and administers performance reviews and coaching for staff, committed to coaching, and developing staff for growth. * Delegates authority and responsibility to subordinate staff and ensures that involvement with management is continually developed so that qualified successors are available when necessary. * Communicates and educates employees on the importance of fiscal responsibility and how everyone can participate. * Attends conferences and seminars beneficial to the credit union's operations. May authorize other personnel to attend such conferences and seminars when deemed necessary. * Performs such tasks as may be assigned by his/her supervisor, which is commensurate with the position. Knowledge and Skills
Experience * Five to seven years of similar or related experience. Education/Certifications/Licenses A bachelor's degree in accounting, business administration, finance, or related area. CPA or MBA preferred. Interpersonal Skills * A high level of interpersonal skills to communicate policies, procedures, and objectives effectively throughout the credit union, and to represent the credit union positively to others. Other Skills * A high level of analytical skill to assess and evaluate the operation of subordinate areas of responsibility, participate in establishing credit union financial goals, review legal opinions, recommend policies and procedures to conform with state and federal laws and regulations, and to research policies and practices that will achieve credit union goals. ADA Requirements
Physical Requirements PHYSICAL DEMANDS The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to sit, use hands to finger, handle or feel, reach with hands and arms, view customer information, and talk or hear. The employee is frequently required to stand and walk. The employee must regularly lift and/or move up to 5 pounds and frequently lift and/or move up to 25 pounds. DISCLAIMERS AND WORK ENVIRONMENT Nothing in this position description is an implied contract for employment. The position description is intended to be an accurate account of the essential functions. The functions are not all encompassing and are subject to change at any time by management. The work environment characteristics described are representative of those that an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Working Conditions Must be able to routinely perform work indoors in climate-controlled shared work area with minimal noise. Mental and/or Emotional Requirements Must be able to perform job functions independently or with limited supervision and work effectively either on own or as part of a team. Must be able to read and carry out various written instructions and follow oral instructions. Must be able to complete basic mathematical calculations, spell accurately, and understand computer basics. Must be able to speak clearly and deliver information in a logical and understandable sequence. Must be capable of dealing calmly and professionally with numerous different personalities from diverse cultures at various levels within and outside of the organization and demonstrate highest levels of customer service and discretion when dealing with the public. Must be able to perform responsibilities with composure under the stress of deadlines / requirements for extreme accuracy and quality and/or fast pace. Must be able to effectively handle multiple, simultaneous, and changing priorities. Must be capable of exercising highest level of discretion on both internal and external confidential matters. | |
Mar 04, 2026