Sr Vice President, Finance

Arrowhead Credit Union•Rancho Cucamonga, CA

9h•Onsite

About The Position

This role is responsible for leading the financial planning, reporting, and performance management functions of the organization. The Sr Vice President, Finance will oversee budgeting, forecasting, financial statement preparation, and regulatory reporting. This position also involves strategic financial modeling, cost management, and ensuring strong internal controls and financial governance. The role requires fostering cross-functional collaboration, leading financial due diligence for strategic initiatives, and providing supervisory leadership to the finance team.

Requirements

Bachelor's degree in Finance, Accounting, or related field
Minimum of 10 years of progressive financial leadership experience
Strong understanding of GAAP and financial reporting standards
Experience with financial planning, budgeting, and forecasting
Proficiency in financial modeling and data analysis
Experience with regulatory reporting (e.g., NCUA Call Reports)
Excellent communication, interpersonal, and leadership skills
Proven ability to collaborate with cross-functional teams and executive leadership
Experience in financial due diligence for M&A and strategic partnerships

Nice To Haves

Master's degree or CPA
Experience in the credit union or financial services industry
Experience with enterprise performance management systems
Knowledge of lease negotiation

Responsibilities

Lead annual budgeting process and multi-year financial planning
Develop rolling forecasts for net income, ROA, capital ratios, loan/deposit growth, and expense management
Model strategic initiatives, including new products, branch investments, digital expansion, and potential M&A
Partner with business leaders to align operating plans with financial targets
Oversee monthly close and financial statement preparation in accordance with GAAP
Ensure accuracy, timeliness, and transparency in internal and board reporting
Manage internal and external audit coordination
Maintain strong internal controls and financial governance practices
Develop and maintain enterprise dashboards tied to strategic KPIs
Conduct profitability analysis by product, channel, and member segment
Evaluate ROI on marketing, staffing, and technology investments
Provide actionable insights to executive team and board committees
Monitor operating expense trends and efficiency ratio performance
Lead expense discipline initiatives while supporting strategic growth
Partner with operations and HR on workforce planning analysis
Support vendor financial review and contract evaluation from a financial impact perspective
Oversee preparation and review of NCUA Call Reports
Support capital planning and financial stress-testing models
Ensure compliance with regulatory financial reporting standards
Serve as primary finance liaison during examinations related to accounting and reporting
Provide exceptional member service and use Service Standards in all work-related interactions
Foster cross-functional collaboration with operations, lending, retail, digital, and marketing leaders
Lead financial due diligence for mergers, acquisitions, and strategic partnerships and partner with executive leadership and external advisors to assess financial risk, earnings impact, and capital implications.
Negotiate leases including renewals and new lease agreements
Provide supervisory leadership, including hiring, performance management, staff development, and training
Support and actively participate in achieving department and Credit Union goals.
Perform additional duties as necessary to support the financial strength and strategic objectives of the Credit Union